Is The Business Growing?

Revenue

Their growth is ALL OVER THE PLACE.

Revenue CAGR on a 10-year basis has been 50%, which is incredibly good. However, it seems they are a bit stuck in the mud or hitting saturation.

Revenue CAGR on a 5-year basis is 36% (still wonderful), but last year revenue dropped $1.3%.

They definitely need to find a way to get stuck out of the mud.

Net income

Net income tells a similar story, although they've never had a profitable year. But over time, they are getting further away from profitability, which isn't a good thing.

Total Equity

Honestly, I took a brief look at their balance sheet, and I don't like what I see. Their goodwill for the BetterHealth acquisition was ludicrously high. I'm not sure they are being transparent in the accounting, which is a huge red flag.

Free Cash Flow

Probably the best story, as they are FCF positive, but last year FCF went down 10%.

Overall, Im bearish on their past growth based on near term shortcomings.