Babylon Holdings Limited's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Babylon Holdings Limited (BBLN) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Babylon Holdings Limited vs Its Competitors
- TTM: Trailing 12-month revenue of 1,154M vs 12,157M combined for tracked competitors (8.7% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+7.8% annualized vs trailing 12 months), vs decelerating (-28.1%) for its tracked peer group.
- Growth: Babylon Holdings Limited generated 16.8% revenue growth year over year in Q1 2023, vs 8.7% for its tracked competitors combined.
- Profitability: Its -20.3% net margin compares with -24.1% for the peer group.
- Peer revenue share: Babylon Holdings Limited accounted for 12.5% of combined revenue among its tracked peer group, up from 11.7% a year earlier.
- Peer differentiation: Revenue per employee of $2.31M compares with $0.30M for the peer group (7.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BBLN Sales vs. its Competitors, Q1 2023
Babylon Holdings Limited reported revenue growth of 16.77 % year on year in Q1 2023, above its competitors' combined revenue growth of 8.73 %.
With a net margin of -20.32 %, Babylon Holdings Limited achieved higher profitability than its competitors (-24.05 %).
Babylon Holdings Limited generated 12.46 % of the combined sales of its peer group, up from 11.71 % a year earlier.
Babylon Holdings Limited vs. its Competitors, Q1 2023
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Babylon Holdings Limited and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Babylon Holdings Limited | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Babylon Holdings Limited's competitor groups requires a Commercial License.
For context: the Medical Equipment & Supplies industry grew revenue 15.1% year over year, combined, vs 16.8% for Babylon Holdings Limited. Babylon Holdings Limited's share of combined industry revenue moved from 0.26% to 0.27%, a gain of 0.00 percentage points.
Babylon Holdings Limited's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Babylon Holdings Limited | No | Yes | Yes | Yes |
| Competitors combined (10) | ||||
| Similar Growth & Profitability (8) | 12.50 % (1 of 8) | 75.00 % (6 of 8) | 62.50 % (5 of 8) | 50.00 % (3 of 6) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BBLN Stock Performance relative to its Competitors
BBLN Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Lifestance Health Group Inc | 282.9% | Outperformed |
| 2 | American Well Corporation | 282.9% | Outperformed |
| 3 | Dexcom Inc | 282.9% | Outperformed |
| 4 | U S Physical Therapy Inc | 282.9% | Outperformed |
| 5 | Teladoc Health Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Babylon Holdings Limited's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Babylon Holdings Limited
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Babylon Holdings Limited | 13.77 | 1,154.34 |
| Dexcom Inc | 34,182.51 | 4,968.80 |
| Lifestance Health Group Inc | 4,707.62 | 1,584.83 |
| U S Physical Therapy Inc | 1,276.73 | 812.20 |
| Teladoc Health Inc | 1,055.38 | 2,489.48 |
| Sharecare Inc | 515.37 | 403.73 |
| SUBTOTAL | 42,061.26 | 13,311.80 |
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Sources: Babylon Holdings Limited's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Babylon Holdings Limited versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Babylon Holdings Limited's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| American Well Corporation | Named by the company | 85% |
| Teladoc Health Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Babylon Holdings Limited's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Babylon Holdings Limited's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| U S Physical Therapy Inc | Physical Therapy Operations 85.19 % |
| Teladoc Health Inc | Teladoc Health Integrated Care 64.42 % |
| P3 Health Partners Inc | Single Reportable 100.00 % |
| Uphealth Inc | Services 49.94 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Babylon Holdings Limited's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Babylon Holdings Limited | 14 | 2,308,686 | -511,156 |
| Dexcom Inc | 34,183 | 447,640 | 90,216 |
| Lifestance Health Group Inc | 4,708 | 144,588 | 4,616 |
| U S Physical Therapy Inc | 1,277 | 111,352 | 6,837 |
| Teladoc Health Inc | 1,055 | 444,550 | -31,678 |
| Sharecare Inc | 515 | 120,444 | -40,729 |
| PEERS TOTAL | 42,047 | 299,770 | 207,591 |
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Babylon Holdings Limited's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Dexcom Inc | United States 69.86 % |
| Teladoc Health Inc | United States 80.07 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Babylon Holdings Limited's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Medical Equipment & Supplies industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (288 companies). See the full Medical Equipment & Supplies industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 26.95 % | 53.37 % (avg) | -26.4 pp |
| Operating Margin | -27.93 % | industry median | -3.1 pp |
| EBITDA Margin | -20.83 % | -6.86 % (avg) | -14.0 pp |
| Capital Intensity (Capex / Revenue) | 1.41 % | 5.50 % (avg) | -4.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Babylon Holdings Limited's Valuation vs Competitive Position
Valuation multiples vs the Medical Equipment & Supplies industry average (288 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Medical Equipment & Supplies industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 34.6x | - |
| EV / EBITDA | - | 19.6x | - |
| P/B | -1.1x | 4.7x | -5.8x |
| Return on Equity | 135.69 % | industry aggregate | 131.21 % |
| Return on Invested Capital | 188.22 % | -2.43 % (avg) | 190.65 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Babylon Holdings Limited's Strategic Group Map
Every company in Babylon Holdings Limited's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Babylon Holdings Limited is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Babylon Holdings Limited's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 1.41 % vs industry average 5.50 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Babylon Holdings Limited's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Babylon Holdings Limited's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Babylon Holdings Limited's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Babylon Holdings Limited falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Babylon Holdings Limited's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Return on equity 131.2 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+7.8% annualized vs trailing 12 months).
Weaknesses
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-28.1% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Babylon Holdings Limited's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Babylon Holdings Limited | 0.73 | 1.36 | - |
| Dexcom Inc | 0.49 | 1.76 | 0.56 |
| Lifestance Health Group Inc | 0.88 | 1.52 | 0.18 |
| U S Physical Therapy Inc | 0.25 | 1.16 | 0.39 |
| Teladoc Health Inc | 1.17 | 1.73 | 0.73 |
| Sharecare Inc | 0.99 | 2.25 | 0.00 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Babylon Holdings Limited's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Babylon Holdings Limited | Q1 2023 | +16.8 % | - |
| Dexcom Inc | Q2 2026 | +13.1 % | +39.5 % |
| Lifestance Health Group Inc | Q2 2026 | +26.1 % | - |
| U S Physical Therapy Inc | Q2 2026 | +8.5 % | -15.9 % |
| Teladoc Health Inc | Q2 2026 | -4.0 % | - |
| Sharecare Inc | Q2 2024 | -14.6 % | - |
| PEERS TOTAL | +7.3 % | +21,090.9 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Babylon Holdings Limited's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Babylon Holdings Limited | Q1 2023 | - | - |
| Dexcom Inc | Q2 2026 | +2.2 % | -10.0 % |
| Lifestance Health Group Inc | Q2 2026 | - | +54.7 % |
| U S Physical Therapy Inc | Q2 2026 | +10.5 % | +65.0 % |
| Teladoc Health Inc | Q2 2026 | +0.2 % | -30.4 % |
| Sharecare Inc | Q2 2024 | -18.7 % | +5.5 % |
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Babylon Holdings Limited's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Babylon Holdings Limited | - | - | - |
| Dexcom Inc | 14.87% | 20.98% | 36.25% |
| Lifestance Health Group Inc | 2.33% | 2.61% | 3.39% |
| U S Physical Therapy Inc | 4.08% | 3.91% | 10.50% |
| Teladoc Health Inc | - | - | - |
| Sharecare Inc | - | - | - |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Babylon Holdings Limited's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Babylon Holdings Limited | - | 0.01 |
| Dexcom Inc | 34.91 | 6.88 |
| Lifestance Health Group Inc | - | 2.97 |
| U S Physical Therapy Inc | 96.10 | 1.57 |
| Teladoc Health Inc | - | 0.42 |
| Sharecare Inc | - | 1.28 |
| PEERS AVERAGE | 5.15 | 3.16 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.