Livongo Health Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Livongo Health Inc (LVGO) 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: Livongo Health Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 258M vs 21M combined for tracked competitors (92.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+42.5% annualized vs trailing 12 months), vs decelerating (-66.3%) for its tracked peer group.
- Growth: Livongo Health Inc generated 124.8% revenue growth year over year in Q2 2020, vs 8.2% for its tracked competitors combined.
- Profitability: Its -1.7% net margin compares with -268.2% for the peer group.
- Peer revenue share: Livongo Health Inc accounted for 98.1% of combined revenue among its tracked peer group, up from 96.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.25M compares with $0.13M for the peer group (1.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
LVGO Sales vs. its Competitors, Q2 2020
Livongo Health Inc reported revenue growth of 124.83 % year on year in Q2 2020, above its competitors' combined revenue growth of 8.24 %.
With a net margin of -1.69 %, Livongo Health Inc achieved higher profitability than its competitors (-268.16 %).
Livongo Health Inc generated 98.09 % of the combined sales of its peer group, up from 96.12 % a year earlier.
Livongo Health Inc vs. its Competitors, Q2 2020
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 Livongo Health Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Livongo Health Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Livongo Health Inc's competitor groups requires a Commercial License.
For context: the Internet Services & Social Media industry grew revenue 20.1% year over year, combined, vs 124.8% for Livongo Health Inc. Livongo Health Inc's share of combined industry revenue moved from 0.02% to 0.03%, a gain of 0.01 percentage points.
Livongo Health Inc'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 |
|---|---|---|---|---|
| Livongo Health Inc | No | Yes | Yes | No |
| Competitors combined (1) | ||||
| High-Confidence Competitors (2) | ||||
| Similar Growth & Profitability (8) | 25.00 % (2 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 37.50 % (3 of 8) |
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.
LVGO Stock Performance relative to its Competitors
LVGO Stock Performance relative to High-Confidence Competitors
LVGO 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 | Dariohealth Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Livongo Health Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Livongo Health Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Livongo Health Inc | 13,682.92 | 258.00 |
| Dariohealth Corp | 62.60 | 21.20 |
| SUBTOTAL | 13,745.53 | 279.19 |
Sources: Livongo Health Inc'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 Livongo Health Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Livongo Health Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Dariohealth Corp | Named by the company | 85% |
| Omada Health Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Livongo Health Inc'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.
Livongo Health Inc'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 |
|---|---|---|---|
| Livongo Health Inc | 13,683 | 247,598 | -31,855 |
| Dariohealth Corp | 63 | 128,461 | 48,191,024 |
| PEERS TOTAL | 63 | 128,461 | 48,191,024 |
Livongo Health Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Internet Services & Social Media industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (112 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 75.69 % | 53.20 % (avg) | +22.5 pp |
| Operating Margin | 2.83 % | industry median | +7.2 pp |
| EBITDA Margin | -10.14 % | 8.63 % (avg) | -18.8 pp |
| Capital Intensity (Capex / Revenue) | 4.44 % | 6.24 % (avg) | -1.8 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.
Livongo Health Inc's Valuation vs Competitive Position
Valuation multiples vs the Internet Services & Social Media industry average (112 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.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 40.0x | - |
| EV / EBITDA | - | 20.6x | - |
| P/B | 14.1x | 4.5x | +9.6x |
| Return on Equity | -6.36 % | industry aggregate | -21.92 % |
| Return on Invested Capital | 0.63 % | 0.06 % (avg) | 0.57 % |
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.
Livongo Health Inc's Strategic Group Map
Every company in Livongo Health Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Livongo Health Inc 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.
Livongo Health Inc'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 4.44 % vs industry average 6.24 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Livongo Health Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Livongo Health Inc'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.
Livongo Health Inc'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.
Livongo Health Inc 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.
Livongo Health Inc'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
- Operating margin 7.2 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+42.5% annualized vs trailing 12 months).
Weaknesses
- Return on equity 21.9 points below the industry aggregate.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-66.3% 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.
Livongo Health Inc'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 |
|---|---|---|---|
| Livongo Health Inc | 8.47 | 13.59 | 0.19 |
| Dariohealth Corp | 2.03 | 3.41 | 0.47 |
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.
Livongo Health Inc'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 |
|---|---|---|---|
| Livongo Health Inc | Q2 2020 | +124.8 % | - |
| Dariohealth Corp | Q2 2026 | +4.3 % | +60,899.0 % |
| PEERS TOTAL | +111.8 % | +60,940,046.2 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Livongo Health Inc'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 |
|---|---|---|---|
| Livongo Health Inc | Q2 2020 | +79.4 % | +201.7 % |
| Dariohealth Corp | Q2 2026 | -0.7 % | -13.6 % |
Livongo Health Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Livongo Health Inc | - | - | - |
| Dariohealth Corp | 7,437.01% | 8,144.02% | 12,217.88% |
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).
Livongo Health Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Livongo Health Inc | - | 53.04 |
| Dariohealth Corp | 2.40 | 2.95 |
| PEERS AVERAGE | 1.74 | 49.23 |
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.