$FAII According to the mgmt, 10%+ of FY20 revenue is through their telehealth platform that they launched 4 weeks after the Covid-19 hit.
That could be as much as $80~160M this year.
The valuation on this fast growing telehealth platform alone is at least 2X the current mkt cap.
It's the exact same story as $FRX.
A boring business transforming with technology. Significantly undervalued and lots of momentum for growth and improved profitability.
Even if we don't consider the telehealth biz, on valuation alone it deserves $18 in line with the peer $USPH.
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