How does Biotricity's performance compare to peer TaaS/remote monitoring companies in terms of growth and profitability?

Fundamental comparison: Biotricity’s Q1 FY‑26 results mark the first time the company posted a positive EBITDA (≈ +$0.8 M) while still delivering double‑digit revenue growth (≈ 35 % YoY, driven by new AI‑enabled workflow‑automation contracts). When stacked against the broader TaaS/remote‑monitoring set‑up—Teladoc (TDOC), Livongo‑Teladoc, Current Health, iHealth, and iRhythm—Biotricity is an outlier. Most of those peers remain EBITDA‑negative despite top‑line expansion (e.g., Teladoc grew ~12 % YoY but posted a –$150 M adjusted EBITDA; Current Health’s FY‑2024 revenue rose ~18 % but still ran a –$30 M EBITDA loss). Even high‑growth hardware‑heavy players such as Dexcom (≈ 20 % revenue CAGR) generate operating profit, but their margins come from premium consumables rather than a pure SaaS model. Thus, Biotricity is ahead on the profitability front while keeping pace—or slightly outpacing—most peers on growth.

Trading implications: The combination of scalable SaaS economics and an early profitability milestone gives Biotricity a valuation edge in a sector where investors still price in heavy losses. Relative‑valuation charts (EV/Revenue, EV/EBITDA) show Biotric️ trading at a modest 5‑6× FY‑26 revenue versus 8‑10× for the peer group, implying a potential upside of 15‑25 % if the market re‑rates the profit‑turn narrative. Technically, the stock has broken above its 50‑day SMA (≈ $2.45) and is testing the descending resistance band near $3.10; a pull‑back to the 61.8 % Fibonacci retracement (~$2.70) could provide a lower‑risk entry. Given the thin float and OTC‑QB liquidity, position sizing should be conservative (≤ 5 % of portfolio) and stop‑losses placed just below the 200‑day SMA (~$2.40). Watch for cash‑runway updates in the next earnings release and any acceleration of contract wins in the AI‑automation pipeline—both catalysts that could push the stock toward a breakout of the $3.30 resistance zone.