Added to YB: 2026-01-05
Pitch date: 2025-12-28
OMDA [bullish]
Omada Health, Inc.
-17.47%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
Company Info
Omada Health, Inc., together with its subsidiary, Physera, Inc., provides a range of virtual care programs in the United States.
Market Cap
$730.7M
Pitch Price
$16.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
-83.60
P/E
-35.56
EV/Sales
1.95
Sector
Health Care Providers and Services
Category
growth
Omada Health (OMDA): Investment Thesis Explained
OMDA: Digital chronic care platform with 53% member growth, 49% revenue growth, turning FCF+ ahead of schedule. 20M+ covered lives, <5% penetration. GLP-1 catalyst driving 28% better weight loss outcomes. Evidence-based B2B2C model w/ Cigna partnership. Conservative estimates assume 20% growth vs current 50%. Trading 6x 2028 FCF at scale.
Read full article (21 min)