Added to YB: 2026-08-04
Pitch date: 2026-08-01
TOI [bullish]
The Oncology Institute, Inc.
+3.95%
current return
Author Info
Jaime Bermejo shares investing thoughts and ideas in his newsletter. Sign up for his newsletter.
Company Info
The Oncology Institute, Inc., an oncology company, provides various oncology services in the United States.
Market Cap
$485.9M
Pitch Price
$4.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.08
P/E
-13.19
EV/Sales
1.03
Sector
Health Care Providers and Services
Category
growth
One to hold, one to book - The Oncology Institute
TOI: Long into Q2 earnings next Thu. Oncology value-based care play; dispensary segment printing FCF & growing fast. FY26 guide ~$640M rev, $0-9M adj EBITDA at $560M EV. Capitation is customer acquisition — scripts/cohort triple (1.0→3.2), lifting GP/1,000 lives ~68% w/ no rate hike. SG&A 30%→19%. Normalized ~5-6% EBITDA (~$35M)=16x on 20% grower. IRA pharma squeeze boosts capitation demand. FL expansion possible.
Read full article (2 min)