Added to YB: 2025-09-03
Pitch date: 2025-09-02
TOI [bullish]
The Oncology Institute, Inc.
+16.67%
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 medical oncology services in the United States.
Market Cap
$390.6M
Pitch Price
$3.24
Price Target
6.94 (+84%)
Dividend
N/A
EV/EBITDA
-19.98
P/E
-6.22
EV/Sales
1.01
Sector
Health Care Providers and Services
Category
value
The Oncology Institute of Hope & Innovation ($TOI)
TOI: Oncology benefit mgr w/ value-based care model fixing US cancer treatment's Fee-for-Service overprescription problem. 18yrs revenue growth, hitting profitability inflection Q4 2025 w/ positive adj EBITDA/FCF. 8% EBITDA margin by 2028 on $800-850M rev. Trades $325M mkt cap vs comps at 15-19x EBITDA, 2-3x upside potential.
Read full article (6 min)