Added to YB: 2025-10-23
Pitch date: 2025-10-21
TOI [neutral]
The Oncology Institute, Inc.
-11.89%
current return
Author Info
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Company Info
The Oncology Institute, Inc., an oncology company, provides various medical oncology services in the United States.
Market Cap
$390.6M
Pitch Price
$4.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
-19.98
P/E
-6.22
EV/Sales
1.01
Sector
Health Care Providers and Services
Category
growth
The Oncology Institute (TOI). Second part
TOI (update): Leading oncology VBC provider w/ 60+ practices, 41% revenue CAGR over 18yrs. Transitioning to profitability (Q4 breakeven guided) after expansion capex. Added $48M annualized revenue 2024 from new contracts. Bull case: 7% market penetration in FL/NV could add ~$150M EBITDA. Target $70M EBITDA by 2028, 15x multiple = $1B+ valuation vs $480M current EV.
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