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Added to YB: 2025-11-18

Pitch date: 2025-11-14

TOI [neutral]

The Oncology Institute, Inc.

-5.51%

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

$3.99

Price Target

12.00 (+217%)

Dividend

N/A

EV/EBITDA

-19.98

P/E

-6.22

EV/Sales

1.01

Sector

Health Care Providers and Services

Category

growth

Show full summary:
TOI Q3 2025 Results

TOI (earnings): Q3 results beat expectations w/ dispensary rev +57% YoY (55% of total). Value-based care model driving MLR to 60s vs 80-90s for peers. 2025 rev guidance ~$500M, potential $600M next yr. 20% growth could yield $70M EBITDA by 2028. 15x multiple = 3x upside from current price.

Read full article (3 min)