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Added to YB: 2026-01-05

Pitch date: 2025-12-28

OMDA [bullish]

Omada Health, Inc.

-7.35%

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. provides a range of virtual care programs in the United States. The company offers cardiometabolic programs for prediabetes, diabetes, and hypertension; a physical therapy program to address musculoskeletal conditions; other support programs for members taking glucagon-like peptide-1 agonists in its cardiometabolic program; and weight management programs, as well as various behavioral health support programs.

Market Cap

$913.5M

Pitch Price

$16.20

Price Target

N/A

Dividend

N/A

EV/EBITDA

-43.72

P/E

-14.49

EV/Sales

3.08

Sector

Health Care Providers and Services

Category

growth

Show full summary:
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)