Added to YB: 2026-01-30
Pitch date: 2026-01-28
OMDA [neutral]
Omada Health, Inc.
-22.79%
current return
Author Info
Karst Research is partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think. Occasional ramblings. 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
$654.7M
Pitch Price
$15.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-27.89
P/E
-10.39
EV/Sales
1.96
Sector
Health Care Providers and Services
Category
growth
Omada Health, Inc. - $OMDA
OMDA (watchlist): Virtual-first point solution for diabetes, MSK, hypertension & obesity w/ 48% to 61% gross margins, 50% Q4 revenue growth, turning profitable in 2026. Strong Cigna partnership but concerning 63% customer concentration & high A/R. Negative FCF despite growth. Waiting for diversification.
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