Added to YB: 2026-01-30
Pitch date: 2026-01-28
OMDA [neutral]
Omada Health, Inc.
+6.75%
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., together with its subsidiary, Physera, Inc., provides a range of virtual care programs in the United States.
Market Cap
$953.6M
Pitch Price
$15.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-275.66
P/E
-125.54
EV/Sales
2.62
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.
Read full article (6 min)