Professional
Added to YB: 2026-04-14
Pitch date: 2026-04-10
TOI [neutral]
The Oncology Institute, Inc.
+6.8%
current return
Author Info
Company Info
The Oncology Institute, Inc., an oncology company, provides various oncology services in the United States.
Market Cap
$304.4M
Pitch Price
$3.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
-20.07
P/E
-5.66
EV/Sales
0.75
Sector
Health Care Providers and Services
Category
turnaround
Cedar Grove Capital Management Portfolio Holding: The Oncology Institute, Inc.
TOI (holding update): Niche oncology platform delivering end-to-end cancer care via value-based care model, assuming risk for total patient outcomes vs fee-for-service. Aligns incentives across payers/physicians/patients, lowering costs while capturing economics across full value chain. Stock rebounded from 2024 lows on new mgmt driving topline growth via payer contracts & pharmacy segment expansion. Inflecting to adj EBITDA profitability, proving operating leverage as VBC model gains traction.
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