Added to YB: 2026-05-12
Pitch date: 2026-05-09
OMDA [neutral]
Omada Health, Inc.
-1.41%
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., together with its subsidiary, Physera, Inc., provides a range of virtual care programs in the United States.
Market Cap
$881.0M
Pitch Price
$14.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
-248.70
P/E
-116.00
EV/Sales
2.36
Sector
Health Care Providers and Services
Category
growth
Omada Health (OMDA): Q1 2026 Earnings Review
OMDA (earnings): Q1 rev $78M vs $74.1M est (+42% YoY), adj EBITDA $0.9M vs -$3M est, raised 2026 guide to $322-330M rev (from $312-322M) & $14-20M EBITDA (from $7-15M). 1.025M members (+51% YoY), crossed 1M milestone. Completed Big 3 PBMs (Optum Rx, CVS, Express Scripts=80% claims). GLP-1 prescribing ramping, Lilly partnership. Gross margin 64% (record Q1). Risks: analyst estimates still conservative vs 42% Q1 growth, 2027 catalysts not yet priced in.
Read full article (10 min)