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Partners with independent primary care physician groups to manage Medicare Advantage patients under value-based, full-risk contracts.
Partners with independent primary care physician groups to manage Medicare Advantage patients under value-based, full-risk contracts.
Receives a fixed share of each Medicare Advantage member's premium from the health plan and pays the medical bills, so it profits when members' care costs less than the premium and loses when costs run higher; the physician groups share in the result. It has pulled back from some unprofitable markets.
Moat: narrow (switching costs, data, process know-how). Long-term partnerships with physician groups embed agilon's risk-management platform and analytics into daily care.
Headquarters: Long Beach, California · Founded: 2016 · Employees: 856
Size agilon health (AGL) is a United States Health Care company (Medical/Nursing Services) with a market value of $1.90B, the 1829th largest of 3,117 United States companies the cockpit tracks. Shares closed at $113.39 on 6 Nov 2026.
Performance Over six months the shares gained 109.1%, against +22.8% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 0.3% over the last twelve months (peer median +5.9%); the operating margin is -4.3% (peer median 6.7%).
Valuation It trades at 8.36× book value against a peer median of 2.42× (3rd most expensive of 21).
Price implies The share price implies a return on equity of about 144.0%; agilon health delivers -78.9%, so the price asks more than the business earns today.
Short interest Short interest is 5.3% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $5.92B | $5.93B | $6.06B | $4.32B | $2.39B |
| Revenue growth | — | -2% | +40% | +81% | — |
| Gross profit | -$14.2M | -$189M | -$19.6M | $53.6M | $102M |
| EBITDA | -$226M | -$392M | -$259M | -$212M | -$89.1M |
| Net income | -$251M | -$405M | -$251M | -$215M | -$107M |
| Free cash flow | -$86.6M | -$119M | -$71.0M | -$172M | -$146M |
| Capital expenditure | $33.7M | $43.1M | $41.3M | $30.8M | $32.7M |
| Total debt | $33.4M | $36.8M | $44.0M | $52.3M | $56.0M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| agilon health AGL | $1.90B | +109% | 0% | -79% | 8.36× | 144.0% |
| CVS Health CVS | $107B | -7% | +7% | 14% | 1.33× | 9.3% |
| Privia Health PRVA | $3.12B | +6% | +24% | 4% | 3.94× | 25.4% |
| Clover Health Investments CLOV | $2.56B | +54% | +54% | -5% | 6.32× | 94.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AGL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +33.8% | +7.8% | 2nd highest of 21 |
| 6-month return | +109.1% | +22.8% | 2nd highest of 21 |
| Return on equity | -78.9% | 4.4% | lowest of 21 |
| Price / book | 8.36× | 2.42× | 3rd most expensive of 21 |
| ROE the price implies | 144.0% | 17.4% | most demanding of 21 |
| ROE delivered | -78.9% | 4.2% | lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| agilon health AGL | United States | $1.90B | +109% | 0% | -79% | 8.36× | 144.0% | -78.9% |
| Emeis EMEIS.PA | France | $1.94B | -30% | +4% | -13% | 1.27× | 10.3% | -13.3% |
| GeneDx WGS | United States | $1.86B | +53% | +25% | -41% | 7.61× | 93.9% | -40.8% |
| Dian Diagnostics 300244.SZ | China | $1.97B | +11% | -5% | 7% | 1.95× | 17.4% | 7.1% |
| Guangzhou Kingmed Diagnostics 603882.SS | China | $1.99B | +5% | -3% | 4% | 2.02× | 15.5% | 4.2% |
| Dr. Agarwal's Health Care AGARWALEYE.NS | India | $1.74B | +15% | +22% | 7% | 8.08× | 82.2% | n/a |
| Azenta AZTA | United States | $1.72B | +104% | +1% | -7% | 1.13× | 13.4% | -7.0% |
| Personalis PSNL | United States | $1.71B | +164% | -13% | -50% | 7.14× | 102.3% | -50.3% |
| NeoGenomics NEO | United States | $2.18B | +88% | +11% | -4% | 2.72× | 33.4% | -3.9% |
| Ping An Healthcare and Technology 1833.HK | Hong Kong | $1.63B | -47% | +8% | 5% | 1.08× | 12.2% | 4.7% |
| Ambea AMBEA.ST | Sweden | $1.63B | +30% | +13% | 16% | 3.00× | 14.0% | 15.5% |
| Vijaya Diagnostic Centre VIJAYA.NS | India | $1.60B | +22% | +24% | 21% | 14.31× | 138.6% | 21.2% |
| Teladoc Health TDOC | United States | $1.60B | +21% | -2% | -12% | 1.23× | 17.7% | -11.5% |
| AddLife ALIF-B.ST | Sweden | $2.29B | +25% | +2% | 11% | 3.77× | 34.1% | 11.4% |
| Sonida Senior Living SNDA | United States | $1.58B | -14% | +49% | -25% | 1.80× | 14.1% | -25.2% |
| Addus HomeCare ADUS | United States | $2.32B | +25% | +12% | 10% | 2.12× | 14.9% | 10.0% |
| U.S. Physical Therapy USPH | United States | $1.48B | +68% | +11% | 1% | 3.31× | 28.3% | 0.5% |
| Pediatrix Medical MD | United States | $2.44B | +33% | +2% | 17% | 2.88× | 17.4% | 17.2% |
| Clariane CLARI.PA | France | $1.40B | -20% | +1% | 0% | 0.34× | 4.3% | 0.3% |
| H.U.Group 4544.T | Japan | $1.35B | +24% | +1% | 7% | 1.58× | 5.7% | 7.2% |
| Diagnostyka DIA.WA | Poland | $1.29B | -5% | +19% | 55% | 9.93× | 72.3% | 54.8% |