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Provides digital chronic-disease management programs (diabetes, hypertension, musculoskeletal) via app and health coaching for employers and health plans.
Provides digital chronic-disease management programs (diabetes, hypertension, musculoskeletal) via app and health coaching for employers and health plans.
Is paid by employers and health plans rather than by the patient, mainly as a fee per enrolled member, with part of the fee tied to health results. It added support for patients taking GLP-1 weight-loss drugs, and went public in 2025.
Moat: narrow (data, customer qualification, installed base). Clinical outcomes data and embedded employer/health-plan contracts create switching costs versus newer entrants.
Headquarters: San Francisco, California, United States · Founded: 2011 · Employees: 916
Size Omada Health (OMDA) is a United States Information Technology company (Internet Software/Services) with a market value of $924M, the 2299th largest of 3,117 United States companies the cockpit tracks. Shares closed at $15.09 on 6 Nov 2026.
Performance Over six months the shares gained 1.8%, against -12.1% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 47.6% over the last twelve months (peer median +6.8%); the operating margin is -0.1% (peer median 11.2%).
Valuation It trades at 37.1× forward earnings against a peer median of 13.4× (4th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 29% a year for seven years (Req g). Recent delivered growth is +43%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 16.6 points below its cost of capital (15.4% WACC).
Short interest Short interest is 13.6% of the free float (15 Oct 2026).
Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $310M | $260M | $170M | $123M | $89.2M |
| Revenue growth | — | +53% | +38% | +38% | — |
| Gross profit | $211M | $170M | $102M | $69.3M | $42.0M |
| EBITDA | $5.43M | -$6.48M | -$38.9M | -$61.5M | -$68.0M |
| Net income | $4.30M | -$12.8M | -$47.1M | -$67.5M | -$72.5M |
| Free cash flow | $22.7M | $16.9M | -$34.8M | -$50.2M | -$68.4M |
| Capital expenditure | $6.55M | $5.83M | $3.86M | $2.92M | $2.72M |
| Total debt | $0 | $0 | $30.2M | $30.6M | $30.8M |
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 | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Omada Health OMDA | $924M | +2% | +48% | 0% | 37.1× | 28.7% |
| Teladoc Health TDOC | $1.60B | +21% | -2% | -5% | n/a | -5.2% |
| Hinge Health HNGE | $9.34B | +107% | +50% | 19% | 39.6× | 34.1% |
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 | OMDA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -27.5% | +1.2% | lowest of 21 |
| 6-month return | +1.8% | -12.1% | 6th highest of 21 |
| Distance from 52-week high | -40.7% | -38.2% | 11th highest of 21 |
| Revenue growth (TTM) | +47.6% | +6.8% | 2nd highest of 20 |
| Operating margin | -0.1% | 11.2% | 6th lowest of 20 |
| Forward P/E | 37.1× | 13.4× | 4th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 28.7% | 5.9% | 2nd most demanding of 15 |
| Growth delivered (Del g) | +42.9% | +14.3% | 3rd highest of 15 |
| Hurdle (Req g minus delivered) | -14.2 pp | -7.9 pp | 7th least demanding of 15 |
| ROIC minus cost of capital | -16.6 pp | +5.5 pp | 3rd lowest of 17 |
| Net debt / EBITDA | -40.8× | 0.1× | least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Omada Health OMDA | United States | $924M | +2% | +48% | 0% | 37.1× | 28.7% | +42.9% |
| BuySell Technologies 7685.T | Japan | $938M | -28% | +58% | 11% | 15.0× | -1.2% | +46.8% |
| Sify Technologies Limited Sponsored ADR SIFY | United States | $941M | -20% | +11% | 8% | n/a | n/a | n/a |
| LegalZoom.com LZ | United States | $897M | -19% | +12% | 4% | 6.7× | 6.1% | +9.9% |
| TeamViewer TMV.DE | Germany | $894M | -5% | +2% | 34% | 5.2× | -11.0% | +10.4% |
| iQIYI, Inc. Sponsored ADR IQ | United States | $886M | -20% | -3% | -2% | n/a | n/a | n/a |
| Gushengtang 2273.HK | Hong Kong | $874M | +1% | +12% | 13% | 13.4× | 2.4% | +27.6% |
| D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR HEPS | United States | $979M | -3% | +22% | -3% | n/a | n/a | n/a |
| Yalla Group Ltd. Sponsored ADR YALA | United States | $863M | -21% | -4% | 31% | 7.0× | n/a | n/a |
| EverQuote EVER | United States | $1.02B | +41% | +24% | 11% | 14.3× | -7.0% | +14.8% |
| FuboTV FUBO | United States | $830M | -26% | n/a | n/a | n/a | n/a | n/a |
| PubMatic PUBM | United States | $811M | +82% | -1% | -5% | 360.6× | 7.8% | +13.7% |
| Yelp YELP | United States | $1.06B | -28% | +2% | 13% | 8.1× | -18.4% | +10.9% |
| Auction Technology ATG.L | United Kingdom | $789M | +36% | +22% | 11% | 16.1× | 22.7% | +32.6% |
| Le Travenues Technology IXIGO.NS | India | $775M | -2% | +16% | 6% | 47.3× | 38.2% | +55.4% |
| Nextdoor NXDR | United States | $758M | -3% | +10% | -17% | 350.1× | 24.0% | +15.9% |
| Moonpig MOON.L | United Kingdom | $1.13B | +41% | +7% | 21% | 15.2× | 3.7% | +0.3% |
| Baltic Classifieds BCG.L | United Kingdom | $1.14B | -99% | +7% | 68% | 0.2× | 15.2% | +15.9% |
| Phoenix Education Partners PXED | United States | $718M | -36% | +1% | 17% | 5.0× | n/a | n/a |
| Huawen Media 000793.SZ | China | $1.19B | -34% | 0% | -14% | n/a | 17.8% | -34.6% |
| Cars.com CARS | United States | $715M | +14% | +1% | 11% | 6.2× | 5.7% | +5.7% |