Omada Health, Inc. · Health Services

OMDA

Low riskNext report: Around Nov 5 (est.)

View price ↗

The short version

A company still losing money with growing sales. Institutions are adding.

Going well

Sales up 43% in the latest quarter vs a year ago
Sales up 53% last year
No debt reported

Watch out for

Losing money

Money moves

Insiders sold $357K in the last 30 days, all through pre-planned sales
Institutions added 9.3% to their holdings in the quarter ending June 2026 (100 bought, 57 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$19.26+1.7% that day

Company value: $1.2B; Share price times all shares
Price vs profit (P/E): 83.7x; You pay about $84 for each $1 of yearly profit
Price vs sales: 3.8x; Company value is 3.8 times a year of sales
Cash vs value: 19%; Cash as a share of company value

From OMDA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 10 quarters, from SEC filings

Sales, Jun '26

$87.8M+43% vs a year earlier

Mar '24Tap a barJun '26

Last 12 months: $309.8M, up 48% from the 12 months before.

What the price assumes

Your guesses, our math

Move the sliders to your own view of OMDA. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +48% a yearProfit margin1%Last 12 months: 1.4%P/E at the end40xToday: 83.7x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.2B

Profit in 5 years$12M

Price these guesses point to$7.52-61% vs $19.26 todayAbout -17% a year, before dividends

What today's price needs: with a 1% margin and a 40x P/E, sales would have to grow about 57% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/4Mixed

PassDebt under half of equityNot relying on borrowed money.0.00x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-4.9%
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$16.9M
PassGross margin 40%+Pricing power: sells for well above what it costs to make.65.7%

Revenue: $260.2M; +53.2% vs prior year
Total debt: None; 0.00x equity
Current ratio: 3.60x; short-term assets / bills due
Free cash flow: $16.9M; 6.5% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, profitable every year, share count not growing. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 6

Revenue: $87.8M; +43.1% YoY
EPS: $0.08; vs -$0.24
Op. margin: 4.0%; +11.1 pts
Gross margin: 72.6%; +6.9 pts
Free cash flow: $3.9M
Share count: +191.1%; vs a year ago

Insider rating

Last 90 days

46Mixed

Pre-planned sales of $357K (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 1
Normal week: 3.1
vs normal: 0.3x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+9.3%

Institutions added 9.3% to their holdings. 100 bought, 57 sold. 5 quarters of net buying in a row.

Shares held by institutions52.6M

Sep '24Jun '26

Safety check

From SEC filings

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

61M

Why low risk

Losing money

Earnings reports

Last 6

Next reportAround Nov 5 (est.)Estimated from the same quarter last year

Results filedAug 6
Results filedMay 7
Results filedMar 5
Results filedJan 12
Results filedNov 6, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Oct 27 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder New 5%+ holder (passive)Aug 14 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$357K1 insider, 1 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Sean P. DuffyChief Executive Officer	Sell	17K	$20.68	$357K	383K	Oct 1Filing ↗
-4.3% of their holdings $20.61 to $20.90 across 2 trades Pre-planned sale (10b5-1) Also Director Filed 4 days after