Omada Health (OMDA) Stock Overview
Together with its subsidiary, Physera, Inc., provides a range of virtual care programs in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
OMDA Community Fair Values
Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Omada Health, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$20.89 |
| 52 Week High | US$26.92 |
| 52 Week Low | US$10.28 |
| Beta | 0 |
| 1 Month Change | 16.25% |
| 3 Month Change | 66.19% |
| 1 Year Change | 14.15% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -9.17% |
Recent News & Updates
OMDA: GLP-1 Program Reliance Will Drive Lower Future Return Expectations
Analysts have adjusted their Omada Health fair value estimate down from $17.53 to $15.00, as they now apply a slightly higher discount rate and expect lower revenue growth. This is partly offset by assumptions for a higher profit margin and a lower future P/E multiple.Omada Health: A Great Company Without Pricing Power
Summary I initiate coverage on Omada Health with a Hold rating. The current price of ~$16 offers a not attractive enough risk-reward despite the underlying business quality. Omada is a fundamentally good company: 90%+ three-year customer retention, $212M cash with zero debt, founder-led management with 15 years of execution, and a unique multi-condition platform distributed across all. However, two structural constraints prevent me from upgrading to Buy: customer concentration of approximately 66% in two Cigna affiliates, and limited unit pricing power as explicitly acknowledged by the company. I would upgrade to Buy if customer concentration drops below 33% and the company's forward P/E reaches ~20. Read the full article on Seeking AlphaRecent updates
OMDA: GLP-1 Program Reliance Will Drive Lower Future Return Expectations
Analysts have adjusted their Omada Health fair value estimate down from $17.53 to $15.00, as they now apply a slightly higher discount rate and expect lower revenue growth. This is partly offset by assumptions for a higher profit margin and a lower future P/E multiple.Omada Health: A Great Company Without Pricing Power
Summary I initiate coverage on Omada Health with a Hold rating. The current price of ~$16 offers a not attractive enough risk-reward despite the underlying business quality. Omada is a fundamentally good company: 90%+ three-year customer retention, $212M cash with zero debt, founder-led management with 15 years of execution, and a unique multi-condition platform distributed across all. However, two structural constraints prevent me from upgrading to Buy: customer concentration of approximately 66% in two Cigna affiliates, and limited unit pricing power as explicitly acknowledged by the company. I would upgrade to Buy if customer concentration drops below 33% and the company's forward P/E reaches ~20. Read the full article on Seeking AlphaIs Omada Health, Inc. (NASDAQ:OMDA) Trading At A 34% Discount?
Key Insights Omada Health's estimated fair value is US$23.60 based on 2 Stage Free Cash Flow to Equity Omada Health's...With A 26% Price Drop For Omada Health, Inc. (NASDAQ:OMDA) You'll Still Get What You Pay For
Omada Health, Inc. ( NASDAQ:OMDA ) shareholders that were waiting for something to happen have been dealt a blow with a...Shareholder Returns
| OMDA | US Healthcare | US Market | |
|---|---|---|---|
| 7D | 16.2% | 5.9% | -2.5% |
| 1Y | 14.2% | 22.1% | 19.0% |
Return vs Industry: OMDA underperformed the US Healthcare industry which returned 22.1% over the past year.
Return vs Market: OMDA underperformed the US Market which returned 19% over the past year.
Price Volatility
| OMDA volatility | |
|---|---|
| OMDA Average Weekly Movement | 7.6% |
| Healthcare Industry Average Movement | 7.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: OMDA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: OMDA's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2011 | 943 | Sean Duffy | www.omadahealth.com |
Omada Health, Inc., together with its subsidiary, Physera, Inc., provides a range of virtual care programs in the United States. The company offers cardiometabolic programs for prediabetes, diabetes, and hypertension; a physical therapy program to address musculoskeletal conditions; other support programs for members taking glucagon-like peptide-1 agonists in its cardiometabolic program; and weight management programs, as well as various behavioral health support programs. It also delivers virtual care.
Omada Health, Inc. Fundamentals Summary
| OMDA fundamental statistics | |
|---|---|
| Market cap | US$1.24b |
| Earnings (TTM) | -US$6.30m |
| Revenue (TTM) | US$283.30m |
Is OMDA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| OMDA income statement (TTM) | |
|---|---|
| Revenue | US$283.30m |
| Cost of Revenue | US$95.56m |
| Gross Profit | US$187.73m |
| Other Expenses | US$194.03m |
| Earnings | -US$6.30m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.11 |
| Gross Margin | 66.27% |
| Net Profit Margin | -2.22% |
| Debt/Equity Ratio | 0% |
How did OMDA perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/29 05:11 |
| End of Day Share Price | 2026/06/26 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Omada Health, Inc. is covered by 13 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Vikram Kesavabhotla | Baird |
| Saket Kalia | Barclays |
| Sean Dodge | BMO Capital Markets Equity Research |