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ONEM

1Life HealthcareNasdaqGS:ONEM Stock Report

Last Price

US$11.26

Market Cap

US$2.1b

7D

-26.7%

1Y

-76.4%

Updated

19 Jan, 2022

Data

Company Financials +
ONEM fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance0/6
Financial Health4/6
Dividends0/6

ONEM Stock Overview

1Life Healthcare, Inc. operates a membership-based primary care platform under the One Medical brand.

1Life Healthcare Competitors

agilon health

NYSE:AGL

US$7.0b

Oak Street Health

NYSE:OSH

US$4.9b

Privia Health Group

NasdaqGS:PRVA

US$2.3b

Accolade

NasdaqGS:ACCD

US$1.2b

Price History & Performance

Summary of all time highs, changes and price drops for 1Life Healthcare
Historical stock prices
Current Share PriceUS$11.26
52 Week HighUS$59.82
52 Week LowUS$11.20
Beta0
1 Month Change-35.35%
3 Month Change-48.84%
1 Year Change-76.41%
3 Year Changen/a
5 Year Changen/a
Change since IPO-49.00%

Recent News & Updates

Nov 14
Does 1Life Healthcare (NASDAQ:ONEM) Have A Healthy Balance Sheet?

Does 1Life Healthcare (NASDAQ:ONEM) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Shareholder Returns

ONEMUS HealthcareUS Market
7D-26.7%-3.1%-3.5%
1Y-76.4%13.9%10.2%

Return vs Industry: ONEM underperformed the US Healthcare industry which returned 16.4% over the past year.

Return vs Market: ONEM underperformed the US Market which returned 13.7% over the past year.

Price Volatility

Is ONEM's price volatile compared to industry and market?
ONEM volatility
ONEM Average Weekly Movement10.5%
Healthcare Industry Average Movement8.0%
Market Average Movement6.6%
10% most volatile stocks in US Market15.8%
10% least volatile stocks in US Market2.4%

Stable Share Price: ONEM is more volatile than 75% of US stocks over the past 3 months, typically moving +/- 10% a week.

Volatility Over Time: ONEM's weekly volatility (10%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
20022,940Amir Rubinhttps://www.onemedical.com

1Life Healthcare, Inc. operates a membership-based primary care platform under the One Medical brand. The company has developed a healthcare membership model based on direct consumer enrollment, as well as employer sponsorship. Its membership model includes seamless access to digital health services paired with inviting in-office care routinely covered under health insurance programs.

1Life Healthcare Fundamentals Summary

How do 1Life Healthcare's earnings and revenue compare to its market cap?
ONEM fundamental statistics
Market CapUS$2.15b
Earnings (TTM)-US$167.36m
Revenue (TTM)US$514.90m

4.2x

P/S Ratio

-12.8x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
ONEM income statement (TTM)
RevenueUS$514.90m
Cost of RevenueUS$313.72m
Gross ProfitUS$201.18m
ExpensesUS$368.54m
Earnings-US$167.36m

Last Reported Earnings

Sep 30, 2021

Next Earnings Date

n/a

Earnings per share (EPS)-0.88
Gross Margin39.07%
Net Profit Margin-32.50%
Debt/Equity Ratio17.3%

How did ONEM perform over the long term?

See historical performance and comparison

Valuation

Is 1Life Healthcare undervalued compared to its fair value and its price relative to the market?

>50%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: ONEM ($11.26) is trading below our estimate of fair value ($52.7)

Significantly Below Fair Value: ONEM is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: ONEM is unprofitable, so we can't compare its PE Ratio to the US Healthcare industry average.

PE vs Market: ONEM is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate ONEM's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: ONEM is good value based on its PB Ratio (1.2x) compared to the US Healthcare industry average (2.7x).


Future Growth

How is 1Life Healthcare forecast to perform in the next 1 to 3 years based on estimates from 15 analysts?

15.9%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: ONEM is forecast to remain unprofitable over the next 3 years.

Earnings vs Market: ONEM is forecast to remain unprofitable over the next 3 years.

High Growth Earnings: ONEM is forecast to remain unprofitable over the next 3 years.

Revenue vs Market: ONEM's revenue (26.8% per year) is forecast to grow faster than the US market (9.3% per year).

High Growth Revenue: ONEM's revenue (26.8% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: ONEM is forecast to be unprofitable in 3 years.


Past Performance

How has 1Life Healthcare performed over the past 5 years?

-40.1%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: ONEM is currently unprofitable.

Growing Profit Margin: ONEM is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: ONEM is unprofitable, and losses have increased over the past 5 years at a rate of 40.1% per year.

Accelerating Growth: Unable to compare ONEM's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: ONEM is unprofitable, making it difficult to compare its past year earnings growth to the Healthcare industry (32.5%).


Return on Equity

High ROE: ONEM has a negative Return on Equity (-9.36%), as it is currently unprofitable.


Financial Health

How is 1Life Healthcare's financial position?


Financial Position Analysis

Short Term Liabilities: ONEM's short term assets ($747.1M) exceed its short term liabilities ($209.0M).

Long Term Liabilities: ONEM's short term assets ($747.1M) exceed its long term liabilities ($712.9M).


Debt to Equity History and Analysis

Debt Level: ONEM has more cash than its total debt.

Reducing Debt: Insufficient data to determine if ONEM's debt to equity ratio has reduced over the past 5 years.


Balance Sheet


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: ONEM has sufficient cash runway for more than 3 years based on its current free cash flow.

Forecast Cash Runway: Insufficient data to determine if ONEM has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.


Dividend

What is 1Life Healthcare current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate ONEM's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate ONEM's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if ONEM's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if ONEM's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of ONEM's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.8yrs

Average management tenure


CEO

Amir Rubin (51 yo)

4.42yrs

Tenure

US$199,053,051

Compensation

Mr. Amir Dan Rubin, MBA, has been the Chief Executive Officer and President at 1Life Healthcare, Inc. since August 2017 and has been its Chair, since September 2017. From January 2016 to August 2017, he se...


CEO Compensation Analysis

Compensation vs Market: Amir's total compensation ($USD199.05M) is above average for companies of similar size in the US market ($USD3.62M).

Compensation vs Earnings: Amir's compensation has increased whilst the company is unprofitable.


Leadership Team

Experienced Management: ONEM's management team is considered experienced (2.8 years average tenure).


Board Members

Experienced Board: ONEM's board of directors are not considered experienced ( 2.9 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 43.5%.


Top Shareholders

Company Information

1Life Healthcare, Inc.'s employee growth, exchange listings and data sources


Key Information

  • Name: 1Life Healthcare, Inc.
  • Ticker: ONEM
  • Exchange: NasdaqGS
  • Founded: 2002
  • Industry: Health Care Services
  • Sector: Healthcare
  • Implied Market Cap: US$2.148b
  • Shares outstanding: 190.89m
  • Website: https://www.onemedical.com

Number of Employees


Location

  • 1Life Healthcare, Inc.
  • One Embarcadero Center
  • Suite 1900
  • San Francisco
  • California
  • 94111
  • United States

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/01/19 00:06
End of Day Share Price2022/01/18 00:00
Earnings2021/09/30
Annual Earnings2020/12/31


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 here.