+39%

est. 2Y upside i

HealthcareIPO

Virtual care platform for chronic condition prevention and management

Rank

#2377

Sector

Digital Health / Chronic Care

Est. Liquidity

~0Y

Data Quality

Data: Medium

Omada is executing well post-IPO: 53% growth, Q4 profitability, GLP-1 product.

Last updated: March 21, 2026

Bull (30%)+100%

GLP-1 Flex Care drives $400M+ rev. Re-rates to 8-10x (~$3.2-4B). ~$18-22/share.

Base (45%)+40%

$317M 2026 guidance met. Sustained profitability. Trades to 6-7x (~$2-2.2B). ~$12-14.

Bear (25%)-35%

Top 5 customer churn; GLP-1 coverage headwinds. Growth slows to 15%. Compresses to 3x.

Est. time to liquidity~0.0 years

Preference Stack Risk

severe

Funding Intensity

43%

Public — no preference stack.

Dilution Risk

moderate

SBC typical of digital health.

Secondary Liquidity

active

NASDAQ-listed (OMDA).

View all 20 open roles at Omada Health →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Omada Health's data — designed to show you've done your homework.

  • 1

    “GLP-1 Flex Care adoption rate?”

  • 2

    “Customer concentration mitigation?”

  • 3

    “Path to sustained GAAP profitability?”

Cluster Peers

Expected Upside

Omada Health
+39%
Noom
-18%

Community

Valuation Sentiment

Our model estimates +39% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.