+59%

est. 2Y upside i

HealthcareSeries D+

Virtual care platform for chronic condition prevention and management

Rank

#745

Sector

Digital Health / Virtual Care

Est. Liquidity

~0Y

Data Quality

Data: High

Omada Health offers a compelling equity opportunity for a job candidate, with a public stock providing liquidity and a 2-year expected upside of ~59% net of dilution.

Last updated: July 19, 2026

Bull (35%)+85%

Revenue reaches ~$496M with exit multiple at 7x, driven by GLP-1 partnership expansion and sustained profitability. Net of 15% dilution, return is 85%.

Base (50%)+61%

Revenue grows to ~$496M with exit multiple converging to 5x, in line with public comps. Net of 15% dilution, return is 60.8%.

Bear (15%)-10%

Multiple compresses to 3x due to competitive pressure from Teladoc/Hinge Health and slower growth. After 15% dilution, return is -9.5%.

Est. time to liquidity~0.0 years
Adjusted for competitive dynamics: 67% (raw: 59%, adjustment: +8%)

Preference Stack Risk

severe

Funding Intensity

159%

Total preferred liquidation preference of $450M over $1.41B valuation (31.9% overhang); likely converted upon IPO but still a risk if not.

Dilution Risk

moderate

Expected 15% dilution over 2 years from employee equity grants and potential secondary offerings.

Secondary Liquidity

active

Omada trades on NASDAQ under OMDA, providing active secondary market liquidity for RSUs upon vesting.

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

    “How will Omada differentiate from Teladoc and Hinge Health in the GLP-1 space?”

  • 2

    “What are the unit economics of a per-member-per-month contract vs. a value-based contract?”

  • 3

    “What is the expected dilution from employee stock grants over the next 2 years?”

Community

Valuation Sentiment

Our model estimates +59% 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.