OMDA — Stock Film
STOCK FILMSCENE 1/11OMDA · $19.66
Stock Expert AI presents
OMDA
Omada Health, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Omada Health, Inc. What it actually does.

Provides virtual care programs for chronic conditions. Offers clinically validated programs for cardiometabolic disease. Now — the numbers.

946 employees
$1.2B market value
WHERE DOES THE MONEY COME FROM?
87%Services
ServicesHardware 13%
87% of all revenue comes from a single line: Services.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$260.2M
The loss that same year:
$12.8M
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company is still in the product-building phase: its spending runs above its sales. That only changes once the product starts selling at scale.

THE SALES TREND
Sales are growing, year after year.

Average growth of 43% a year over the last 3 years. Red columns mark years that ended in a loss.

$89.2M
2022
2023
2024
$260.2M
2025
In the vault right now:
$222M
DEBT: $0
At this pace, that money lasts about 17.4 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

THE PRICE TAG
MARKET VALUE / ANNUAL SALES
4.5×

This company is not turning a profit, so the market is pricing its sales instead: 4.5× for every dollar of annual revenue.

Against companies in its own sector, it looks cheaper than 44% of them.

Analysts' average target sits 32% above today's price.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 27% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 43% a year on average.

2
THE BRIGHT SIDE · 2/3
The product is selling

Sales run at $260.2M a year. A small number, but proof the product has real buyers.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $222.0M in the vault; even if every debt were paid off, $222.0M would remain.

1
THE RISKS · 1/2
Small scale, thin loss

A loss of $12.8M against $260.2M in annual sales.

2
THE RISKS · 2/2
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 44/100.

FINALE · THE GRADE
C
43 / 100 · MoonshotScore

On our five-subject report card, OMDA sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: OMDA is a high-risk stock — not yet profitable, and its future rides on its product catching on.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (44/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film