Omada Health, Inc. (OMDA) vs Phreesia, Inc. (PHR)

Omada Health, Inc. and Phreesia, Inc. are both Health Information Services companies. Omada Health, Inc. is the larger, with a market value of $1.1B against $685.3M — 1.7× the size. Phreesia, Inc. trades at the lower P/E: 64.4× against 252×. Omada Health, Inc. grew revenue faster over the last twelve months: 52.5% against 12.9%. Phreesia, Inc. has the higher net margin (2.06% vs 1.39%) and the higher return on invested capital (1.74% vs −0.93%). Across the 20 metrics below, Phreesia, Inc. leads on 16 and Omada Health, Inc. on 4.

Valuation

Metric OMDA PHR Health Information Services median
P/E 251.86 64.35 39.82
P/S 3.40 1.33 2.24
P/B 4.16 1.82 1.79
Price to free cash flow 61.42 10.03 19.04
EV/EBITDA 93.86 14.10 11.52
EV/Sales 2.78 1.49 2.64
Earnings yield 0.40% 1.55% (2.45%)
Free cash flow yield 1.63% 9.97% 0.00%

Profitability

Metric OMDA PHR Health Information Services median
Gross margin 68.19% 67.52% 62.87%
Operating margin (0.15%) 2.47% (9.45%)
Net margin 1.39% 2.06% (15.48%)
Free cash flow margin 5.53% 13.30% 0.00%
Return on equity 1.84% 3.12% (6.91%)
Return on assets 1.36% 1.98% (6.28%)
Return on invested capital (0.93%) 1.74% 0.00%

Growth

Metric OMDA PHR Health Information Services median
Revenue growth (TTM) 52.54% 12.93% 8.78%
EPS growth (last fiscal year) 94.27% 103.92% 57.06%
Revenue growth, 5-year CAGR — 26.45% 11.91%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric OMDA PHR Health Information Services median
Debt to equity 0.00 0.41 0.00
Current ratio 3.91 1.76 2.31
Net debt to EBITDA 77.72 3.58 0.48

Dividend

Metric OMDA PHR Health Information Services median
Dividend yield — — —
Payout ratio — — —

Size

Metric OMDA PHR Health Information Services median
Market cap 1.14b 685.26m 332.37m

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