Omada Health, Inc. (OMDA) vs Privia Health Group, Inc. (PRVA)

Omada Health, Inc. and Privia Health Group, Inc. are both Health Information Services companies. Privia Health Group, Inc. is the larger, with a market value of $2.5B against $1.2B — 2.0× the size. Privia Health Group, Inc. trades at the lower P/E: 89.6× against 281×. Omada Health, Inc. grew revenue faster over the last twelve months: 52.5% against 24.1%. Omada Health, Inc. has the higher net margin (1.39% vs 1.19%) and the lower return on invested capital (−0.93% vs 6.59%). Across the 19 metrics below, Privia Health Group, Inc. leads on 14 and Omada Health, Inc. on 5.

Valuation

Metric OMDA PRVA Health Information Services median
P/E 280.86 89.59 39.52
P/S 3.79 1.05 2.65
P/B 4.64 2.97 2.32
Price to free cash flow 68.50 19.00 16.77
EV/EBITDA 107.07 36.52 12.35
EV/Sales 3.17 0.88 3.06
Earnings yield 0.36% 1.12% (1.68%)
Free cash flow yield 1.46% 5.26% 0.54%

Profitability

Metric OMDA PRVA Health Information Services median
Gross margin 68.19% 10.03% 63.38%
Operating margin (0.15%) 1.90% (8.35%)
Net margin 1.39% 1.19% (14.70%)
Free cash flow margin 5.53% 5.56% 0.58%
Return on equity 1.84% 3.58% (6.82%)
Return on assets 1.36% 2.04% (6.02%)
Return on invested capital (0.93%) 6.59% 0.00%

Growth

Metric OMDA PRVA Health Information Services median
Revenue growth (TTM) 52.54% 24.10% 8.62%
EPS growth (last fiscal year) 94.27% 63.64% —
Revenue growth, 5-year CAGR — 21.04% 12.36%
Net income growth, 5-year CAGR — (6.01%) 0.00%

Health

Metric OMDA PRVA Health Information Services median
Debt to equity 0.00 0.00 0.01
Current ratio 3.91 1.62 2.37
Net debt to EBITDA 77.72 (10.87) 0.50

Dividend

Metric OMDA PRVA Health Information Services median
Dividend yield — — 0.85%
Payout ratio — 0.00 0.00

Size

Metric OMDA PRVA Health Information Services median
Market cap 1.22b 2.48b 352.86m

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