Omada Health, Inc. (OMDA) vs Schrodinger, Inc. (SDGR)

Omada Health, Inc. and Schrodinger, Inc. are both Health Information Services companies. Schrodinger, Inc. is the larger, with a market value of $2.2B against $1.2B — 1.8× the size. Schrodinger, Inc. has negative trailing earnings, so its P/E is not meaningful; Omada Health, Inc. trades at 281×. Omada Health, Inc. grew revenue faster over the last twelve months: 52.5% against 8.88%. Omada Health, Inc. has the higher net margin (1.39% vs −21.0%) and the lower return on invested capital (−0.93% vs 0.00%). Across the 16 metrics below, Omada Health, Inc. leads on 14 and Schrodinger, Inc. on 2.

Valuation

Metric OMDA SDGR Health Information Services median
P/E 280.86 n/m 39.52
P/S 3.79 8.32 2.65
P/B 4.64 6.55 2.32
Price to free cash flow 68.50 n/m 16.77
EV/EBITDA 107.07 n/m 12.35
EV/Sales 3.17 6.70 3.06
Earnings yield 0.36% (2.56%) (1.68%)
Free cash flow yield 1.46% (6.04%) 0.54%

Profitability

Metric OMDA SDGR Health Information Services median
Gross margin 68.19% 56.87% 63.38%
Operating margin (0.15%) (59.24%) (8.35%)
Net margin 1.39% (20.98%) (14.70%)
Free cash flow margin 5.53% (50.29%) 0.58%
Return on equity 1.84% (16.18%) (6.82%)
Return on assets 1.36% (8.18%) (6.02%)
Return on invested capital (0.93%) 0.00% 0.00%

Growth

Metric OMDA SDGR Health Information Services median
Revenue growth (TTM) 52.54% 8.88% 8.62%
EPS growth (last fiscal year) 94.27% 45.14% —
Revenue growth, 5-year CAGR — 18.81% 12.36%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric OMDA SDGR Health Information Services median
Debt to equity 0.00 0.00 0.01
Current ratio 3.91 2.71 2.37
Net debt to EBITDA 77.72 2.50 0.50

Dividend

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

Size

Metric OMDA SDGR Health Information Services median
Market cap 1.22b 2.21b 352.86m

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