Omada Health OMDA

Omada Health trades at 3.5x EV/NTM revenue on a $1.23B enterprise value. Revenue grew 43.1% year over year to $87.8M in the quarter ending June 2026, an annual run rate of $351.0M. Omada Health reports a 72.6% gross margin and 15.8-month CAC payback.

ARR ($M)
351
Net Dollar Retention
--
ARR Growth
43.3%
EV / NTM Revenue
3.5x
Payback Period
15.8
EV / Run Rate
3.5x
Price & Key Metrics
Price Performance
Company Details
Share Price: 23.69
Last Filing Date: 2026-06-30
Last Filing: Form
Founding Year: 1999
IPO Year: 2025
% of 52 wk High: 88%
Description
Omada Health, Inc. provides a range of virtual care programs in the United States. The company offers cardiometabolic programs for prediabetes, diabetes, and hypertension; a physical therapy program to address musculoskeletal conditions; other support programs for members taking glucagon-like peptide-1 agonists in its cardiometabolic program; and weight management programs, as well as various behavioral health support programs.
Categories
Healthcare Healthtech Healthcare Services B2B SaaS High Growth SaaS Top 10 SaaS
Valuation
Market Cap: 1,450.224
Enterprise Value: 1,228.512
EV / Revenue Run Rate: 3.5x
EV / NTM Revenue: 3.5x
EV / 2026 Revenue Estimates: 3.8x
EV / 2027 Revenue Estimates: 3.1x
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 351
ARR Growth %: 43%
ARR/Customer ($K): --
ARR/Employee ($K): 371
Revenue
Revenue Run Rate: 351
ARR: 351
2026 Revenue Estimates: 322
2027 Revenue Estimates: 396
2028 Revenue Estimates: --
LTM Revenue: 309
Last Year Run Rate: 245
Growth
Revenue Growth: 43%
ARR Growth: 43%
Growth Persistence: 88%
2026 Revenue Growth Estimates: 27%
2027 Revenue Growth Estimates: 23%
2028 Revenue Growth Estimates: --
High Growth SaaS Matrix
Annual Run Rate ($) Revenue Growth Gross Margin Net Dollar Retention LTM CAC Payback Period (months) Rule of 40 (LTM FCF)
 
12,008.0
 
 
74%
 
 
84%
 
 
129%
 
 
10.23
 
 
92%
 
 
4,485.0
 
 
48%
 
 
76%
 
 
125%
 
 
14.1
 
 
66%
 
 
1,709.0
 

37%
 

69%
 
 
119%
 

24.24
 
 
56%
 
 
851.0
 
33%
 
 
64%
 
 
114%
 
 
28.86
 

46%
 
 
Omada Health
 
351
 
43%
 
73%
 
 
15.79
 
49%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Omada Health growing?

Omada Health grew revenue 43.1% year over year, reaching $87.8M in the quarter ending June 2026.

What multiple does Omada Health trade at?

Omada Health trades at 3.5x EV/NTM revenue and 3.5x EV/run-rate, on an enterprise value of $1.23B.

Is Omada Health profitable?

For Omada Health, operating income was $3.5M last quarter and LTM free cash flow margin is 5.5%.

How long does it take Omada Health to pay back CAC?

Omada Health recovers customer acquisition cost in about 15.8 months.

What sector is Omada Health in?

Public Comps classifies Omada Health under Healthcare, Healthtech, Healthcare Services, B2B SaaS, High Growth SaaS, and Top 10 SaaS.

Where does Public Comps get Omada Health's data?

Figures come from Omada Health's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.