“In addition to the goodwill impairment charge mentioned above, as a result of the assessment during the fourth quarter of 2025, the Company recognized a $ 12.0 million non-cash impairment charge, which is included in impairments in the consolidated statements…”10-K · Feb 25, 2026 ↗
agilon health, inc.
AGL
Market read
agilon health, inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- AGL's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if AGL's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- AGL's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- Latest annual revenue changed -2.1% year over year.
- Operating margin changed -3.0 percentage points in the latest annual period.
- Net margin changed -2.3 percentage points in the latest annual period.
- EV/sales is 358% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
89.73Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“We expect that competition will continue to increase as a result of consolidation in the healthcare industry and increased demand for a Total Care Model.”10-K · Feb 25, 2026 ↗
“The Company intends to vigorously oppose the Consolidated Derivative Matters and Sinha matter but is unable to predict the outcome or estimate any ultimate individual or aggregate amount of monetary liability or financial impact due to the early stages of the…”10-K · Feb 25, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 6.3× · EV/sales 6.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AGL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for AGL. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind AGL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
HUMHumana Inc.partnerFeb 25, 2026 ▾
“Moreover, our inability to maintain our agreements with payors, in particular with key payors such as Humana, Aetna and UnitedHealthcare, which represent a significant portion of our MA membership in certain markets, or to negotiate favorable terms for those…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AGL is currently a Follower in the organic co-movement group Healthcare Services & Tech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for AGL; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.