“Increased expenses as a result of operating as a public company include expenses necessary to comply with the rules and regulations applicable to companies listed on a national securities exchange and related compliance and reporting obligations pursuant to t…”10-Q · May 8, 2026 ↗
Omada Health, Inc.
OMDA
Market read
Omada Health, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
- OMDA's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if OMDA's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- OMDA'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?
- Latest annual revenue changed +53.2% year over year.
- Operating margin changed +21.1 percentage points in the latest annual period.
- Net margin changed +22.8 percentage points in the latest annual period.
- Product pipeline and R&D has repeated favorable evidence across 4 filings.
- Tariffs and trade policy has repeated favorable evidence across 3 filings.
No qualifying adverse evidence was identified; that is not proof there is no downside.
- EV/sales is 56% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
19.64Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“7 $ 8,806 $ 3,891 44 % Research and development expenses increased by $3.9 million, or 44%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily driven by a $3.5 million increase in personnel costs related to…”10-Q · May 8, 2026 ↗
“Cost of hardware revenue increased by $4.6 million, or 44%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily driven by a 51% increase in total members, reflecting new members enrolled in our programs compa…”10-Q · May 8, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.8× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
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 OMDA. 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 OMDA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind OMDA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
DRIOFiling-linked namecompetitorMay 8, 2026 ▾
“We currently face competition from a range of digital health companies, including direct competition from: competitors offering cardiometabolic programs, such as Hello Heart Inc., Lark Technologies, Inc., Livongo (via Teladoc Health, Inc.), Onduo LLC, Vida He…”
HNGEHinge Health, Inc.competitorMay 8, 2026 ▾
“We currently face competition from a range of digital health companies, including direct competition from: competitors offering cardiometabolic programs, such as Hello Heart Inc., Lark Technologies, Inc., Livongo (via Teladoc Health, Inc.), Onduo LLC, Vida He…”
Depended on by
HNGEHinge Health, Inc.competitorMay 7, 2026 ▾
“Our competitors fall into the following categories: • Digital platforms that provide broad MSK care or programs that address a segment of MSK care, including Kaia Health Software, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
OMDA is currently a Follower in the organic co-movement group Online Consumer Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for OMDA; 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.