WallStSmart

Omada Health, Inc. Common Stock (OMDA)vsR1 RCM Inc (RCM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

R1 RCM Inc generates 847% more annual revenue ($2.46B vs $260.21M). RCM leads profitability with a -2.5% profit margin vs -4.9%. RCM earns a higher WallStSmart Score of 39/100 (F).

OMDA

Hold

37

out of 100

Grade: F

Growth: 8.0Profit: 2.5Value: 5.0Quality: 5.8
Piotroski: 5/9Altman Z: -1.74

RCM

Hold

39

out of 100

Grade: F

Growth: 6.0Profit: 3.0Value: 6.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OMDA1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
58.1%10/10

Revenue surging 58.1% year-over-year

RCM1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

OMDA4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$796.08M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

Return on EquityProfitability
-8.7%2/10

ROE of -8.7% — below average capital efficiency

RCM4 concerns · Avg: 2.8/10
PEG RatioValuation
2.064/10

Expensive relative to growth rate

Operating MarginProfitability
3.8%3/10

Operating margin of 3.8%

Return on EquityProfitability
-2.2%2/10

ROE of -2.2% — below average capital efficiency

EPS GrowthGrowth
-99.3%2/10

Earnings declined 99.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : OMDA

The strongest argument for OMDA centers on Revenue Growth. Revenue growth of 58.1% demonstrates continued momentum.

Bull Case : RCM

The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% demonstrates continued momentum.

Bear Case : OMDA

The primary concerns for OMDA are EPS Growth, Market Cap, Operating Margin.

Bear Case : RCM

The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.

Key Dynamics to Monitor

OMDA profiles as a hypergrowth stock while RCM is a turnaround play — different risk/reward profiles.

OMDA is growing revenue faster at 58.1% — sustainability is the question.

RCM generates stronger free cash flow (60M), providing more financial flexibility.

Monitor HEALTH INFORMATION SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RCM scores higher overall (39/100 vs 37/100) and 14.7% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Omada Health, Inc. Common Stock

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

Omada Health, Inc. provides a range of virtual care programs in the United States. The company is headquartered in San Francisco, California.

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R1 RCM Inc

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

R1 RCM Inc (RCM) is a leading provider of technology-enabled revenue cycle management services, specializing in optimizing the financial performance of healthcare organizations. By leveraging advanced analytics and industry expertise, R1 RCM delivers comprehensive solutions that streamline patient billing processes and enhance operational efficiencies across a diverse portfolio of clients, including hospitals and outpatient facilities. The company's innovative approach not only improves revenue capture but also elevates the patient experience, positioning R1 RCM as a key player in the evolving healthcare landscape. With a robust growth strategy focused on expanding its service offerings and market reach, R1 RCM is poised to capitalize on the increasing demand for effective revenue cycle solutions in the healthcare sector.

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