ONCOLOGY INSTITUTE INC (TOI)
Health Care · Community oncology practices and value-based cancer care management · NASDAQ
National community oncology practice leveraging value-based contracts and specialty pharmacy to reduce cancer care costs while managing 2 million patients across 17 markets.
What ONCOLOGY INSTITUTE INC does
The Oncology Institute is a community-based oncology care provider that operates 65 company-owned clinics and manages 81 independent clinics across 17 markets in five states, treating patients for medical oncology, hematology, infusion therapy, and radiation therapy. The company generates revenue through three business lines: fee-for-service patient care, value-based risk-sharing contracts with payors and managed care organizations, and specialty pharmacy services. TOI manages approximately 2 million patients under value-based agreements and generates predictable, recurring revenue by assuming responsibility for oncology care management at the population level. The company employs 116 providers and contracts with a network of 198 independent providers to deliver integrated oncology care with a focus on reducing costs through clinical pathways, drug formulary management, and best-practice clinical protocols.
Themes: ["Value-based care and risk-sharing contracts"]
Fundamentals
- Price$5.85 as of 2026-07-09 close
- Market cap$582M as of 2026-07-10
- 1-year return+126.0% as of 2026-07-09 close
- Net margin-8.0% as of 2026-07-10
- Gross margin+15.1% as of 2026-07-10
- ROE-482.6% as of 2026-07-10
- Debt / equity14.58 as of 2026-07-10
- Revenue growth (YoY)+35.4% as of 2026-07-10
- Revenue CAGR (3y)+25.8% SEC XBRL
- Beta0.36 as of 2026-07-10
Key risks (from latest filing)
["Negative stockholders' equity of $16.3 million as of March 31, 2026, indicating the company is technically insolvent on a balance sheet basis with long-term debt of $78.6 million."]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.