Open Equity
TOI·

The Oncology Institute: Value-Based Care Turns Profitable

BullishHealthcare / Medical ServicesSmall CapPublished March 13, 2026
View Our Thesis

TOI — 6 Month Price History

Daily OHLC

Executive Summary

The Oncology Institute (TOI) reported Q4 2025 results marking its first profitable quarter on an adjusted EBITDA basis ($147K vs -$7.8M prior year). Full-year 2025 revenue reached $502.7 million, up 27.8% YoY, with gross profit expanding 41.6% to $76.4 million. The company guided 2026 revenue of $630-650 million and positive adjusted EBITDA of $0-9 million, signaling a clear path to profitability. Cash stood at $33.6 million at year-end, with $24 million of convertible preferred notes reduced during 2025.

The thesis is straightforward: TOI's value-based oncology model is scaling profitably. Capitated revenue is expected to reach ≈$150M in 2026, up from minimal contribution historically. With 9 new capitated contracts in 2025 (≈260K additional lives), partnerships with Elevance, Humana, and CarePlus expanding, and margin improvements across the business, TOI is at an inflection point. Price target of $5.00 reflects 90% upside to the 2026 EBITDA inflection and continued contract wins.

Business Model & Revenue

The Oncology Institute is one of the largest value-based community oncology groups in the United States. The company operates a differentiated model combining fee-for-service oncology care with capitated (value-based) contracts where TOI takes responsibility for total cost of care in exchange for fixed per-member payments.

Revenue Streams:

  1. Patient Services — $229.0M (45.5% of 2025 revenue): Traditional fee-for-service oncology care, infusion services, clinical visits
  2. Specialty Pharmacy — $269.2M (53.5%): In-house pharmacy dispensing oncology drugs, capturing spread on drug costs
  3. Clinical Trials & Other — $4.6M (1%): Research partnerships and ancillary services

Value-Based/Capitated Model:

  • Capitated contracts pay fixed per-member-per-month (PMPM) fees for oncology benefit management
  • TOI manages total cost of care through evidence-based clinical pathways
  • Higher margins than fee-for-service due to risk-sharing and cost control
  • 9 new capitated contracts in 2025 added ≈260,000 lives

Unit Economics:

  • Gross margin: 15.2% (2025), expanding toward 16%+ in 2026
  • Specialty pharmacy drives volume; capitation drives margin

Financial Highlights

Full-Year 2025 Results

Metric20252024YoY Change
Revenue$502.7M$393.4M+27.8%
Gross Profit$76.4M$54.0M+41.6%
Gross Margin15.2%13.7%+150 bps
Net Loss($60.6M)($64.7M)Improved
Adjusted EBITDA($12.4M)($35.7M)+$23.3M

Quarterly Progression

QuarterRevenueNet IncomeAdj. EBITDAGross Margin
Q1 2025$107.8M($17.2M)($5.2M)13.1%
Q2 2025$120.4M($16.8M)($3.8M)14.2%
Q3 2025$132.5M($19.1M)($1.6M)14.8%
Q4 2025$142.0M($7.5M)$0.1M16.0%

Balance Sheet Snapshot

ItemDec 2025Dec 2024
Cash$33.6M$49.7M
Long-term Debt$77.4M$93.1M
Stockholders' Equity($15.7M)$3.6M
Shares Outstanding98.9M75.7M

2026 Guidance:

  • Revenue: $630-650M (+25-29% YoY)
  • Gross Profit: $97-107M (+27-40% YoY)
  • Adjusted EBITDA: $0-9M (breakeven to positive)
  • Capitated Revenue: ≈$150M

Competitive Landscape

TOI operates in the fragmented oncology services market, competing with both large national players and regional community oncology practices. The value-based care niche has fewer direct competitors.

Key Competitors:

  • US Oncology Network (McKesson): Largest network of community oncologists; ≈1,400 physicians; scale advantage but franchise model limits control
  • OneOncology: PE-backed platform; ≈1,000 physicians; aggressive growth through acquisitions
  • GenesisCare: Global oncology provider; US presence through acquisitions; filed Chapter 11 in 2023, restructured
  • Regional Health Systems: Hospital-employed oncologists; captive referral networks but higher cost structures
  • Memorial Sloan Kettering / MD Anderson: Academic centers; premium pricing, limited geographic reach

Moats:

  1. Capitated Contract Portfolio — ≈$150M 2026 capitated revenue with Elevance, Humana, CarePlus; hard to replicate
  2. Clinical Pathways — Evidence-based protocols reduce variation and cost; ≈15 years of data
  3. Scale in Community Setting — 146 clinics, 300+ clinicians; local presence with national infrastructure
  4. Payer Relationships — Deep partnerships with major Medicare Advantage plans in key states

Catalysts

  1. Continued Elevance Florida expansion in 2026 — could more than double current partnership

  2. Q1 2026 earnings — expected to show progress toward full-year EBITDA profitability

  3. New capitated contract wins — 9 in 2025; additional announcements likely

  4. Debt reduction — $15.7M principal paid in 2025; continued deleveraging improves balance sheet

  5. Potential for positive GAAP net income in late 2026 or 2027

Key Risks

  • Seasonality impacts — Q1 typically weakest due to deductible resets and drug pricing lags
  • Payer concentration risk — Elevance partnership represents significant capitated revenue
  • Negative book value — stockholders' equity deficit of $15.7M limits financial flexibility
  • Regulatory risk — Medicare/Medicaid reimbursement changes could pressure margins
  • Execution risk — guidance assumes continued capitated contract wins and margin expansion

Our Thesis

TOI is proving that value-based oncology care can be both growthy and profitable. The Q4 2025 inflection—first positive adjusted EBITDA quarter—validates the model after years of investment. Revenue grew 28% in 2025 while adjusted EBITDA improved by $23M year-over-year, driven by capitated contract expansion and operational leverage. The company now serves 2.0 million lives under value-based contracts across 146 clinics in 17 markets.

Valuation at $258M market cap (≈0.4x 2026 revenue guidance) undervalues the operational turnaround. Applying a conservative 8x multiple to the midpoint of 2026 adjusted EBITDA guidance ($4.5M) plus growth premium yields $5.00+ fair value. The capitated revenue ramp—from essentially zero to ≈$150M in 2026—represents high-margin, recurring revenue that should drive multiple expansion as profitability is demonstrated.

Disclaimer: This report is for informational purposes only and does not constitute financial advice. Small-cap, micro-cap, and nano-cap stocks carry significant risk including limited liquidity and higher volatility. Always do your own due diligence before making investment decisions.

Get reports like this delivered free

New small-cap research every week. No paywall, no fluff.