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Omada Health, Inc.（OMDA）与Privia Health Group, Inc.（PRVA）财务数据对比。点击上方公司名可切换其他公司
Privia Health Group, Inc.的季度营收约是Omada Health, Inc.的8.0倍（$541.2M vs $68.0M）。Privia Health Group, Inc.净利率更高（1.7% vs -4.7%，领先6.4%）
Omada Health是美国头部数字化慢性病管理服务商，面向雇主、商业健康保险机构及医疗系统，提供针对2型糖尿病、高血压、肌肉骨骼疾病、心理健康等领域的个性化干预方案，搭配专业教练指导和数字化工具，助力用户改善长期健康水平。
Privia Health Group, Inc.是总部位于美国的医疗科技与服务企业，为独立诊所、医疗系统和医疗支付方提供价值导向型医疗解决方案，涵盖人群健康管理、患者互动平台、护理协调支持及行政流程优化工具，助力提升诊疗效果、降低医疗参与方运营成本。
OMDA vs PRVA — 直观对比
营收规模更大
PRVA
是对方的8.0倍
$68.0M
净利率更高
PRVA
高出6.4%
-4.7%
损益表 — Q3 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $68.0M | $541.2M |
| 净利润 | $-3.2M | $9.2M |
| 毛利率 | 66.3% | — |
| 营业利润率 | -3.7% | 2.1% |
| 净利率 | -4.7% | 1.7% |
| 营收同比 | — | 17.4% |
| 净利润同比 | — | 108.0% |
| 每股收益（稀释后） | $-0.06 | $0.08 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收OMDAPRVA
| Q4 25 | — | $541.2M | ||
| Q3 25 | $68.0M | $580.4M | ||
| Q2 25 | $61.4M | $521.2M | ||
| Q1 25 | — | $480.1M | ||
| Q4 24 | — | $460.9M | ||
| Q3 24 | — | $437.9M | ||
| Q2 24 | — | $422.3M | ||
| Q1 24 | — | $415.2M |
净利润OMDAPRVA
| Q4 25 | — | $9.2M | ||
| Q3 25 | $-3.2M | $6.9M | ||
| Q2 25 | $-5.3M | $2.7M | ||
| Q1 25 | — | $4.2M | ||
| Q4 24 | — | $4.4M | ||
| Q3 24 | — | $3.5M | ||
| Q2 24 | — | $3.5M | ||
| Q1 24 | — | $3.0M |
毛利率OMDAPRVA
| Q4 25 | — | — | ||
| Q3 25 | 66.3% | — | ||
| Q2 25 | 65.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率OMDAPRVA
| Q4 25 | — | 2.1% | ||
| Q3 25 | -3.7% | 2.5% | ||
| Q2 25 | -7.1% | 0.6% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 0.2% |
净利率OMDAPRVA
| Q4 25 | — | 1.7% | ||
| Q3 25 | -4.7% | 1.2% | ||
| Q2 25 | -8.7% | 0.5% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 0.7% |
每股收益（稀释后）OMDAPRVA
| Q4 25 | — | $0.08 | ||
| Q3 25 | $-0.06 | $0.05 | ||
| Q2 25 | $-0.24 | $0.02 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | — | $0.03 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | — | $0.03 | ||
| Q1 24 | — | $0.02 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $198.6M | $479.7M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $217.3M | $737.2M |
| 总资产 | $287.5M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资OMDAPRVA
| Q4 25 | — | $479.7M | ||
| Q3 25 | $198.6M | $441.4M | ||
| Q2 25 | $223.1M | $390.1M | ||
| Q1 25 | — | $469.3M | ||
| Q4 24 | — | $491.1M | ||
| Q3 24 | — | $422.0M | ||
| Q2 24 | — | $387.4M | ||
| Q1 24 | — | $351.1M |
总债务OMDAPRVA
| Q4 25 | — | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益OMDAPRVA
| Q4 25 | — | $737.2M | ||
| Q3 25 | $217.3M | $709.1M | ||
| Q2 25 | $214.2M | $682.9M | ||
| Q1 25 | — | $659.4M | ||
| Q4 24 | — | $635.2M | ||
| Q3 24 | — | $614.9M | ||
| Q2 24 | — | $595.4M | ||
| Q1 24 | — | $576.8M |
总资产OMDAPRVA
| Q4 25 | — | $1.4B | ||
| Q3 25 | $287.5M | $1.4B | ||
| Q2 25 | $303.0M | $1.3B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.0B |
负债/权益比OMDAPRVA
| Q4 25 | — | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $10.1M | $127.5M |
| 自由现金流经营现金流 - 资本支出 | $9.6M | — |
| 自由现金流率自由现金流/营收 | 14.1% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | — | 13.93× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流OMDAPRVA
| Q4 25 | — | $127.5M | ||
| Q3 25 | $10.1M | $52.0M | ||
| Q2 25 | $-13.3M | $8.0M | ||
| Q1 25 | — | $-24.1M | ||
| Q4 24 | — | $74.8M | ||
| Q3 24 | — | $33.2M | ||
| Q2 24 | — | $34.5M | ||
| Q1 24 | — | $-33.1M |
自由现金流OMDAPRVA
| Q4 25 | — | — | ||
| Q3 25 | $9.6M | — | ||
| Q2 25 | $-13.8M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率OMDAPRVA
| Q4 25 | — | — | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | -22.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度OMDAPRVA
| Q4 25 | — | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率OMDAPRVA
| Q4 25 | — | 13.93× | ||
| Q3 25 | — | 7.58× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | — | -5.70× | ||
| Q4 24 | — | 17.00× | ||
| Q3 24 | — | 9.38× | ||
| Q2 24 | — | 9.94× | ||
| Q1 24 | — | -11.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
OMDA
| Services | $62.9M | 93% |
| Hardware | $5.1M | 7% |
PRVA
| FFS Patient Care | $364.4M | 67% |
| Capitated Revenue | $71.4M | 13% |
| Shared Savings | $46.9M | 9% |
| FFS Administrative Services | $36.0M | 7% |
| Care Management Fee PMPM | $20.0M | 4% |
| Other Revenue | $2.5M | 0% |
