Oncology Institute, Inc. (The) (TOI)
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-11-04
$5.91-4.21%
Close 2026-08-31 · 1-day change
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-11-04
QuarterlyIQ Insights · TOI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-10.
The screen ranks TOI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Given this momentum, we are raising our full-year outlook, and remain confident in our path to sustained positive Adjusted EBITDA as we move forward as Starling Oncology."
Stated in 2 of 2 supplied quarters. Management reported: “Management Commentary Daniel Virnich, CEO of Starling, commented, "The second quarter of 2026 was a milestone quarter for our company, with revenue up 35% year over year and Adjusted EBITDA turning positive in Q2.” “Given this momentum, we are raising our full-year outlook, and remain confident in our path to sustained positive Adjusted EBITDA as we move forward as Starling Oncology."”
“Given this momentum, we are raising our full-year outlook, and remain confident in our path to sustained positive Adjusted EBITDA as we move forward as Starling Oncology."”
“Looking ahead, we are focused on building on the momentum we have coming out of this quarter, are reaffirming our guidance for 2026 revenue and adjusted EBITDA, and feel confident in our ability to e…”
We signed our first delegated contracts outside of Florida, in Nevada and Oregon, and reached an exclusivity agreement with one of our largest partners across California.
Stated in 2 of 2 supplied quarters. Management reported: “We signed our first delegated contracts outside of Florida, in Nevada and Oregon, and reached an exclusivity agreement with one of our largest partners across California.” “This added approximately 230,000 capitated lives.”
“We signed our first delegated contracts outside of Florida, in Nevada and Oregon, and reached an exclusivity agreement with one of our largest partners across California.”
This transaction is intended to increase liquidity, improve operating flexibility and extend debt maturities.
Stated in a supplied disclosure. Management reported: “This transaction is intended to increase liquidity, improve operating flexibility and extend debt maturities.” “Under the new financing arrangements with OribiMed, TOI repaid the outstanding balance of its $86 million senior secured convertible note with a new $75 million term loan with OrbiMed maturing in 2031 as well as approximately $11 million of cash from the balance sheet without raising additional equity.”
In mid-August, we are launching our new provider portal, Starling Oncology NexusTM, which we expect will deepen provider engagement and further support adherence to our clinical pathways.
Stated in 2 of 2 supplied quarters. Management reported: “In mid-August, we are launching our new provider portal, Starling Oncology NexusTM, which we expect will deepen provider engagement and further support adherence to our clinical pathways.” “Our provider portal, which is designed to underscore our commitment to high quality patient care, strengthen provider engagement, and drive continued adherence to our clinical pathways and quality metrics, is preparing for launch this summer.”
Oversee capital structure actively, including issuing warrants and managing equity to support financial strategy and shareholder interests.
Over the trailing year it converted -0.00x of net income into operating cash flow. Historically, Health Care names rated fragile grew net income 34% of the time over the next year (vs 53% for the rest of the cohort, n=2525).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-04.
“• Contract expansion bringing our total Medicare Advantage lives to 200,000 across 25 counties in Florida effective July 1, 2026.”
“In mid-August, we are launching our new provider portal, Starling Oncology NexusTM, which we expect will deepen provider engagement and further support adherence to our clinical pathways.”
“Our provider portal, which is designed to underscore our commitment to high quality patient care, strengthen provider engagement, and drive continued adherence to our clinical pathways and quality me…”