Oncology Institute, Inc. (The) (TOI)
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-10-29
$5.91-4.21%
Close 2026-08-31 · 1-day change
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-10-29
Research Workspace
Put TOI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 38% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 39%, softest on share dilution.
View QualityManagement screens weak on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 50% in its worst 12-month stretch.
View RiskTOI’s steady revenue growth is the core case, though reported profits remain weakly backed by cash. Q2 FY2026 revenue grew 34.6% year over year, while GAAP earnings were inline. The latest quarter does not establish an accelerating revenue trend. No valuation bridge or priced-in assessment is available to show what the market expects. The next-quarter miss probability is 29%, and fragile earnings quality leaves growth weakly backed by cash. Our read remains intact; this read is provisional.
Trailing returns as of 2026-08-31. TOI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering TOI (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare TOI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TOI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Facilities — fair value, gap to price, and forward P/E.
Compare the value case
Put TOI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.