- ISIN
- US68236X1000
- CUSIP
- 68236X100
- Sector
- Healthcare
- Industry
- Medical Care Facilities
- IPO Date
- Nov 15, 2021
Highlights
- Market Cap
- $5.10B
- Enterprise Value
- $5.10B
- EPS (TTM)
- -$0.04
- Total Revenue (TTM)
- $545.76M
- Gross Profit (TTM)
- $52.24M
- EBITDA (TTM)
- -$21.81M
- Year Range
- $2.02 - $5.58
- Target Price
- $5.00
- ROA (TTM)
- -25.87%
- ROE (TTM)
- 267.20%
Share Price Chart
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Performance
TOI Performance Chart
The Oncology Institute, Inc. (TOI) is up 40.7% since the beginning of the year. At $5 per share, TOI is trading 10.1% below its 52-week high of $6.
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Returns By Period
The Oncology Institute, Inc. (TOI) has returned 40.73% so far this year and 109.62% over the past 12 months.
The Oncology Institute, Inc.
- 1D
- -4.75%
- 1M
- 9.15%
- YTD
- 40.73%
- 6M
- 47.79%
- 1Y
- 109.62%
- 3Y*
- 107.59%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
TOI Monthly Returns History
Based on dividend-adjusted daily data since Nov 15, 2021, TOI's average daily return is +0.19%, while the average monthly return is +6.84%. At this rate, an investment would double in approximately 0.9 years.
Historically, 50% of months were positive and 50% were negative. The best month was Jan 2025 with a return of +223.6%, while the worst month was Nov 2022 at -68.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.
On a daily basis, TOI closed higher 46% of trading days. The best single day was Dec 23, 2021 with a return of +38.5%, while the worst single day was Feb 23, 2022 at -36.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -23.88% | 6.64% | 6.23% | 25.73% | 21.50% | 6.82% | 40.73% | ||||||
| 2025 | 223.62% | -14.79% | 33.79% | 117.54% | 28.63% | -35.74% | 79.02% | -7.36% | 2.65% | 27.79% | -29.60% | 13.38% | 1,052.10% |
| 2024 | 0.49% | -8.29% | -15.96% | -32.91% | -53.38% | -6.92% | 18.70% | -33.92% | -9.40% | -5.17% | -47.74% | 90.74% | -84.85% |
| 2023 | -10.30% | -4.73% | -51.92% | -24.77% | -16.18% | 28.70% | 77.64% | 18.68% | 20.69% | 36.43% | -10.47% | 19.30% | 23.64% |
| 2022 | -33.74% | -16.87% | 32.77% | 10.24% | 14.63% | -43.84% | 27.67% | -1.70% | -27.09% | -1.94% | -68.94% | 17.02% | -83.08% |
| 2021 | -36.50% | 50.23% | -4.60% |
Benchmark Metrics
The Oncology Institute, Inc. has an annualized alpha of 39.77%, beta of 1.16, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since November 15, 2021.
- This stock tended to rise when S&P 500 Index fell (downside capture of -54.09%), but participation in market rallies was also limited (-52.46%) - a profile typical of counter-cyclical assets.
- R2 of 0.03 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 39.77%
- Beta
- 1.16
- R²
- 0.03
- Upside Capture
- -52.46%
- Downside Capture
- -54.09%
Return for Risk
Risk / Return Rank
TOI ranks 77 for risk / return — better than 77% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for The Oncology Institute, Inc. (TOI) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TOI | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 2.78 | -0.57 |
| Martin ratioReturn relative to average drawdown | 4.46 | 12.44 | -7.98 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the The Oncology Institute, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The Oncology Institute, Inc. was 98.79%, occurring on Nov 20, 2024. The portfolio has not yet recovered.
The current The Oncology Institute, Inc. drawdown is 54.08%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2024 bear market2024 | -98.79%Nov 2024 | 2y 10mo | — | 4y 5moDec 2021 - now |
2021 bear market2021 | -39.82%Dec 2021 | 16d | 22d | 1mo 8dNov 2021 - Dec 2021 |
Drawdown Indicators
| TOI | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.79% | -56.78% | -42.01% |
Max Drawdown (1Y)Largest decline over 1 year | -49.79% | -9.10% | -40.69% |
Max Drawdown (3Y)Largest decline over 3 years | -94.82% | -18.90% | -75.92% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -54.08% | -1.80% | -52.28% |
Average DrawdownAverage peak-to-trough decline | -74.00% | -10.71% | -63.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.71% | 2.03% | +22.68% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of The Oncology Institute, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how The Oncology Institute, Inc. is priced in the market compared to other companies in the Medical Care Facilities industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for TOI relative to other companies in the Medical Care Facilities industry. Currently, TOI has a P/S ratio of 9.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
Income Statement
| TTM | |
|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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