DLH Holdings vs Omada Health
DLH Holdings is the larger business, with $344m of revenue in fiscal 2025 against $260m for Omada Health (1.3 times as much). Omada Health grew faster (53.2% against -13.0%). DLH Holdings kept more of each dollar of sales as profit: a net margin of 0.4% against -4.9%. Omada Health carries less debt relative to equity (0.0% against 116.5%).
| Latest fiscal year | DLH HoldingsDLHC, 2025 | Omada HealthOMDA, 2025 |
|---|---|---|
| Revenue | $344m | $260m |
| Revenue growth | -13.0% | 53.2% |
| Net income | $1.4m | −$12.8m |
| Operating margin | 4.9% | -4.6% |
| Net margin | 0.4% | -4.9% |
| Return on equity | 1.2% | — |
| Free cash flow | $23.0m | $16.9m |
| Cash | $125,000 | $222m |
| Total debt | $132m | $0 |
| Debt to equity | 116.5% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | 2,300 | 916 |
| Market value | $52.2m | $1.12bn |
| Price vs our value range | Below our value range | — |
| Moat score | 32 (Weak) | — |
| Insider trades, 12 months | 90 buys, 1 sales | 0 buys, 77 sales |