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Financial statements

Oncology Institute, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 6 fiscal years, taken from the XBRL data Oncology Institute, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2020FY2021FY2022FY2023FY2024FY2025
Revenue188203252324393503
Selling, general and administrative41.983.4120114108106
General and administrative0.31
Operating income-8.2-45.9-82-77-60.1-36.1
Interest expense0.350.326.787.511.3
Interest income0.25
Other non-operating income-6.6234.381.9-6.09-4.55-24.7
Pre-tax income-14.8-11.6-0.09-83.1-64.7-60.7
Income tax-0.49-0.67-0.24-0.040-0.13
Net income-14.3-10.90.15-83.1-64.7-60.6
EBITDA-5.02-42.5-77.5-71.1-53.8-29.1
EPS, basic-0.24-0.160.00-0.92-0.71-0.54
EPS, diluted-0.24-0.16-0.21-0.92-0.71-0.54
Shares, basic (weighted)59.166.272.873.77592.4
Shares, diluted (weighted)59.166.280.673.77592.4

Balance sheet

FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents0.91151433.549.733.6
Short-term investments059.849.40
Receivables17.12039.842.448.359
Inventory4.356.449.2613.71016.9
Other current assets2.1111.26.924.054.032.99
Total current assets29.7154130143112113
Property, plant and equipment2.14.198.5510.911.910.7
Lease right-of-use assets024.529.225.822.4
Goodwill14.226.621.47.237.237.23
Intangible assets19.518.21817.914.811
Long-term investments058.40
Other non-current assets0.120.320.480.560.590.61
Total assets65.7203262209173165
Accounts payable12.615.69.3714.424.343.2
Accrued liabilities9.4513.914.61421.120.6
Deferred revenue0.261.140.552.352.28
Short-term debt5.370.180
Total current liabilities28.629.829.734.852.271
Long-term debt6.56080.686.893.177.4
Lease liabilities022.126.523.219.1
Other non-current liabilities0.816.90.870.370.130.03
Total liabilities37.699.3138152169180
Total debt11.90.1880.686.893.177.4
Paid-in capital80.4167186204215257
Retained earnings-52.3-63.2-63.1-146-211-271
Treasury stock0-1.02-1.02-1.02
Shareholders' equity28.1104123573.59-15.7
Total equity28.1104123573.59-15.7
Total liabilities and equity65.7203262209173165
Shares outstanding5.7573.273.374.175.798.9

Cash flow statement

FY2020FY2021FY2022FY2023FY2024FY2025
Net income-8.34-10.90.15-83.1-64.7-60.6
Depreciation and amortization3.183.344.415.876.296.94
Stock-based compensation0.1524.527.717.811.24.55
Deferred income tax-1.34-1.24-0.26-0.080-0.03
Change in receivables-6.76-2.2-20.3-4.56-5.98-12.3
Change in inventory-0.47-1.84-1.73-4.393.64-6.84
Change in payables3.762.92-6.195.069.2219.6
Cash from operations0.51-32.7-61.8-36.3-26.5-24.6
Capital expenditures-1.19-2.85-5.53-4.57-3.79-3.2
Acquisitions-0.15-9.11-8.58-4.460
Purchases of investments0-118-9.60
Sales and maturities of investments081.3500
Cash from investing-8.84-12.2-13262.646.2-3.07
Debt issued12.501100
Debt repaid-0.28-7.2200-20
Stock issued0.0500.860.13013.8
Share buybacks0-9-1.020
Cash from financing11.915492.2-6.85-3.4911.6
Net change in cash3.55109-10119.516.2-16.1
Free cash flow-0.69-35.5-67.3-40.9-30.3-27.8
Interest paid0.230.280.224.514.53.91
Income taxes paid0.211.730.150.40

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $5.13 on August 3, 2026.

Profitability

MetricValueHow it is calculated
Operating margin-4.4%Operating income / revenue.
EBITDA margin-3.3%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-6.2%Pre-tax income / revenue.
Net margin-6.2%Net income / revenue.
FCF margin-0.6%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin0.1%Cash from operations / revenue.
Return on assets (ROA)-20.4%Net income / average total assets.
Return on invested capital (ROIC)-148.7%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
SG&A / revenue19.0%Selling, general and administrative expense / revenue.
Stock-based pay / revenue0.9%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue0.6%Capital expenditures / revenue.
D&A / revenue1.2%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y27.8%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y25.8%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y21.8%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Book value growth, 1y-538.0%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y-4.7%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-14.3%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y20.2%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y23.1%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y4.7%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y9.3%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio1.36xCurrent assets / current liabilities.
Quick ratio1.13x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.43x(Cash + short-term investments) / current liabilities.
Debt / assets44.8%Total debt / total assets.
Liabilities / assets114.0%Total liabilities / total assets.
Net debt$38.8MTotal debt - cash - short-term investments. Negative means more cash than debt.
Interest coverage-3.42xOperating income / interest expense.
Working capital$34.1MCurrent assets - current liabilities.
Goodwill and intangibles / assets9.4%(Goodwill + intangible assets) / total assets.
Tangible book value-$41.7MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover3.29xRevenue / average total assets.
Fixed asset turnover55.5xRevenue / average property, plant and equipment.
Receivables turnover8.85xRevenue / average receivables.
Days sales outstanding41 days365 x average receivables / revenue.
Capex / operating cash flow1,102.0%Capital expenditures / cash from operations, when that is positive.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.35Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$5.70Revenue / diluted weighted shares.
FCF per share-$0.03Free cash flow / diluted weighted shares.
Operating cash flow per share$0.00Cash from operations / diluted weighted shares.
Book value per share-$0.25Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share-$0.42Tangible book value / shares outstanding.
Cash per share$0.41(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$522.8MShare price x shares outstanding.
Enterprise value$561.6MMarket cap + total debt - cash - short-term investments.
P/S0.89xMarket cap / revenue.
P/OCF1,594xMarket cap / cash from operations, when positive.
EV/Sales0.96xEnterprise value / revenue.
FCF yield-0.6%Free cash flow / market cap.
Earnings yield-6.9%Net income / market cap (the inverse of P/E).
What was Oncology Institute, Inc.'s revenue in fiscal 2025?

Oncology Institute, Inc. reported revenue of $502.7M for fiscal 2025, 27.8% higher than the year before.

Was Oncology Institute, Inc. profitable in fiscal 2025?

No. It reported a net loss of $60.6M.

How much free cash flow did Oncology Institute, Inc. generate in fiscal 2025?

Cash from operations of $24.6M minus capital expenditures of $3.2M left free cash flow of -$27.8M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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