The Oncology Institute, Inc.: Business Overview, Financials & Competitive Analysis
The Oncology Institute, Inc. scores 7/10 on the AskCyborg Cyborg Score (Strong). TOI is well-positioned in the value-based oncology market with potential for margin expansion through scale and asset-light delegation models. TOI anticipates 2026 revenue of $630-650 million, reflecting 28% growth and demonstrating strong market traction. The company is approaching profitability with 2026 expected to be its first full year.
What is The Oncology Institute, Inc.'s industry? The Oncology Institute, Inc. (theoncologyinstitute.com) operates in Healthcare Services - Specialty Oncology / Value-Based Cancer Care. AskCyborg classifies The Oncology Institute, Inc. under Healthcare Services - Specialty Oncology / Value-Based Cancer Care in its company registry.
The Oncology Institute (NASDAQ: TOI), founded in 2007, is advancing oncology by delivering highly specialized, value-based cancer care in the community setting, offering cutting-edge, evidence-based cancer care to a p...
Cyborg Score thesis
TOI is well-positioned in the value-based oncology market with potential for margin expansion through scale and asset-light...
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Get Current Report FreeThe Oncology Institute, Inc. Overview
Pro stress-test →The Oncology Institute (NASDAQ: TOI), founded in 2007, is advancing oncology by delivering highly specialized, value-based cancer care in the community setting, offering cutting-edge, evidence-based cancer care to a population of approximately 1.9 million patients. With over 180 employed and affiliate clinicians and over 100 clinics and affiliate locations of care across five states and growing, TOI is transforming community-based oncology delivery.
Strategic Profile
Pro stress-test →TOI is positioned for growth through 2028 with a target of ~20% annual revenue growth, driven by the migration toward comprehensive oncology care in a value-based landscape. 2026 is expected to represent TOI's first full year of Adjusted EBITDA profitability as a public company.
Competitive Landscape
Pro stress-test →TOI is one of the largest value-based oncology groups in the United States. The company competes in the community-based oncology market with a focus on value-based contracting, capitation, and integrated care delivery. Competitors include larger healthcare systems and specialized oncology networks transitioning to value-based models.
Industry Context
The Oncology Institute, Inc. operates in Healthcare Services - Specialty Oncology / Value-Based Cancer Care.
Key facts
Founded: 2007 · Headquarters: Cerritos, US · Employees: 180+ clinicians + support staff · Revenue: $630-650M (2026 guidance) · Market cap: $356M