agilon health, inc. (AGL) AI Stock Analysis

agilon health, inc. provides comprehensive healthcare services tailored for seniors across communities in the United States, delivered through a network of primary care physicians. As of December 31, 2022, the company catered to approximately 269,500 Medicare Advantage members and 89,000 Medicare fee-for-service beneficiaries. Founded in 2016 and headquartered in Austin, Texas, the company operates an innovative model focused on physician partnerships and technology integration to enhance care delivery and operational efficiency for aging populations.

Revenue increased from $1.52B in FY2021 to $6.06B in FY2024 before decreasing 2.1% to $5.93B in FY2025. Gross margin contracted from 4.3% in FY2021 to -3.2% in FY2025, and operating margin was -7.1% in FY2025 compared to -24.5% in FY2021. Net income remained negative throughout, finishing FY2025 at -$405.3M. For the trailing twelve months ending June 30, 2026, revenue was $5.92B with a profit margin of -3.9% and an operating margin of 1.3%. In the quarter ended June 30, 2026, quarterly revenue grew 7.2% year-over-year, while quarterly earnings grew 301.0%.

As of June 30, 2026, agilon health held $185.6M in cash and short-term investments and $33.4M in total debt, resulting in net cash of $152.2M. Total assets stood at $1.59B against shareholders' equity of $227.5M, with a current ratio of 1.08 and a debt-to-equity ratio of 0.15. Operating cash flow was -$105.8M and free cash flow was -$119.0M in FY2025. In that same fiscal year, capital expenditures were $13.2M and share buybacks totaled $3.0M.

At a market cap of $1.43B and an enterprise value of $1.27B, agilon health trades at a forward P/E of 178.6x, compared to 17.3x for the median of its US-listed Healthcare peers. Its price-to-sales ratio is 0.2x, below the peer group median of 4.1x. The stock closed at $85.12 on October 16, 2026, gaining 252.7% over the past year compared to a 16.8% return for the S&P 500 (SPY). Over a 5-year period, AGL returned -85.8% versus 83.0% for SPY.

Wall Street coverage consists of 5 Strong Buy, 0 Buy, 9 Hold, 1 Sell, and 0 Strong Sell ratings. The mean price target is $115.83, which is 36.1% above the last close of $85.12. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$1.79 and revenue of $5.83B. For the following fiscal year, 7 analysts project EPS of $2.36 and revenue of $6.24B. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of agilon health, inc. (AGL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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