Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
agilon health Inc(AGL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AGL
10/27/2026: AGL (1-star) is currently NOT-A-BUY. Pass it for now.
agilon health is a healthcare services company that provides a technology and operating platform for primary care physicians to transition into value-based care models for Medicare Advantage patients. The company has a notable position in this high-growth market, driven by its unique partnership-oriented business model. However, investors face significant risks, including exposure to unpredictable medical cost trends and ongoing regulatory scrutiny regarding Medicare reimbursement rates. The stock may suit growth-oriented investors willing to accept volatility, provided they monitor the company's ability to improve margins in mature cohorts. Key developments to watch include changes in CMS reimbursement policy and the performance metrics of their physician partner groups.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company operates in a high-growth sector, but execution risks regarding medical margins require careful monitoring. |
| Momentum investor | Weak fit | Recent price performance has been volatile, making it a challenging fit for momentum-based strategies currently. |
| Value investor | Mixed fit | The stock has seen a significant valuation contraction, but fundamental stability is still being established. |
| Dividend investor | Weak fit | The company does not pay a dividend and is in an early-stage growth phase. |
| Low-risk investor | Weak fit | The stock exhibits high price volatility and sensitivity to regulatory and medical cost risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price has shown significant swings based on sector-wide news regarding Medicare Advantage reimbursement. |
| Valuation risk | Medium | Market sentiment toward high-growth, non-profitable healthcare companies can shift rapidly. |
| Competition risk (Direct competition) | High | Intense competition from large, well-capitalized insurers and other care enablers threatens market share. |
| Business quality | Medium | The business model is innovative but still demonstrating the ability to consistently generate durable earnings. |
| Dividend income | Low / none | Investors should not expect income as capital is directed toward growth. |
| Execution risk | High | Successfully managing the medical margins of patient cohorts is critical to the business model's viability. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit 326.93% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/27/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.52B USD | Price to earnings Ratio - | 1Y Target Price 115.83 |
Price to earnings Ratio - | 1Y Target Price 115.83 | ||
Volume (30-day avg) 214.9K shares | Beta 3 | 52 Weeks Range 7.48 - 133.04 | Updated Date 10/27/2026 |
52 Weeks Range 7.48 - 133.04 | Updated Date 10/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -15.29 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Partner Enablement Fees | Fees earned for managing the platform and administrative services for physician groups. | The company gets paid to help doctors run their business more efficiently. |
| Risk Sharing Arrangements | Performance-based payments linked to the reduction of total medical costs for assigned patients. | The company earns more when they successfully help keep patients healthy and reduce unnecessary medical expenses. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE - | Forward PE 178.57 | Enterprise Value 1.36B | Price to Sales(TTM) 0.26 |
Enterprise Value 1.36B | Price to Sales(TTM) 0.26 | ||
Enterprise Value to Revenue 0.23 | Enterprise Value to EBITDA -104.52 | Shares Outstanding 16.79M | Shares Floating 10.93M |
Shares Outstanding 16.79M | Shares Floating 10.93M | ||
Percent Insiders 5.04 | Percent Institutions 97.19 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.