earnings
confidence high
sentiment neutral
materiality 0.75
agilon health Q4 revenue up 44% to $463M; FY2021 net loss $407M; guides to positive Adj EBITDA in 2022
agilon health, inc.
- Q4 revenue $463M (+44% YoY); FY2021 revenue $1.83B (+50%).
- Net loss widened to $57M in Q4 (vs $24M); FY2021 net loss $407M (incl $292M stock comp).
- Adjusted EBITDA loss $27M in Q4; FY2021 loss $39M vs $6M gain in 2020.
- Total members live on platform up 82% to 238,000; Medicare Advantage members up 42% to 186,300.
- FY2022 guidance: revenue $2.505B-$2.590B; Adj EBITDA $0-$10M; adds 80,000 MA members from 7 new partners in 2023.