Entering text into the input field will update the search result below

Oak Street Health: Poised For Growth Following RubiconMD Deal

Dec. 01, 2021 2:51 AM ETCVS Health Corporation (CVS)


  • Oak Street Health is acquiring virtual specialty care provider RubiconMD for a c. $130 million cash consideration.
  • The deal has clear strategic and financial merit, likely proving accretive to earnings over time.
  • With plenty of growth in the pipeline, the current EV/Revenue valuation multiple appears compelling.
Healthcare business concept, Medical examination and growth graph data of business on tablet with doctor"s health report clipboard on background.

ipopba/iStock via Getty Images

Oak Street Health (OSH) made a bold step to allay investor concerns around the visibility into patients' medical spending and member touchpoints through its recent acquisition of RubiconMD, a provider of virtual specialty care. With a national network of +230 specialist

This article was written by

Analyst with a keen interest in the global markets, always sifting through company filings in search of compelling opportunities. Approach is heavily centered on the notion that one needs to be non-consensus right in making investment decisions. A keen follower of value investing legends such as Peter Cundill, Seth Klarman, and more recently, Rupal Bhansali.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.