Apollo Medical Holdings Investor Presentation Deck
ApolloMed is a scaled player with a proven and profitable model
Business Model (1)
Members Served
Serves All Patient
Types(1,8)
Market
Capitalization (⁹)
2022E Revenue (10)
2022E Adj.
EBITDA (10)
apollomed
Affiliate-
provider model
1.2M
$2.1B
$1,055M-
$1,085M(11)
$136M-
$166M(12)
PRIVIA.
HEALTH
Affiliate-
provider model
856k(2)
$5.1B
$1,262.5M(2)
$58.5M(2)
agilon health
Affiliate-
provider model
352k(3)
x
$8.7B
$2,625M(3)
$5M (3)
CanoHealth P3
Staff / Clinic
Model
282k(4)
$2.9B
$2,875M(4)
$200M(4)
Health
Partners
Affiliate-
provider model
67k(5)
x
$1.2B
$975M (5)
($85.5M) (5)
OAK
STREET
HEALTH
Staff / Clinic
Model
134k(6)
X
$6.0B
$2.135M(6)
($307.5M)(6)
+ one medical
Staff / Clinic
Model
790k(7)
X
$3.4B
N/A(7)
N/A(7)
(1) Based on recent company filings or investor presentations; (2) Privia Health Q2 2022 Earnings Release (Aug 2022); (3) agilon health Q2 2022 Earnings Release (Aug 2022): (4) Cano Health Q2 2022 Earnings Release
(Aug 2022); (5) P3 Health Partners Preliminary Q4-YE 2021 Press Release (March 2022); (6) Oak Street Health Q2 2022 Earnings Release (Aug 2022): (7) One Medical Q2 2022 Earnings Release (Aug 2022); (8) Patient
types include Medicare (incl. Medicare Advantage), Medicaid, and Commercial members; (9) Diluted shares outstanding as of Q2 2022 10-Qs, stock prices as of 8/23/22; (10) Peer 2022E Revenue and Adj. EBITDA based
on midpoint of Company provided guidance; (11) ApolloMed 2022E Revenue as reported its Q2 2022 earnings release; (12) Please refer to the "2022 Guidance Reconciliation of Net Income to EBITDA and Adjusted
EBITDA" and "Use of Non-GAAP Financial Measures" slides for more information
Capollomed
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