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    Oscar Health (OSCR)

    Market Price (10/4/2026): $30.95 | Market Cap: $9.4 BilSector: Health Care | Industry: Managed Health Care

    Oscar Health (OSCR)

    Market Price (10/4/2026): $30.95
    Market Cap: $9.4 Bil
    Sector: Health Care
    Industry: Managed Health Care

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Megatrend and thematic drivers
    Megatrends include Digital Health & Telemedicine. Themes include Telehealth Platforms, Health Data Analytics, and AI in Healthcare Management.

    Key risks
    OSCR key risks include [1] its ongoing challenge to achieve sustained profitability and manage costs and [2] its ability to successfully execute its growth strategy, Show more.

    0 Megatrend and thematic drivers
    Megatrends include Digital Health & Telemedicine. Themes include Telehealth Platforms, Health Data Analytics, and AI in Healthcare Management.
    1 Key risks
    OSCR key risks include [1] its ongoing challenge to achieve sustained profitability and manage costs and [2] its ability to successfully execute its growth strategy, Show more.

    OSCR in ETFs

    Weight = OSCR's share of each fund

    VTI0.01%
    ITOT0.01%
    IWM0.23%
    VB0.09%
    AVUV0.56%
    IWO0.46%
    VTWO0.23%
    VBK0.21%
    +9 more covered ETFs

    Valuation & Metrics

    FYE: 12/31OSCR [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$15.3 Bil—
    FY 2026 Sales$18.7 Bil—
    FY 2027 Sales$20.8 Bil—
    FY 2026 Sales Growth21.8%—
    FY 2027 Sales Growth11.3%12.8%
    EARNINGS
    LTM Net Income (GAAP) [3]$550.7 Mil—
    FY 2026 Net Income (Non-GAAP)$491.3 Mil—
    FY 2027 Net Income (Non-GAAP)$621.3 Mil—
    FY 2027 Net Income Growth26.4%18.2%
    FY 2026 EPS (Non-GAAP)$1.91—
    FY 2027 EPS (Non-GAAP)$2.35—
    FY 2027 EPS Growth22.9%—
    VALUATION
    FY 2026 P/S0.51.7
    FY 2027 P/S0.5—
    FY 2026 P/E19.07.8
    FY 2027 P/E15.1—

    [1] OSCR forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 10/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
    OSCRS&P 500
    REVENUE GROWTHVERY GOOD
    Rev LTM ($ Bil)15.3
    Rev Chg Q70.4%9.3%
    Rev Chg LTM42.8%8.3%
    Rev Chg 3Y Avg44.8%5.8%
    PROFITABILITYPOOR
    Op Inc LTM ($ Bil)�
    CFO LTM ($ Bil)4.4
    Net Inc LTM ($ Bil)0.6
    CFO/Rev LTM28.8%21.8%
    Net Inc Mgn3.6%13.1%
    VALUATIONLOW
    P/S0.63.0
    P/CFO2.114.3
    P/FCF2.118.6
    P/E16.921.4
    STABILITYVERY GOOD
    Debt/Equity0.050.21
    Cash/Assets0.760.07

    AI Analysis | Feedback

    MetricValueDateSource
    Total Members21169049302025Link
    Individual and Small Group Members21117369302025Link
    Cigna+Oscar Members51689302025Link
    Medical Loss Ratio88.5%9302025Link

    Price Chart

    No Events

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 10/1/2026

    Oscar Health (OSCR) stock has gained about 10% since 6/30/2026 because of the following key factors:

    1. Oscar Health reported exceptionally strong financial results for fiscal Q2 2026 (ended June 30, 2026), significantly surpassing analyst expectations. The company posted diluted earnings per share (EPS) of $1.10, a substantial beat over the analysts' consensus estimate of $0.32, marking a 243.75% positive surprise. Additionally, total revenue for the quarter reached $4.88 billion, increasing by 70.4% year-over-year and exceeding analyst projections of $4.73 billion.

    2. The company achieved a notable swing to profitability and demonstrated strong medical cost control during fiscal Q2 2026. Oscar Health returned to operating and net profitability, with net income attributable to Oscar Health of $361.8 million for the quarter, a significant improvement from a net loss of $228.4 million in Q2 2025. This was driven by a substantial improvement in the Medical Loss Ratio (MLR), which fell to 79.2% in Q2 2026 from 91.1% in Q2 2025, an 11.9 percentage point decrease. This improvement was attributed to disciplined pricing and $164 million of favorable prior-period reserve development.

    Show more
    Updated on 10/1/2026

    Oscar Health (OSCR) stock has gained about 10% since 6/30/2026 because of the following key factors:

    1. Oscar Health reported exceptionally strong financial results for fiscal Q2 2026 (ended June 30, 2026), significantly surpassing analyst expectations. The company posted diluted earnings per share (EPS) of $1.10, a substantial beat over the analysts' consensus estimate of $0.32, marking a 243.75% positive surprise. Additionally, total revenue for the quarter reached $4.88 billion, increasing by 70.4% year-over-year and exceeding analyst projections of $4.73 billion.

    2. The company achieved a notable swing to profitability and demonstrated strong medical cost control during fiscal Q2 2026. Oscar Health returned to operating and net profitability, with net income attributable to Oscar Health of $361.8 million for the quarter, a significant improvement from a net loss of $228.4 million in Q2 2025. This was driven by a substantial improvement in the Medical Loss Ratio (MLR), which fell to 79.2% in Q2 2026 from 91.1% in Q2 2025, an 11.9 percentage point decrease. This improvement was attributed to disciplined pricing and $164 million of favorable prior-period reserve development.

    3. Oscar Health raised its full-year 2026 earnings guidance and provided an optimistic long-term outlook. Following the robust fiscal Q2 2026 performance, the company initially raised its full-year 2026 earnings-from-operations outlook to a range of $500 million to $700 million. This guidance was further increased to $600 million to $800 million after an investor day on September 16, 2026. Management also committed to ambitious 2029 targets, including a revenue compound annual growth rate (CAGR) above 20%, an operating margin of 5-7%, and over $4.00 EPS, signaling confidence in sustained growth and profitability.

    4. The company demonstrated significant membership growth and strong market share gains in the ACA market. As of June 30, 2026, Oscar Health's effectuated membership reached 2,963,002, representing an approximately 46.2% increase from the prior year. Notably, Oscar grew its membership by 60% between the 2025 and 2026 open enrollment periods, while the overall ACA market contracted by 13%, enabling Oscar to achieve a 30% market share in 2026.

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    Stock Movement Drivers

    Fundamental Drivers

    The 4.8% change in OSCR stock from 6/30/2026 to 10/1/2026 was primarily driven by a 15.2% change in the company's Total Revenues ($ Mil).
    (LTM values as of)630202610012026Change
    Stock Price ($)28.5229.904.8%
    Change Contribution By: 
    Total Revenues ($ Mil)13,30215,31915.2%
    P/S Multiple0.60.6-7.7%
    Shares Outstanding (Mil)298302-1.3%
    Cumulative Contribution4.8%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    6/30/2026 to 10/1/2026
    ReturnCorrelation
    OSCR4.8% 
    Market (SPY)2.3%12.5%
    Sector (XLV)4.8%14.1%

    Fundamental Drivers

    The 160.7% change in OSCR stock from 3/31/2026 to 10/1/2026 was primarily driven by a 112.4% change in the company's P/S Multiple.
    (LTM values as of)331202610012026Change
    Stock Price ($)11.4729.90160.7%
    Change Contribution By: 
    Total Revenues ($ Mil)11,70115,31930.9%
    P/S Multiple0.30.6112.4%
    Shares Outstanding (Mil)283302-6.3%
    Cumulative Contribution160.7%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    3/31/2026 to 10/1/2026
    ReturnCorrelation
    OSCR160.7% 
    Market (SPY)17.8%14.3%
    Sector (XLV)13.9%24.6%

    Fundamental Drivers

    The 58.0% change in OSCR stock from 9/30/2025 to 10/1/2026 was primarily driven by a 42.8% change in the company's Total Revenues ($ Mil).
    (LTM values as of)930202510012026Change
    Stock Price ($)18.9329.9058.0%
    Change Contribution By: 
    Total Revenues ($ Mil)10,72715,31942.8%
    P/S Multiple0.50.630.8%
    Shares Outstanding (Mil)256302-15.4%
    Cumulative Contribution58.0%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    9/30/2025 to 10/1/2026
    ReturnCorrelation
    OSCR58.0% 
    Market (SPY)15.6%25.8%
    Sector (XLV)21.0%19.1%

    Fundamental Drivers

    The 436.8% change in OSCR stock from 9/30/2023 to 10/1/2026 was primarily driven by a 203.5% change in the company's Total Revenues ($ Mil).
    (LTM values as of)930202310012026Change
    Stock Price ($)5.5729.90436.8%
    Change Contribution By: 
    Total Revenues ($ Mil)5,04815,319203.5%
    P/S Multiple0.20.6143.7%
    Shares Outstanding (Mil)219302-27.4%
    Cumulative Contribution436.8%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    9/30/2023 to 10/1/2026
    ReturnCorrelation
    OSCR436.8% 
    Market (SPY)84.9%24.7%
    Sector (XLV)35.2%20.8%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    OSCR Return-77%-69%272%47%7%107%-14%
    Peers Return38%7%-3%-21%-21%27%13%
    S&P 500 Return27%-19%24%23%16%12%104%

    Monthly Win Rates [3]
    OSCR Win Rate20%33%67%67%42%44% 
    Peers Win Rate57%52%47%45%52%47% 
    S&P 500 Win Rate75%42%67%75%67%44% 

    Max Drawdowns [4]
    OSCR Max Drawdown--79%-50%-43%-42%-39% 
    Peers Max Drawdown-16%-21%-20%-34%-50%-34% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: UNH, HUM, CNC, MOH, ELV.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 10/2/2026 (YTD)

    How Low Can It Go

    EventOSCRS&P 500
    2025 US Tariff Shock
      % Loss-27.5%-18.8%
      % Gain to Breakeven37.8%23.1%
      Time to Breakeven15 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-39.3%-9.5%
      % Gain to Breakeven64.7%10.5%
      Time to Breakeven25 days24 days
    2023 SVB Regional Banking Crisis
      % Loss-36.5%-6.7%
      % Gain to Breakeven57.4%7.1%
      Time to Breakeven4 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-57.6%-24.5%
      % Gain to Breakeven135.7%32.4%
      Time to Breakeven224 days427 days

    Compare to UNH, HUM, CNC, MOH, ELV

    In The Past

    Oscar Health's stock fell -27.5% during the 2025 US Tariff Shock. Such a loss loss requires a 37.8% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    EventOSCRS&P 500
    2025 US Tariff Shock
      % Loss-27.5%-18.8%
      % Gain to Breakeven37.8%23.1%
      Time to Breakeven15 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-39.3%-9.5%
      % Gain to Breakeven64.7%10.5%
      Time to Breakeven25 days24 days
    2023 SVB Regional Banking Crisis
      % Loss-36.5%-6.7%
      % Gain to Breakeven57.4%7.1%
      Time to Breakeven4 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-57.6%-24.5%
      % Gain to Breakeven135.7%32.4%
      Time to Breakeven224 days427 days

    Compare to UNH, HUM, CNC, MOH, ELV

    In The Past

    Oscar Health's stock fell -27.5% during the 2025 US Tariff Shock. Such a loss loss requires a 37.8% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About Oscar Health (OSCR)

    Oscar Health, Inc. (OSCR) is a U.S.-based health insurance provider focused on offering a range of health insurance plans and related services. The company's primary offerings include health coverage for individuals and families through its Individual & Family plans, as well as Small Group plans designed for small businesses and their employees. Additionally, Oscar Health provides Medicare Advantage plans, catering to seniors and other eligible beneficiaries in the Medicare market.

    Beyond its insurance products, Oscar Health distinguishes itself with +Oscar, a proprietary technology platform. This platform is utilized by healthcare providers and other payor clients to improve member and patient engagement, reflecting the company's tech-driven approach to healthcare. Oscar Health also diversifies its offerings by providing reinsurance products. Together, these services position Oscar Health as a multifaceted player in the U.S. health insurance and health technology landscape, serving a broad spectrum of consumers and industry clients.

    AI Analysis | Feedback

    Here are 1-3 brief analogies to describe Oscar Health:

    • Like a Lemonade for health insurance.
    • A tech-driven UnitedHealth Group.

    AI Analysis | Feedback

    • Individual & Family Health Insurance Plans: These plans offer health insurance coverage tailored for individuals and families in the United States.
    • Small Group Health Insurance Plans: Oscar Health provides health insurance solutions specifically designed for small businesses and their employees.
    • Medicare Advantage Plans: The company offers Medicare Advantage plans, which are health insurance options for eligible seniors as an alternative to original Medicare.
    • +Oscar Platform: This is a technology-driven platform designed to help healthcare providers and payor clients engage more effectively with their members and patients.
    • Reinsurance Products: Oscar Health also offers reinsurance products, which provide financial protection to other insurance companies against large or numerous claims.

    AI Analysis | Feedback

    Oscar Health's Major Customers

    Oscar Health primarily serves individuals and small businesses, providing health insurance plans tailored to different segments of the population. Based on its core offerings, its major customer categories include:

    • Individual Consumers and Families: Individuals who directly purchase health insurance plans for themselves and their families, often through the Affordable Care Act (ACA) marketplace.
    • Seniors and Medicare-eligible Individuals: Individuals who enroll in Oscar Health's Medicare Advantage plans to receive health coverage.
    • Small Businesses (Employers): Companies that purchase small group health insurance plans from Oscar Health to provide health benefits to their employees.

    AI Analysis | Feedback

    Supplier Name: UnitedHealth Group

    Symbol: UNH

    AI Analysis | Feedback

    ```html

    Mark Bertolini, Chief Executive Officer

    Mark Bertolini was appointed CEO of Oscar Health in April 2023. He previously served as Co-Chief Executive Officer of Bridgewater Associates and as the Chairman and CEO of Aetna Inc. from 2010 to 2018. During his tenure at Aetna, he guided the company's transformation from a traditional health insurance provider to a consumer-centric healthcare company. Aetna was subsequently acquired by CVS Health in 2018. His career also includes executive roles at Cigna, NYLCare Health Plans, and SelectCare, Inc.

    R. Scott Blackley, Chief Financial Officer

    R. Scott Blackley has been Oscar Health's Chief Financial Officer since August 2023, having previously held the CFO position from March 2021 to December 2022 and serving as Chief Transformation Officer from December 2022 to August 2023. Before joining Oscar, he was the Chief Financial Officer of Capital One from May 2016 to March 2021. His extensive background in finance also includes various executive roles at Fannie Mae, including CFO of the Capital Markets Group, and prior positions at the U.S. Securities and Exchange Commission as a Professional Accounting Fellow, and as a Partner at KPMG, LLP.

    Mario Schlosser, Co-Founder & President of Technology, Chief Technology Officer

    Mario Schlosser co-founded Oscar Health in 2012 and previously served as its CEO, leading the company from its inception. In his current role, he oversees product and engineering, focusing on the development of Oscar's technology platform and guiding the strategy for +Oscar. Prior to Oscar, Schlosser co-founded the largest social gaming company in Latin America, where he was responsible for analytics and game design. He also held roles as a Senior Investment Associate at Bridgewater Associates and as a consultant at McKinsey & Company.

    Ranmali Bopitiya, Chief Legal Officer

    Ranmali Bopitiya joined Oscar Health as Chief Legal Officer, effective January 31, 2022, overseeing the company's legal, risk, and government affairs functions. Before Oscar, she served as Chief Legal Officer at Everside Health and as Vice President and General Counsel for Colorado Permanente Medical Group of Kaiser Permanente. She also led the legal function for a high-growth startup within Stanford Health Care.

    Steve Wolin, Chief Operating Officer

    Steve Wolin joined Oscar Health in 2020 and is responsible for leading the development and execution of Oscar's service organization, insurance operations, population health, pharmacy services, behavioral health, and virtual care. Before his time at Oscar, Wolin was the head of corporate strategy and strategic partnership for Optum.

    ```

    AI Analysis | Feedback

    The key risks to Oscar Health (OSCR) are:

    1. High Medical Loss Ratio (MLR) and Path to Profitability: Oscar Health consistently faces challenges in translating revenue growth into sustainable profit due to a high Medical Loss Ratio (MLR), which represents the percentage of premium revenue spent on medical claims. For the 2025 fiscal year, the company projects its MLR to be between 86.0% and 87.0%, leading to an anticipated operating loss between $200 million and $300 million. This is exacerbated by increased market morbidity, meaning a higher proportion of sicker individuals are entering their risk pool. The company's ability to accurately price its plans and effectively manage healthcare costs for its members is crucial for achieving profitability.
    2. Expiration of Enhanced Federal Subsidies and ACA Marketplace Competition: A significant macro-economic risk for Oscar Health is the potential expiration of enhanced federal subsidies within the Affordable Care Act (ACA) marketplace. This could lead to a contraction in the individual health insurance market, resulting in margin compression and a decrease in membership for Oscar Health. The company has acknowledged this risk, pricing for a potential 20-30% market shrinkage. Additionally, increased competition from larger insurers in the ACA marketplace poses a challenge to Oscar Health's growth and member retention.
    3. Reliance on Reinsurance and Regulatory Capital Requirements: Oscar Health relies on quota share reinsurance arrangements to meet regulatory capital and surplus requirements and to mitigate the financial risk associated with medical claims. A significant risk is the potential inability to renew these reinsurance agreements on favorable terms or to obtain regulatory approval for them, which could adversely impact Oscar Health's capital position and its compliance with regulatory obligations. Furthermore, as Oscar Health expands its member base and enters new markets, it is required to contribute additional capital to its insurance subsidiaries to meet capital and surplus requirements, which can be substantial and potentially exceed the net income generated by these new ventures.

    AI Analysis | Feedback

    The increasing strategic moves and investments by major technology companies (e.g., Amazon, Google, Apple) into direct healthcare delivery and potential health plan offerings, which could leverage their superior data, technology, and consumer engagement capabilities to disrupt the health insurance market, particularly impacting tech-centric insurers like Oscar Health.

    AI Analysis | Feedback

    Oscar Health (OSCR) operates within significant addressable markets in the United States for its main products and services. Here are the identified addressable market sizes:
    • Individual & Family Plans: The U.S. individual health insurance market was valued at approximately USD 1.60 trillion in 2022 and is projected to reach around USD 2.54 trillion by 2030. Oscar Health is a key player in this segment, particularly within the Affordable Care Act (ACA) market, which had 21 million members as of 2021, with projections to climb to 24 million or even 31 million members if enhanced subsidies are extended.
    • Small Group (shifting to Individual Coverage Health Reimbursement Arrangements - ICHRAs): While Oscar Health ceased offering traditional small group policies as of December 2024, the company is strategically targeting the Individual Coverage Health Reimbursement Arrangement (ICHRA) market. If all employers with fewer than 1,000 employees adopted ICHRAs, Oscar Health's addressable market for this offering could expand from 21 million to 96 million lives in the U.S. For context, the broader U.S. group health insurance market was estimated at USD 1.41 trillion in 2024.
    • +Oscar (Technology Platform): For its technology-driven platform, +Oscar, the addressable market is within the healthcare payer technology solutions sector. The technology solutions in the U.S. healthcare payer market was estimated at approximately USD 7.8 billion in 2023 and is anticipated to grow at a Compound Annual Growth Rate (CAGR) of 7.3% from 2024 to 2030. Another source valued this market at USD 7.6 billion in 2023, expecting growth to USD 14.1 billion by 2032.
    • Reinsurance Products: Oscar Health utilizes reinsurance arrangements as part of its operations. The U.S. reinsurance market size was valued at USD 220.05 billion in 2024 and is projected to reach USD 630.10 billion by 2034, demonstrating a CAGR of 11.09% from 2025 to 2034.

    AI Analysis | Feedback

    Oscar Health (OSCR) anticipates several key drivers for its future revenue growth over the next two to three years:

    1. Membership Growth: Oscar Health has achieved significant growth in its member base, reaching approximately 3.4 million members as of February 1, 2026, a substantial increase from previous years. This growth is a primary factor in the company's projected total revenues of $18.7 billion to $19 billion for 2026, representing a 61% year-over-year increase at the midpoint. The introduction of a new suite of affordable products and an exceptional member experience contributed to this record membership.
    2. Pricing Discipline and Rate Increases: The company has implemented strategic pricing adjustments, including a weighted average rate increase of approximately 28% for 2026. These rate increases are a direct contributor to higher revenue per member.
    3. Market Share Expansion: Oscar Health has expanded its market share across its operational footprint, growing from 17% in 2025 to 30% in 2026. This increase in market share, partly driven by competitors such as CVS Health exiting the individual Affordable Care Act (ACA) exchange market, leads to a larger customer base and, consequently, higher revenue.
    4. AI-driven Efficiency and Technology Platform (+Oscar): Oscar Health leverages its proprietary technology platform, including "Agentic AI features" and "Oswell," an AI-driven health agent, to enhance member experience and operational efficiency. While these advancements are crucial for improving profitability by reducing the medical loss ratio and SG&A expenses, they also indirectly fuel revenue growth by enabling competitive product offerings and superior engagement, which drive membership acquisition and retention. The company's technology is designed to deliver superior experiences, deep engagement, and high-value clinical care.

    AI Analysis | Feedback

    Capital Allocation Decisions (Last 3-5 Years)

    Share Repurchases

    • Oscar Health has not made any share repurchases over the last 3-5 years, with historical data showing $0.00 in share buybacks.

    Share Issuance

    • Oscar Health completed its Initial Public Offering (IPO) in March 2021, offering 37,041,026 shares of Class A common stock at $39.00 per share.
    • The company itself sold 36,391,946 shares during the IPO, raising approximately $1.4446 billion.
    • Share issuances have continued in subsequent years, contributing to an increase in shares outstanding from 174.40 million in 2021 to 255.42 million in 2025.

    Inbound Investments

    • Prior to its IPO, Google's parent company, Alphabet Inc., was a significant shareholder with approximately an 18% ownership stake.
    • Fidelity and Alphabet were among its largest investors, contributing $400 million and $375 million, respectively, in earlier funding rounds.
    • Institutional ownership includes major firms such as Vanguard Group Inc, BlackRock, Inc., Morgan Stanley, and Thrive Capital Management, LLC, holding a substantial number of shares.

    Capital Expenditures

    • Capital expenditures were reported as $6.8 million in December 2024.
    • Quarterly capital expenditures for 2025 were $9.0 million (March 31), $9.3 million (June 30), and $9.0 million (September 30).
    • A primary focus of these expenditures is investments in physical assets and its technology-driven platform, "+Oscar," which is integral to its business model.

    Peer Outperformance in Managed Health Care

    null
    Share of Managed Health Care constituents that OSCR has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
    1Y
    —
    insufficient peer history
    3Y
    —
    insufficient peer history
    5Y
    —
    insufficient peer history
    null
    null

    Latest Trefis Analyses

    TitleDate
    0DASHBOARDS 
    1Oscar Health Stock Rockets 32% With 5-Day Winning Streak05/13/2026
    2Is 11.6% Fall In Oscar Health (OSCR) Stock A Buying Opportunity?03/11/2026
    3Oscar Health (OSCR +10%): Delayed Reaction to Confident 2026 Outlook03/05/2026
    4Is 21.7% Fall In Oscar Health (OSCR) Stock A Buying Opportunity?02/25/2026
    5Is 25.4% Fall In Oscar Health (OSCR) Stock A Buying Opportunity?02/05/2026
    6With Strong Cash Flow, Oscar Health Stock Poised to Rise?12/25/2025
    7Oscar Health Stock Drop Looks Sharp, But How Deep Can It Go?11/11/2025
    8Is 21.4% Fall In Oscar Health (OSCR) Stock A Buying Opportunity?11/04/2025
    9Why Oscar Health Stock Moved: OSCR Stock Has Gained 506% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)08/08/2025
    10Oscar Health (OSCR) Valuation Ratios Comparison08/08/2025
    11ARTICLES 
    1210 Mid Cap Stocks Just Made New 52-Week Highs09/15/2026
    13Oscar Health Stock To $27?06/03/2026
    14Time To Buy The Dip In Oscar Health Stock?03/11/2026
    15Oscar Health Stock Tumbled 22% – Opportunity or Trap?02/25/2026
    16Could Cash Machine Oscar Health Stock Be Your Next Buy?12/25/2025
    Title
    0DASHBOARDS
    1Oscar Health Stock Rockets 32% With 5-Day Winning Streak
    2Is 11.6% Fall In Oscar Health (OSCR) Stock A Buying Opportunity?
    3Oscar Health (OSCR +10%): Delayed Reaction to Confident 2026 Outlook
    4Is 21.7% Fall In Oscar Health (OSCR) Stock A Buying Opportunity?
    5Is 25.4% Fall In Oscar Health (OSCR) Stock A Buying Opportunity?
    6With Strong Cash Flow, Oscar Health Stock Poised to Rise?
    7Oscar Health Stock Drop Looks Sharp, But How Deep Can It Go?
    8Is 21.4% Fall In Oscar Health (OSCR) Stock A Buying Opportunity?
    9Why Oscar Health Stock Moved: OSCR Stock Has Gained 506% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
    10Oscar Health (OSCR) Valuation Ratios Comparison
    11ARTICLES
    1210 Mid Cap Stocks Just Made New 52-Week Highs
    13Oscar Health Stock To $27?
    14Time To Buy The Dip In Oscar Health Stock?
    15Oscar Health Stock Tumbled 22% – Opportunity or Trap?
    16Could Cash Machine Oscar Health Stock Be Your Next Buy?

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    Financials

    OSCRUNHHUMCNCMOHELVMedian
    NameOscar He.UnitedHe.Humana Centene Molina H.Elevance. 
    Mkt Price-371.95388.3862.91189.59386.46371.95
    Mkt Cap-335.546.631.19.783.946.6
    Rev LTM-450,129145,679202,93844,522201,113201,113
    Op Inc LTM-21,676-1,616296-1,616
    FCF LTM-23,6171,9498,9512706,2896,289
    FCF 3Y Avg-18,365-2224,0972904,1494,097
    CFO LTM-27,0172,5399,7493657,4647,464
    CFO 3Y Avg-21,8584084,8123855,3284,812

    Growth & Margins

    OSCRUNHHUMCNCMOHELVMedian
    NameOscar He.UnitedHe.Humana Centene Molina H.Elevance. 
    Rev Chg LTM-6.5%18.3%13.9%2.6%6.3%6.5%
    Rev Chg 3Y Avg-8.9%13.9%11.2%11.1%6.7%11.1%
    Rev Chg Q-0.4%26.2%9.9%-4.8%1.4%1.4%
    QoQ Delta Rev Chg LTM-0.1%6.2%2.4%-1.2%0.3%0.3%
    Op Inc Chg LTM--29.5%--18.0%-82.1%--29.5%
    Op Inc Chg 3Y Avg--9.5%--20.9%-25.0%--20.9%
    Op Mgn LTM-4.8%-0.8%0.7%-0.8%
    Op Mgn 3Y Avg-6.8%-1.3%2.9%-2.9%
    QoQ Delta Op Mgn LTM-0.6%-0.8%-0.5%-0.6%
    CFO/Rev LTM-6.0%1.7%4.8%0.8%3.7%3.7%
    CFO/Rev 3Y Avg-5.1%0.1%2.5%0.9%2.8%2.5%
    FCF/Rev LTM-5.2%1.3%4.4%0.6%3.1%3.1%
    FCF/Rev 3Y Avg-4.3%-0.4%2.2%0.7%2.1%2.1%

    Valuation

    OSCRUNHHUMCNCMOHELVMedian
    NameOscar He.UnitedHe.Humana Centene Molina H.Elevance. 
    Mkt Cap-335.546.631.19.783.946.6
    P/S-0.70.30.20.20.40.3
    P/Op Inc-15.5-19.232.7-19.2
    P/EBIT-15.719.6-7.847.711.515.7
    P/E-23.836.5-6.1-1,384.016.916.9
    P/CFO-12.418.43.226.511.212.4
    Total Yield-6.7%3.7%-16.9%-0.1%7.8%3.7%
    Dividend Yield-2.5%0.9%0.0%0.0%1.8%0.9%
    FCF Yield 3Y Avg-5.5%0.4%12.9%2.0%4.7%4.7%
    D/E-0.20.30.50.40.40.4
    Net D/E-0.1-0.2-0.4-0.5-0.1-0.2

    Returns

    OSCRUNHHUMCNCMOHELVMedian
    NameOscar He.UnitedHe.Humana Centene Molina H.Elevance. 
    1M Rtn--5.6%-1.6%-3.6%-6.6%-3.7%-3.7%
    3M Rtn--12.0%-2.1%-7.3%-17.5%-7.1%-7.3%
    6M Rtn-35.7%118.9%79.2%36.0%29.6%36.0%
    12M Rtn-9.6%59.1%76.0%-1.7%18.5%18.5%
    3Y Rtn--23.0%-18.2%-9.2%-43.0%-7.7%-18.2%
    1M Excs Rtn--6.0%-2.1%-4.0%-7.1%-4.2%-4.2%
    3M Excs Rtn--14.5%-4.6%-9.8%-20.1%-9.6%-9.8%
    6M Excs Rtn-20.5%103.0%68.2%22.2%13.8%22.2%
    12M Excs Rtn--4.3%35.9%61.2%-16.3%7.2%7.2%
    3Y Excs Rtn--102.5%-99.5%-92.0%-126.5%-89.7%-99.5%

    Comparison Analyses

    null

    Financials

    $ Mil | FY: 12/312026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q3
    Period End6/30/20263/31/202612/31/20259/30/20256/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/2023
    Filing Date8/7/20265/7/20262/13/202611/6/20258/7/20255/8/20252/20/202511/7/20248/7/20245/7/20242/15/202411/7/2023
    Key Financials Quarterly            
    Total Revenue4,8804,6472,8052,9862,8643,0462,3932,4232,2192,1431,4321,440
    Ebitda------------
    Operating Income------------
    Net Income362679-353-137-228275-154-5556177-150-65
    EPS1.202.28-1.24-0.53-0.891.10-0.62-0.220.240.77-0.66-0.29
    Key Financials TTM            
    Total Revenue TTM15,31913,30211,70111,28910,72710,0829,1788,2177,2346,5375,8635,469
    Ebitda TTM------------
    Operating Income TTM------------
    Net Income TTM551-39-443-244-161123252918-54-271-347
    Growth Rates Quarterly            
    Total Revenue Growth70.4%52.6%17.2%23.2%29.0%42.2%67.1%68.3%45.8%45.8%38.0%41.4%
    EBITDA Growth------------
    Operating Income Growth------------
    Net Income Growth258.4%146.7%-129.6%-151.8%-506.3%55.2%-2.3%16.5%462.0%546.0%33.6%66.1%
    Margins Quarterly            
    EBITDA Margin------------
    Operating Income Margin------------
    Net Income Margin7.4%14.6%-12.6%-4.6%-8.0%9.0%-6.4%-2.3%2.5%8.3%-10.5%-4.5%
    Cash & Debt            
    Total Cash8,5566,8003,9913,0363,5372,9882,1521,7102,6322,8472,5602,444
    Total Debt432431430686300300300299299299299299
    Net Debt / (Cash)-8,124-6,369-3,561-2,350-3,237-2,688-1,852-1,411-2,333-2,548-2,261-2,146
    Cash Flows Quarterly            
    FCF from Operations2,0922,619672-965509879347-500497634297-1,149
    Cash Flows TTM            
    FCF from Operations TTM4,4192,8351,0957701,2341,222978928279-53-272-418
    Returns to Shareholders Quarterly            
    Dividends000000000000
    Share Repurchases-0-0-0-0-0-0-0-0-0-0-0-0
    Return on Invested Capital (ROIC) Quarterly            
    ROIC---198.9%-34.1%-126.5%90.5%-30.5%-8.6%15.6%60.1%-42.3%-17.3%
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM---61.7%-14.8%-20.9%10.2%1.3%1.2%1.3%-4.3%-18.9%-23.0%

    Segment Financials

    Revenue by Segment
    $ Mil20252024202320222021
    Single Segment11,7019,1785,8624,1261,921
    Total11,7019,1785,8624,1261,921


    Price Behavior

    Price Behavior
    Market Price$29.90 
    Market Cap ($ Bil)9.0 
    First Trading Date03/03/2021 
    Distance from 52W High-11.6% 
       50 Days200 Days
    DMA Price$30.72$21.78
    DMA Trendupup
    Distance from DMA-2.7%37.3%
     3M1YR
    Volatility54.5%70.3%
    Downside Capture186.98105.72
    Upside Capture122.12142.10
    Correlation (SPY)15.4%26.0%
    OSCR Betas & Captures as of 9/30/2026

     1M2M3M6M1Y3Y
    Beta0.440.530.690.741.391.19
    Up Beta-3.53-2.30-1.201.101.210.74
    Down Beta-2.56-1.400.82-0.341.871.09
    Up Capture129%155%146%228%178%670%
    Bmk +ve Days6162766132424
    Stock +ve Days12213169123358
    Down Capture92%186%109%-53%104%107%
    Bmk -ve Days16263760120328
    Stock -ve Days10213357129387

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with OSCR
    OSCR58.2%70.2%0.93-
    Sector ETF (XLV)21.0%16.0%1.0019.1%
    Equity (SPY)15.7%13.0%0.8525.8%
    Gold (GLD)7.7%29.6%0.259.2%
    Commodities (DBC)45.6%20.8%1.69-3.8%
    Real Estate (VNQ)1.2%13.6%-0.1622.6%
    Bitcoin (BTCUSD)-25.7%44.5%-0.5425.7%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with OSCR
    OSCR11.5%80.1%0.47-
    Sector ETF (XLV)6.3%15.2%0.2324.3%
    Equity (SPY)13.0%17.2%0.5732.8%
    Gold (GLD)18.6%18.9%0.806.3%
    Commodities (DBC)10.6%19.6%0.426.5%
    Real Estate (VNQ)0.4%18.9%-0.0830.3%
    Bitcoin (BTCUSD)13.6%52.3%0.4318.3%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with OSCR
    OSCR-1.6%78.9%0.30-
    Sector ETF (XLV)10.4%16.7%0.5122.9%
    Equity (SPY)15.3%17.9%0.7231.3%
    Gold (GLD)11.6%16.4%0.586.7%
    Commodities (DBC)8.4%18.1%0.386.4%
    Real Estate (VNQ)4.4%20.7%0.1729.2%
    Bitcoin (BTCUSD)64.2%66.2%1.0417.2%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date9152026
    Short Interest: Shares Quantity17.8 Mil
    Short Interest: % Change Since 83120268.6%
    Average Daily Volume4.9 Mil
    Days-to-Cover Short Interest3.6 days
    Basic Shares Quantity302.2 Mil
    Short % of Basic Shares5.9%

    Returns Analyses

    Earnings Returns History

    Updated 9/9/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    8/6/2026-11.9%-1.7%7.1%
    5/6/202610.6%32.3%31.5%
    2/10/20261.7%5.8%5.8%
    11/6/2025-2.8%-11.3%-1.8%
    8/6/20253.8%8.4%33.0%
    5/7/202530.2%29.5%19.7%
    2/4/20253.1%-7.7%2.2%
    11/7/2024-12.3%-13.3%0.4%
    ...
    SUMMARY STATS   
    # Positive141316
    # Negative896
    Median Positive11.2%18.9%9.1%
    Median Negative-7.9%-7.7%-9.2%
    Max Positive30.3%47.6%42.9%
    Max Negative-24.5%-29.2%-34.1%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    8/6/2026-11.9%-1.7%7.1%
    5/6/202610.6%32.3%31.5%
    2/10/20261.7%5.8%5.8%
    11/6/2025-2.8%-11.3%-1.8%
    8/6/20253.8%8.4%33.0%
    5/7/202530.2%29.5%19.7%
    2/4/20253.1%-7.7%2.2%
    11/7/2024-12.3%-13.3%0.4%
    8/7/2024-3.1%6.1%1.0%
    5/7/20244.2%15.7%3.8%
    2/7/202424.4%26.0%9.1%
    11/7/202315.9%19.1%42.9%
    8/8/202312.1%6.0%-7.6%
    5/9/2023-3.9%-4.1%24.1%
    2/9/202330.3%47.6%2.6%
    11/8/2022-23.5%-5.9%-10.7%
    8/11/202219.2%18.9%-2.9%
    5/10/2022-3.3%-2.0%-20.4%
    2/10/20224.4%9.5%9.2%
    11/10/2021-24.5%-29.2%-34.1%
    8/12/20210.3%-11.8%16.7%
    5/13/202111.8%20.4%21.9%
    SUMMARY STATS   
    # Positive141316
    # Negative896
    Median Positive11.2%18.9%9.1%
    Median Negative-7.9%-7.7%-9.2%
    Max Positive30.3%47.6%42.9%
    Max Negative-24.5%-29.2%-34.1%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    06/30/202608/07/202610-Q
    03/31/202605/07/202610-Q
    12/31/202502/13/202610-K
    09/30/202511/06/202510-Q
    06/30/202508/07/202510-Q
    03/31/202505/08/202510-Q
    12/31/202402/20/202510-K
    09/30/202411/07/202410-Q
    06/30/202408/07/202410-Q
    03/31/202405/07/202410-Q
    12/31/202302/15/202410-K
    09/30/202311/07/202310-Q
    06/30/202308/09/202310-Q
    03/31/202305/10/202310-Q
    12/31/202202/24/202310-K
    09/30/202211/09/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    06/30/202608/07/202610-Q
    03/31/202605/07/202610-Q
    12/31/202502/13/202610-K
    09/30/202511/06/202510-Q
    06/30/202508/07/202510-Q
    03/31/202505/08/202510-Q
    12/31/202402/20/202510-K
    09/30/202411/07/202410-Q
    06/30/202408/07/202410-Q
    03/31/202405/07/202410-Q
    12/31/202302/15/202410-K
    09/30/202311/07/202310-Q
    06/30/202308/09/202310-Q
    03/31/202305/10/202310-Q
    12/31/202202/24/202310-K
    09/30/202211/09/202210-Q
    06/30/202208/12/202210-Q
    03/31/202205/12/202210-Q
    12/31/202102/25/202210-K
    09/30/202111/12/202110-Q
    06/30/202108/13/202110-Q
    03/31/202105/14/202110-Q
    12/31/202003/04/2021424B4

    Insider Activity

    Updated 9/22/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Wittman, Vanessa Ames DirectSell922202632.2425,000806,0003,614,781Form
    2Baltrus, VictoriaChief Accounting OfficerDirectSell908202631.4595830,1296,718,695Form
    3Liang, JanetPresident, Oscar InsuranceDirectSell908202631.4510,360325,8227,821,521Form
    4Blackley, Richard ScottChief Financial OfficerDirectSell908202631.4528,869907,93032,900,097Form
    5McAnaney, AdamChief Legal OfficerDirectSell908202631.459,092285,9436,573,176Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Wittman, Vanessa Ames DirectSell922202632.2425,000806,0003,614,781Form
    2Baltrus, VictoriaChief Accounting OfficerDirectSell908202631.4595830,1296,718,695Form
    3Liang, JanetPresident, Oscar InsuranceDirectSell908202631.4510,360325,8227,821,521Form
    4Blackley, Richard ScottChief Financial OfficerDirectSell908202631.4528,869907,93032,900,097Form
    5McAnaney, AdamChief Legal OfficerDirectSell908202631.459,092285,9436,573,176Form
    6Schlosser, Mario DirectSell908202631.4531,422988,22214,135,014Form
    7Schlosser, Mario DirectSell831202630.79150,0004,618,50014,805,864Form
    8Schlosser, Mario DirectSell831202630.34600,00018,204,00014,589,474Form
    9Blackley, Richard ScottChief Financial OfficerMQB Irrevocable TrustSell820202631.7418,750595,1251,785,375Form
    10Schlosser, Mario Pizzo-Schlosser Family Dynasty TrustSell706202631.2447,500  Form
    11Bertolini, Mark TChief Executive OfficerDirectSell701202628.48624,24417,781,383220,800,899Form
    12Bertolini, Mark TChief Executive OfficerDirectSell701202629.26614,75217,985,938245,053,087Form
    13Bertolini, Mark TChief Executive OfficerDirectSell629202629.28591,16817,310,761263,264,487Form
    14Bertolini, Mark TChief Executive OfficerDirectSell629202628.61615,14217,601,317274,166,192Form
    15Schlosser, Mario DirectSell625202629.38880,00025,850,51514,125,720Form
    16Schlosser, Mario Noah Pizzo-Schlosser Dynasty TrustSell625202629.3850,000  Form
    17Schlosser, Mario Siena Pizzo-Schlosser Dynasty TrustSell625202629.3850,000  Form
    18Schlosser, Mario Pizzo-Schlosser Family Dynasty TrustSell625202629.3847,500  Form
    19Baltrus, VictoriaChief Accounting OfficerDirectSell604202621.941,52333,4174,708,381Form
    20Schlosser, Mario DirectSell604202621.9434,120748,63310,550,768Form
    21McAnaney, AdamChief Legal OfficerDirectSell604202621.949,859216,3184,785,290Form
    22Liang, JanetPresident, Oscar InsuranceDirectSell604202621.9412,475273,7165,684,019Form
    23Blackley, Richard ScottChief Financial OfficerDirectSell604202621.9431,683695,16223,586,253Form
    24Blackley, Richard ScottChief Financial OfficerDirectSell520202625.03110,0002,753,30027,699,700Form
    25Blackley, Richard ScottChief Financial OfficerDirectSell518202623.16100,0002,316,03128,178,226Form
    26Bertolini, Mark TChief Executive OfficerDirectBuy407202611.921,000,00011,920,000121,546,762Form
    27Liang, JanetPresident, Oscar InsuranceDirectSell304202613.397,45399,7963,635,813Form
    28Baltrus, VictoriaChief Accounting OfficerDirectSell304202613.394,63862,1032,893,740Form
    29McAnaney, AdamChief Legal OfficerDirectSell304202613.3918,710250,5273,052,317Form
    30Schlosser, MarioPresident of Technology & CTODirectSell304202613.3924,335325,8466,895,663Form
    31Blackley, Richard ScottChief Financial OfficerDirectSell304202613.3919,221257,36919,638,577Form
    32Schlosser, MarioPresident of Technology & CTODirectSell112202617.6523,038406,6216,180,677Form
    33Schlosser, MarioPresident of Technology & CTODirectSell106202615.6496,9281,515,9545,476,815Form
    34Schlosser, MarioPresident of Technology & CTODirectSell106202615.02137,9332,071,7545,410,429Form
    35Schlosser, MarioPresident of Technology & CTODirectSell1230202515.0038,835582,5256,575,220Form
    36McAnaney, AdamChief Legal OfficerDirectSell1204202516.591,85230,7252,973,608Form
    37Schlosser, MarioPresident of Technology & CTODirectSell1204202516.5923,965397,5797,916,466Form
    38Liang, JanetPresident, Oscar InsuranceDirectSell1204202516.597,338121,7372,862,223Form
    39Blackley, Richard ScottChief Financial OfficerDirectSell1204202516.5925,135416,99022,413,654Form
    40Baltrus, VictoriaChief Accounting OfficerDirectSell1204202516.594,14968,8323,375,236Form
    41Schlosser, MarioPresident of Technology & CTODirectSell1113202515.05105,3001,584,7657,542,277Form
    42Schlosser, MarioPresident of Technology & CTODirectSell1113202515.27286,1824,369,9997,652,530Form
    43Schlosser, MarioPresident of Technology & CTODirectSell924202518.43395,0007,279,8509,236,158Form

    Investor Activity (13F)

    Updated Oct 4, 2026
    13F holdings as of Mar 31, 2026 (Q1 2026)

    Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Thrive Capital Management, LLC$72.8 Mil21.2%5Hold13F
    Alphabet Inc.$5.5 Mil0.1%27Hold13F
    Sessa Capital IM, L.P.$5.7 Mil0.1%31Hold13F
    Active Manager
    Active Manager
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Thrive Capital Management, LLC$72.8 Mil21.2%5Hold13F
    Sessa Capital IM, L.P.$5.7 Mil0.1%31Hold13F
    Alphabet Inc.$5.5 Mil0.1%27Hold13F

    Industry Resources

    External Quote Links


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