ACHC
Acadia Healthcare Company, Inc.
ACHC offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
OSCR
Oscar Health, Inc.
OSCR has the edge over ACHC overall, supported by stronger fundamentals and lower modeled downside.
ACHC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Weak | |
| Under pressure | |
| Weak |
ACHC's revenue is currently stable, but its profitability, cash flow and balance sheet are under pressure.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
ACHC PE Valuation
ACHC has no meaningful PE right now: it lost money over the past year.
OSCR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $31.94 | — |
| Current | 13x | $31.94 | — |
| Cheap | 21x | $52.73 | +65% |
| Fair | 35x | $87.23 | +173% |
| Expensive | 130x | $322 | +907% |
Historical ranges are pointers, not guarantees.
OSCR's PE is 13x, but its earnings don't support one, so it isn't a reliable read right now.
ACHC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for ACHC, with profitability improving. However, they disagree widely on these estimates.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for OSCR, with profitability improving.
ACHC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.02 | — |
| Q3 2026 | -$12.43 | -1153% |
| Q2 2026 | -$12.41 | -916% |
| Q1 2026 | -$12.20 | -698% |
| Q4 2025 | -$12.16 | -537% |
| Q3 2025 | $1.18 | -61% |
| Q2 2025 | $1.52 | +$1.59 |
| Q1 2025 | $2.04 | +$2.17 |
| Q4 2024 | $2.78 | +$3.02 |
ACHC has swung to a loss: it lost $12.43 per share over the past year, after a profit the year before.
OSCR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.61 | +5.6% |
| Q3 2026 | $2.47 | +$3.47 |
| Q2 2026 | $1.45 | +$2.14 |
| Q1 2026 | -$0.54 | -235% |
| Q4 2025 | -$1.69 | -1790% |
| Q3 2025 | -$1.00 | -$0.92 |
| Q2 2025 | -$0.69 | -$0.54 |
| Q1 2025 | $0.40 | +$0.82 |
| Q4 2024 | $0.10 | +$1.32 |
OSCR has the edge over ACHC on earnings quality, reporting a profit while its opponent remains loss making.
ACHC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $895.3M | +5.1% |
| Q2 2026 | $865.8M | -0.4% |
| Q1 2026 | $828.8M | +7.6% |
| Q4 2025 | $821.5M | +6.1% |
| Q3 2025 | $851.6M | +4.4% |
| Q2 2025 | $869.2M | +9.2% |
| Q1 2025 | $770.5M | +0.3% |
| Q4 2024 | $774.2M | +4.2% |
ACHC's revenue is growing: $895M last quarter, up 5.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.3% | +1.6 points |
| Q2 2026 | 2.5% | -3.2 points |
| Q1 2026 | 1.3% | -0.4 points |
| Q4 2025 | -142% | -147 points |
| Q3 2025 | 4.7% | -7.4 points |
| Q2 2025 | 5.8% | -7.6 points |
| Q1 2025 | 1.8% | -11 points |
| Q4 2024 | 4.9% | -5.9 points |
ACHC has the edge over OSCR on profitability, with a higher operating margin.
OSCR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +72% |
| Q2 2026 | $4.9B | +70% |
| Q1 2026 | $4.6B | +53% |
| Q4 2025 | $2.8B | +17% |
| Q3 2025 | $3B | +23% |
| Q2 2025 | $2.9B | +29% |
| Q1 2025 | $3B | +42% |
| Q4 2024 | $2.4B | +67% |
OSCR has the edge over ACHC on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.5% | +7.8 points |
| Q2 2026 | 8% | +16 points |
| Q1 2026 | 15% | +5.4 points |
| Q4 2025 | -12% | -5.7 points |
| Q3 2025 | -4.3% | -2.3 points |
| Q2 2025 | -8.1% | -11 points |
| Q1 2025 | 9.8% | +1.1 points |
| Q4 2024 | -6.2% | +4 points |
OSCR's operating margin was 3.5% last quarter, up 7.8 points from the same quarter a year ago.
ACHC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $47.1M | +$110.2M |
| Q2 2026 | $123.5M | +$157.8M |
| Q1 2026 | -$15M | +$148.1M |
| Q4 2025 | -$179.5M | -$92.7M |
| Q3 2025 | -$63M | -$35.9M |
| Q2 2025 | -$34.2M | -303% |
| Q1 2025 | -$163.2M | +$300.5M |
| Q4 2024 | -$86.8M | -$64.4M |
ACHC has burned cash in six of the last eight quarters: −$24M over the past year, against −$347M the year before.
OSCR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -$238.2M |
| Q2 2026 | $2.1B | +316% |
| Q1 2026 | $2.6B | +200% |
| Q4 2025 | $662.8M | +95% |
| Q3 2025 | -$973.7M | -$466M |
| Q2 2025 | $499.8M | +2.1% |
| Q1 2025 | $869.5M | +38% |
| Q4 2024 | $340M | +17% |
OSCR has the edge over ACHC on cash generation, producing positive trailing cash flow while its opponent burns cash.
ACHC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +372K shares |
| 1 year | +1.3% | +1.2M shares |
| 3 years | +0.6% | +578K shares |
| 5 years | +0.9% | +857K shares |
| Available history | +4.5% | +3.9M shares |
ACHC has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $3.2M |
| Q1 2025 | $46.9M |
OSCR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.9% | +13M shares |
| 1 year | +34% | +87.2M shares |
| 3 years | +55% | +123M shares |
| 5 years | +66% | +138M shares |
| Available history | +71% | +143M shares |
OSCR has 346M diluted shares, up 34% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
ACHC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2025 | 6.8x | High |
| Q2 2025 | 5.7x | High |
| Q1 2025 | 5.1x | High |
| Q4 2024 | 3.8x | Elevated |
| Q3 2024 | 3.4x | Elevated |
| Q2 2024 | 12.7x | High |
| Q1 2024 | 14.2x | High |
| Q4 2023 | 11.9x | High |
ACHC's net debt is about 6.8 years of its operating earnings (EBITDA), up from 3.4 years a year ago.
OSCR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.2x | Net Cash |
| Q2 2026 | -5.5x | Net Cash |
| Q1 2026 | -110.0x | Net Cash |
| Q1 2025 | -9.7x | Net Cash |
| Q4 2024 | -13.7x | Net Cash |
| Q3 2024 | -10.1x | Net Cash |
| Q2 2024 | -24.0x | Net Cash |
| Q1 2024 | -217.7x | Net Cash |
OSCR has more cash than debt.
ACHC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 70.3 | Overbought |
| Stochastic | 70.2 | Neutral |
ACHC's weekly RSI is 70 (overbought) and its Stochastic is 70 (neutral).
OSCR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.7 | Neutral |
| Stochastic | 44.9 | Neutral |
OSCR's weekly RSI is 59 (neutral) and its Stochastic is 45 (neutral).
ACHC PE vs Healthcare Sector
| Metric | ACHC | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
ACHC has no meaningful PE right now: it lost money over the past year.
OSCR PE vs Healthcare Sector
| Metric | OSCR | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 26x | 50% below |
| PE % | 3 | 35 | 32 pts below |
OSCR is trading at 13x earnings, a 50% discount to the Healthcare sector's median of 26x, though its earnings don't support one.
ACHC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.5 | 20% above |
| 20 week MA | $30.9 | 23% above |
| 50 week MA | $24.8 | 52% above |
| 100 week MA | $25.9 | 46% above |
| 200 week MA | $48.6 | 22% below |
ACHC has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 22% below its 200-week average.
OSCR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.2 | 2.3% above |
| 20 week MA | $31.1 | 2.8% above |
| 50 week MA | $22.9 | 39% above |
| 100 week MA | $19.3 | 65% above |
| 200 week MA | $15.5 | 106% above |
OSCR has the edge over ACHC on trend strength, trading above more of its moving averages.
ACHC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $33.0 | $49.3 | +49% |
| 2021 | $49.3 | $59.1 | +20% |
| 2022 | $59.1 | $83.0 | +40% |
| 2023 | $83.0 | $77.8 | -6.3% |
| 2024 | $77.8 | $38.0 | -51% |
| 2025 | $38.0 | $14.7 | -61% |
| 2026 YTD | $14.7 | $37.8 | +157% |
ACHC has the edge over OSCR on returns for 2026, with the stronger performance.
OSCR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $31.0 | $8.02 | -74% |
| 2022 | $8.02 | $2.21 | -72% |
| 2023 | $2.21 | $9.15 | +314% |
| 2024 | $9.15 | $13.8 | +51% |
| 2025 | $13.8 | $14.9 | +8% |
| 2026 YTD | $14.9 | $31.9 | +114% |
OSCR's yearly returns have swung widely, from +314% in 2023 to −74% in 2021. It's up 114% so far in 2026.