AHCO
AdaptHealth Corp.
AHCO offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
OSCR
Oscar Health, Inc.
OSCR has the edge over AHCO overall, supported by stronger fundamentals and lower modeled downside.
AHCO Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Under pressure | |
| Under pressure |
AHCO's revenue, profitability, cash flow and balance sheet are all currently under pressure.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
AHCO PE Valuation
AHCO 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.
AHCO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Decline | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect AHCO's earnings and revenue to decline, with profitability weakening. However, they disagree widely on these estimates.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over AHCO on the outlook, with more favorable earnings and revenue expectations.
AHCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.97 | -630% |
| Q2 2026 | -$1.68 | -405% |
| Q1 2026 | -$0.59 | -202% |
| Q4 2025 | -$0.52 | -185% |
| Q3 2025 | $0.56 | +$2.21 |
| Q2 2025 | $0.55 | +$5.78 |
| Q1 2025 | $0.58 | +$5.85 |
| Q4 2024 | $0.61 | +$5.92 |
AHCO has swung to a loss: it lost $2.97 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 AHCO on earnings quality, reporting a profit while its opponent remains loss making.
AHCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $745.6M | -9.1% |
| Q2 2026 | $740.3M | -7.5% |
| Q1 2026 | $819.8M | +5.4% |
| Q4 2025 | $846.3M | -1.2% |
| Q3 2025 | $820.3M | +1.8% |
| Q2 2025 | $800.4M | -0.7% |
| Q1 2025 | $777.9M | -1.8% |
| Q4 2024 | $856.6M | -0.2% |
AHCO's revenue grew through 2022 and has held roughly level since: $746M last quarter, down 9.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -21% | -28 points |
| Q2 2026 | -19% | -29 points |
| Q1 2026 | 0.7% | -2.3 points |
| Q4 2025 | -8.7% | -20 points |
| Q3 2025 | 7.5% | -0.3 points |
| Q2 2025 | 9.9% | +3.4 points |
| Q1 2025 | 3% | -3.4 points |
| Q4 2024 | 11% | +37 points |
AHCO's operating margin was −21% last quarter, down 28 points from the same quarter a year ago, near the bottom of its range since 2020.
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 AHCO 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 has the edge over AHCO on profitability, with a higher operating margin.
AHCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $51.1M | -24% |
| Q2 2026 | -$20.9M | -129% |
| Q1 2026 | -$27.5M | -$27.4M |
| Q4 2025 | $79.3M | +8.5% |
| Q3 2025 | $66.8M | -21% |
| Q2 2025 | $73.3M | -37% |
| Q1 2025 | -$58K | +$38.8M |
| Q4 2024 | $73.1M | +9.7% |
AHCO still generates free cash flow, though less than at its 2024 peak: $82M over the past year.
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 AHCO on cash flow, with more consistent year-over-year improvement.
AHCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +276K shares |
| 1 year | -0.6% | -815K shares |
| 3 years | +1% | +1.4M shares |
| 5 years | -2.8% | -3.9M shares |
| Available history | +225% | +94.4M shares |
AHCO has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | $20.1M |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | $9.2M |
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 | — |
AHCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | 3.8x | Elevated |
| Q4 2025 | 3.5x | Elevated |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.8x | Moderate |
| Q1 2025 | 3.2x | Elevated |
| Q4 2024 | 3.0x | Moderate |
| Q3 2024 | 6.1x | High |
| Q3 2023 | 54.3x | High |
AHCO's net debt is about 3.8 years of its operating earnings (EBITDA), up from 3.2 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.
AHCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.5 | Neutral |
| Stochastic | 47.7 | Neutral |
AHCO's weekly RSI is 51 (neutral) and its Stochastic is 48 (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).
AHCO PE vs Healthcare Sector
| Metric | AHCO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
AHCO 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.
AHCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $6.29 | 25% above |
| 20 week MA | $7.25 | 8.6% above |
| 50 week MA | $9.26 | 15% below |
| 100 week MA | $9.31 | 15% below |
| 200 week MA | $10.1 | 22% below |
AHCO has bounced recently, but its long-term trend is still down: it's above its 8- and 20-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 AHCO on trend strength, trading above more of its moving averages.
AHCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.7 | $37.9 | +256% |
| 2021 | $37.9 | $23.7 | -37% |
| 2022 | $23.7 | $19.1 | -19% |
| 2023 | $19.1 | $7.29 | -62% |
| 2024 | $7.29 | $9.53 | +31% |
| 2025 | $9.53 | $10.3 | +7.6% |
| 2026 YTD | $10.3 | $7.87 | -23% |
AHCO's yearly returns have swung widely, from +256% in 2020 to −62% in 2023. It's down 23% so far in 2026.
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 has the edge over AHCO on returns for 2026, with the stronger performance.