ARWR
Arrowhead Pharmaceuticals, Inc.
ARWR has lower modeled downside risk, despite its lower overall score.
OSCR
Oscar Health, Inc.
OSCR has the edge over ARWR overall, supported by stronger fundamentals and stronger modeled upside.
ARWR Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Weak | |
| Weak | |
| Strong |
ARWR's balance sheet is currently strong, but its revenue, profitability and cash flow are weak.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
ARWR PE Valuation
ARWR 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.
ARWR Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong decline | |
| -- | |
| Limited | |
| Low |
Analysts expect ARWR's losses to grow, with revenue declining. 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.
ARWR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$5.11 | -$5.10 |
| Q2 2026 | -$2.18 | -$0.92 |
| Q1 2026 | -$2.08 | -$0.70 |
| Q4 2025 | $1.60 | +$6.75 |
| Q3 2025 | -$0.01 | +$4.99 |
| Q2 2025 | -$1.26 | +$3.40 |
| Q1 2025 | -$1.38 | +$2.86 |
| Q4 2024 | -$5.15 | -$2.38 |
ARWR lost $5.11 per share over the past year, and its loss has widened in each of the last three quarters.
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 ARWR on earnings quality, reporting a profit while its opponent remains loss making.
ARWR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $37.8M | -85% |
| Q2 2026 | $75.3M | +171% |
| Q1 2026 | $73.7M | -86% |
| Q4 2025 | $264M | +10461% |
| Q4 2024 | $2.5M | -30% |
| Q4 2023 | $3.6M | -94% |
| Q3 2023 | $16.1M | -49% |
| Q2 2023 | $15.8M | -51% |
ARWR's revenue has slid since its 2025 peak: $38M last quarter, down 85% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -1155% | -1173 points |
| Q2 2026 | -226% | +370 points |
| Q1 2026 | -192% | -262 points |
| Q4 2025 | 15% | +6472 points |
| Q3 2025 | 17% | N/A |
| Q2 2025 | -596% | N/A |
| Q1 2025 | 70% | N/A |
| Q4 2024 | -6456% | -2611 points |
ARWR's operating margin was −1155% last quarter, down 1172 points from the same quarter a year ago, near the bottom of its range since 2019.
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 ARWR 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 ARWR on profitability, with a higher operating margin.
ARWR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$195.8M | -1606% |
| Q2 2026 | -$181.3M | -$24.2M |
| Q1 2026 | $81.9M | -82% |
| Q4 2025 | $11.3M | +$165.1M |
| Q3 2025 | $13M | +$174.5M |
| Q2 2025 | -$157.1M | -$27.2M |
| Q1 2025 | $454.8M | +$581.2M |
| Q4 2024 | -$153.8M | +$32.7M |
ARWR has burned cash in most quarters: −$284M over the past year, against $157M 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 ARWR on cash generation, producing positive trailing cash flow while its opponent burns cash.
ARWR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -1.7M shares |
| 1 year | +5.9% | +7.9M shares |
| 3 years | +33% | +34.9M shares |
| 5 years | +37% | +37.9M shares |
| Available history | +46% | +44.5M shares |
ARWR has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
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 | — |
ARWR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2025 | 0.0x | Very low |
| Q3 2025 | 0.2x | Very low |
| Q1 2020 | -51.3x | Net Cash |
| Q4 2019 | -9.3x | Net Cash |
ARWR has more cash than debt.
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.
ARWR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 29.8 | Oversold |
| Stochastic | 6.6 | Oversold |
ARWR's weekly RSI is 30 (oversold) and its Stochastic is 7 (oversold).
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).
ARWR PE vs Healthcare Sector
| Metric | ARWR | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
ARWR 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.
ARWR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $59.0 | 20% below |
| 20 week MA | $73.0 | 35% below |
| 50 week MA | $70.0 | 33% below |
| 100 week MA | $46.1 | 2.3% above |
| 200 week MA | $37.1 | 27% above |
ARWR has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 27% above 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 ARWR on trend strength, trading above more of its moving averages.
ARWR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $64.9 | $84.2 | +30% |
| 2021 | $84.2 | $70.3 | -17% |
| 2022 | $70.3 | $38.3 | -45% |
| 2023 | $38.3 | $30.6 | -20% |
| 2024 | $30.6 | $19.0 | -38% |
| 2025 | $19.0 | $70.2 | +270% |
| 2026 YTD | $70.2 | $47.2 | -33% |
ARWR's yearly returns have swung widely, from +270% in 2025 to −45% in 2022. It's down 33% 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 ARWR on returns for 2026, with the stronger performance.