BBNX
Beta Bionics, Inc.
BBNX offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
OSCR
Oscar Health, Inc.
OSCR has the edge over BBNX overall, supported by stronger fundamentals and lower modeled downside.
BBNX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Weak | |
| Unavailable |
BBNX's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
BBNX PE Valuation
BBNX 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.
BBNX Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect BBNX's revenue to grow and its profitability to improve, with its earnings holding steady. 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 BBNX on the outlook, with more favorable earnings expectations.
BBNX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.70 | +$0.37 |
| Q2 2026 | -$1.51 | +$0.46 |
| Q1 2026 | -$1.37 | +$0.55 |
| Q4 2025 | -$1.81 | -$0.53 |
| Q3 2025 | -$2.07 | -$0.77 |
| Q2 2025 | -$1.97 | -$0.70 |
BBNX is still losing money, but less than at its worst: $1.70 per share over the past year, against $2.07 at its worst in late 2025.
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 BBNX on earnings quality, reporting a profit while its opponent remains loss making.
BBNX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $35.5M | +30% |
| Q2 2026 | $32M | +38% |
| Q1 2026 | $27.6M | +57% |
| Q4 2025 | $32.1M | +57% |
| Q3 2025 | $27.3M | +63% |
| Q2 2025 | $23.2M | +54% |
| Q1 2025 | $17.6M | +36% |
| Q4 2024 | $20.4M | +145% |
BBNX has the edge over OSCR on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -75% | -12 points |
| Q2 2026 | -80% | +5.6 points |
| Q1 2026 | -88% | +18 points |
| Q4 2025 | -50% | +14 points |
| Q3 2025 | -63% | +3.2 points |
| Q2 2025 | -86% | -7.2 points |
| Q1 2025 | -106% | -33 points |
| Q4 2024 | -64% | +36 points |
BBNX's operating margin was −75% last quarter, down 12 points from the same quarter a year ago.
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's revenue has grown year over year every quarter since early 2021: $5.1B last quarter, up 72% from the same quarter a year ago.
| 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 BBNX on profitability, with a higher operating margin.
BBNX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$14.6M | -$4.6M |
| Q2 2026 | -$15.7M | -$288K |
| Q1 2026 | -$25.2M | -$4.9M |
| Q4 2025 | -$10.5M | +$4.3M |
| Q3 2025 | -$10M | +$1.5M |
| Q2 2025 | -$15.4M | -$2.6M |
| Q1 2025 | -$20.3M | -$7.8M |
| Q4 2024 | -$14.8M | -$8.2M |
BBNX has burned cash in almost every quarter: −$66M over the past year, against −$61M 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 BBNX on cash generation, producing positive trailing cash flow while its opponent burns cash.
BBNX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4.5% | +2M shares |
| 1 year | +6.7% | +2.9M shares |
| 3 years | +8.6% | +3.7M shares |
BBNX 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 | — |
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 | — |
BBNX Net Leverage
BBNX's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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.
BBNX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.0 | Neutral |
| Stochastic | 29.2 | Neutral |
BBNX's weekly RSI is 49 (neutral) and its Stochastic is 29 (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).
BBNX PE vs Healthcare Sector
BBNX 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.
BBNX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $17.8 | 7.4% below |
| 20 week MA | $17.6 | 6.3% below |
| 50 week MA | $16.4 | 0.5% above |
OSCR has stronger trend alignment. BBNX is above 1 of 3 weekly averages versus OSCR above 5 of 5.
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 is in an uptrend: it's above all five of its weekly moving averages, and 106% above its 200-week average.
BBNX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $23.8 | $31.9 | +34% |
| 2026 YTD | $31.9 | $16.5 | -48% |
BBNX has finished every year since 2025 higher, and it's down 48% 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 BBNX on returns for 2026, with the stronger performance.