DVA
DaVita Inc.
DVA has lower modeled downside risk, despite its lower overall score.
OSCR
Oscar Health, Inc.
OSCR has a slight edge over DVA overall, supported by stronger fundamentals.
DVA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Under pressure |
DVA's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
DVA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 11x | $174 | — |
| Cheap | 12x | $166 | -4.7% |
| Current | 13x | $174 | — |
| Fair | 15x | $202 | +16% |
| Expensive | 18x | $243 | +40% |
Historical ranges are pointers, not guarantees.
DVA's PE is in its cheap range at 13x. If earnings grow as analysts expect, today's price would be 11x next year's earnings.
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 has the edge over DVA in the historical PE scenario, which offers more potential upside but is not a forecast.
DVA Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect DVA's earnings to grow and its profitability to improve, with its revenue holding steady.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over DVA on the outlook, with more favorable revenue expectations.
DVA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $16.10 | +19% |
| Q3 2026 | $13.51 | +39% |
| Q2 2026 | $12.15 | +20% |
| Q1 2026 | $10.71 | +6.3% |
| Q4 2025 | $9.84 | -8.3% |
| Q3 2025 | $9.70 | +4.4% |
| Q2 2025 | $10.16 | +8% |
| Q1 2025 | $10.08 | +14% |
| Q4 2024 | $10.73 | +45% |
DVA has the edge over OSCR on earnings, with more consistent year-over-year improvement.
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 returned to profit: it earned $2.47 per share over the past year, after losing money the year before.
DVA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.6B | +4.6% |
| Q2 2026 | $3.6B | +5.2% |
| Q1 2026 | $3.4B | +6% |
| Q4 2025 | $3.6B | +9.9% |
| Q3 2025 | $3.4B | +4.8% |
| Q2 2025 | $3.4B | +6.1% |
| Q1 2025 | $3.2B | +5% |
| Q4 2024 | $3.3B | +4.7% |
DVA's revenue has grown year over year for 15 quarters in a row: $3.6B last quarter, up 4.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | -0.8 points |
| Q2 2026 | 16% | +0.4 points |
| Q1 2026 | 14% | +0.5 points |
| Q4 2025 | 16% | -1.7 points |
| Q3 2025 | 15% | -1.6 points |
| Q2 2025 | 16% | 0 points |
| Q1 2025 | 14% | -2.1 points |
| Q4 2024 | 17% | +4.8 points |
DVA 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 DVA on sales, with stronger typical year-over-year growth.
| 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.
DVA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $359.3M | -47% |
| Q2 2026 | $320.3M | +58% |
| Q1 2026 | $218.8M | +495% |
| Q4 2025 | $395.3M | +4.9% |
| Q3 2025 | $675.4M | +0.6% |
| Q2 2025 | $203.1M | -70% |
| Q1 2025 | $36.8M | +$292.6M |
| Q4 2024 | $377M | +16% |
DVA generated $1.3B in free cash flow over the past year, about the same as 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 usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
DVA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -588K shares |
| 1 year | -11% | -8.3M shares |
| 3 years | -30% | -28.5M shares |
| 5 years | -40% | -44.3M shares |
| Available history | -57% | -88.3M shares |
DVA has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $73M |
| Q2 2026 | $181.5M |
| Q1 2026 | $196.4M |
| Q4 2025 | $274.5M |
| Q3 2025 | $240.1M |
| Q2 2025 | $283.7M |
| Q1 2025 | $510.2M |
| Q4 2024 | $365.4M |
DVA spent $725M buying back its own shares over the past year, down 48% from the year before.
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 | — |
DVA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.6x | Elevated |
| Q2 2026 | 3.6x | Elevated |
| Q1 2026 | 3.6x | Elevated |
| Q4 2025 | 3.5x | Elevated |
| Q3 2025 | 3.5x | Elevated |
| Q2 2025 | 3.4x | Elevated |
| Q1 2025 | 3.4x | Elevated |
| Q4 2024 | 3.1x | Elevated |
DVA's net debt is about 3.6 years of its operating earnings (EBITDA), up from 3.5 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 the edge over DVA on leverage, with a lower net debt burden relative to earnings.
DVA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.2 | Neutral |
| Stochastic | 19.8 | Oversold |
DVA's weekly RSI is 44 (neutral) and its Stochastic is 20 (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).
DVA PE vs Healthcare Sector
| Metric | DVA | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 26x | 50% below |
| PE % | 26 | 29 | 3 pts below |
DVA has the edge over OSCR on valuation relative to its sector.
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.
DVA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $182.5 | 4.6% below |
| 20 week MA | $195.4 | 11% below |
| 50 week MA | $169.8 | 2.5% above |
| 100 week MA | $155.7 | 12% above |
| 200 week MA | $136.0 | 28% above |
DVA has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 28% 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 DVA on trend strength, trading above more of its moving averages.
DVA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $74.8 | $115.1 | +54% |
| 2021 | $115.1 | $111.4 | -3.2% |
| 2022 | $111.4 | $73.8 | -34% |
| 2023 | $73.8 | $104.8 | +42% |
| 2024 | $104.8 | $154.3 | +47% |
| 2025 | $154.3 | $114.0 | -26% |
| 2026 YTD | $114.0 | $174.1 | +53% |
DVA is up 53% so far in 2026, after finishing lower in three of the previous six years.
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 DVA on returns for 2026, with the stronger performance.