DXCM
DexCom, Inc.
DXCM has the edge over OSCR overall, supported by stronger valuation and lower modeled downside.
OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
DXCM Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
DXCM's revenue, profitability, cash flow and balance sheet are all currently healthy.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
DXCM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 28x | $81.39 | — |
| Current | 32x | $81.39 | — |
| Cheap | 42x | $107 | +31% |
| Fair | 97x | $248 | +204% |
| Expensive | 192x | $487 | +498% |
Historical ranges are pointers, not guarantees.
DXCM's PE is in its cheap range at 32x. If earnings grow as analysts expect, today's price would be 28x 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 DXCM in the historical PE scenario, which offers more potential upside but is not a forecast.
DXCM Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for DXCM, with profitability improving.
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.
DXCM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.94 | +16% |
| Q3 2026 | $2.54 | +42% |
| Q2 2026 | $2.52 | +76% |
| Q1 2026 | $2.33 | +75% |
| Q4 2025 | $2.09 | +47% |
| Q3 2025 | $1.79 | +7.8% |
| Q2 2025 | $1.43 | -11% |
| Q1 2025 | $1.33 | -14% |
| Q4 2024 | $1.42 | +9.2% |
DXCM 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.
DXCM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +11% |
| Q2 2026 | $1.3B | +13% |
| Q1 2026 | $1.2B | +15% |
| Q4 2025 | $1.3B | +13% |
| Q3 2025 | $1.2B | +22% |
| Q2 2025 | $1.2B | +15% |
| Q1 2025 | $1B | +12% |
| Q4 2024 | $1.1B | +7.6% |
DXCM's revenue has grown year over year every quarter since late 2020: $1.3B last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +4.3 points |
| Q2 2026 | 24% | +6 points |
| Q1 2026 | 21% | +8.5 points |
| Q4 2025 | 26% | +8.7 points |
| Q3 2025 | 20% | +4.8 points |
| Q2 2025 | 18% | +2.6 points |
| Q1 2025 | 13% | +1.9 points |
| Q4 2024 | 17% | -4 points |
DXCM 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 DXCM 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.
DXCM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $272.7M | -53% |
| Q2 2026 | $184.5M | -12% |
| Q1 2026 | $449M | +364% |
| Q4 2025 | $192.1M | +8.7% |
| Q3 2025 | $579.4M | +556% |
| Q2 2025 | $208.9M | -2.1% |
| Q1 2025 | $96.8M | -36% |
| Q4 2024 | $176.8M | +118% |
DXCM generated $1.1B in free cash flow over the past year, up 3.4% from 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 DXCM on cash flow, with more consistent year-over-year improvement.
DXCM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -6.6M shares |
| 1 year | -5.9% | -23.9M shares |
| 3 years | -10% | -43.3M shares |
| 5 years | -4.6% | -18.5M shares |
| Available history | +3.9% | +14.3M shares |
DXCM has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $400M |
| Q4 2025 | $312.8M |
| Q4 2024 | — |
| Q3 2024 | $750M |
| Q4 2023 | $500M |
| Q3 2023 | — |
| Q4 2022 | — |
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 | — |
DXCM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.2x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | 0.3x | Very low |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.8x | Healthy |
| Q4 2024 | 2.2x | Moderate |
DXCM's net debt is less than a year of its operating earnings (EBITDA).
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 DXCM on leverage, with a lower net debt burden relative to earnings.
DXCM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.7 | Neutral |
| Stochastic | 32.8 | Neutral |
DXCM's weekly RSI is 52 (neutral) and its Stochastic is 33 (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).
DXCM PE vs Healthcare Sector
| Metric | DXCM | Sector median | Relative |
|---|---|---|---|
| PE | 32x | 26x | 24% above |
| PE % | 6 | 29 | 23 pts below |
DXCM is trading at 32x earnings, a 24% premium to the Healthcare sector's median of 26x.
OSCR PE vs Healthcare Sector
| Metric | OSCR | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 26x | 50% below |
| PE % | 3 | 35 | 32 pts below |
OSCR has the edge over DXCM on valuation relative to its sector.
DXCM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $82.9 | 1.8% below |
| 20 week MA | $83.0 | 1.9% below |
| 50 week MA | $73.9 | 10% above |
| 100 week MA | $75.3 | 8.1% above |
| 200 week MA | $91.3 | 11% below |
DXCM's trend is mixed: it's above two of its five weekly moving averages, and 11% 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 DXCM on trend strength, trading above more of its moving averages.
DXCM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.5 | $88.8 | +63% |
| 2021 | $88.8 | $143.0 | +61% |
| 2022 | $143.0 | $111.4 | -22% |
| 2023 | $111.4 | $124.1 | +11% |
| 2024 | $124.1 | $80.2 | -35% |
| 2025 | $80.2 | $67.6 | -16% |
| 2026 YTD | $67.6 | $81.4 | +20% |
DXCM has finished lower in three of the last six years. It's up 20% 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 DXCM on returns for 2026, with the stronger performance.