EMBC
Embecta Corp.
EMBC offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
OSCR
Oscar Health, Inc.
OSCR has the edge over EMBC overall, supported by stronger fundamentals and stronger modeled upside.
EMBC Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Healthy | |
| Strong | |
| Weak |
EMBC's profitability and cash flow are currently healthy, but its revenue and balance sheet are under pressure.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
EMBC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.6x | $6.43 | — |
| Cheap | 4.2x | $6.18 | -3.9% |
| Current | 4.4x | $6.43 | — |
| Fair | 11x | $16.52 | +157% |
| Expensive | 15x | $22.04 | +243% |
Historical ranges are pointers, not guarantees.
EMBC's PE is in its cheap range at 4.4x. If earnings grow as analysts expect, today's price would be 3.6x 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 EMBC in the historical PE scenario, which offers more potential upside but is not a forecast.
EMBC Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Stable | |
| Limited | |
| Low |
Analysts expect EMBC's earnings to grow, with its revenue and profitability 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 EMBC on the outlook, with more favorable revenue and profitability expectations.
EMBC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.81 | +23% |
| Q2 2026 | $1.47 | +3.5% |
| Q1 2026 | $1.89 | +112% |
| Q4 2025 | $2.36 | +138% |
| Q3 2025 | $1.62 | +21% |
| Q2 2025 | $1.42 | +17% |
| Q1 2025 | $0.89 | -27% |
| Q4 2024 | $0.99 | +3.1% |
| Q3 2024 | $1.34 | +9.8% |
EMBC 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.
EMBC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $271.7M | -8.1% |
| Q1 2026 | $221.8M | -14% |
| Q4 2025 | $261.2M | -0.3% |
| Q3 2025 | $264M | -7.7% |
| Q2 2025 | $295.5M | +8.4% |
| Q1 2025 | $259M | -9.8% |
| Q4 2024 | $261.9M | -5.6% |
| Q3 2024 | $286.1M | +1.5% |
EMBC's revenue is shrinking: $272M last quarter, down 8.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 18% | -14 points |
| Q1 2026 | 16% | -8.5 points |
| Q4 2025 | 32% | +21 points |
| Q3 2025 | 21% | +12 points |
| Q2 2025 | 32% | +11 points |
| Q1 2025 | 24% | +11 points |
| Q4 2024 | 11% | -5.4 points |
| Q3 2024 | 9.2% | 0 points |
EMBC 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 EMBC 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's operating margin was 3.5% last quarter, up 7.8 points from the same quarter a year ago.
EMBC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $40.7M | -50% |
| Q1 2026 | $30.6M | -3.5% |
| Q4 2025 | $16.6M | +$23.4M |
| Q3 2025 | $76.7M | +188% |
| Q2 2025 | $80.8M | +$92.6M |
| Q1 2025 | $31.7M | +52% |
| Q4 2024 | -$6.8M | +$9M |
| Q3 2024 | $26.6M | +30% |
EMBC still generates free cash flow, though less than at its 2022 peak: $165M 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 usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
EMBC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.3% | -787K shares |
| 1 year | 0% | +17K shares |
| 3 years | +1.6% | +930K shares |
| 5 years | +2.7% | +1.5M shares |
EMBC has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2021 | — |
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | — |
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 | — |
EMBC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 4.6x | High |
| Q1 2026 | 3.7x | Elevated |
| Q4 2025 | 3.4x | Elevated |
| Q3 2025 | 4.2x | High |
| Q2 2025 | 5.0x | High |
| Q1 2025 | 6.2x | High |
| Q4 2024 | 7.1x | High |
| Q3 2024 | 6.4x | High |
EMBC's net debt is about 4.6 years of its operating earnings (EBITDA), down from 5.0 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 EMBC on leverage, with a lower net debt burden relative to earnings.
EMBC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.7 | Neutral |
| Stochastic | 81.2 | Overbought |
EMBC's weekly RSI is 55 (neutral) and its Stochastic is 81 (overbought).
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).
EMBC PE vs Healthcare Sector
| Metric | EMBC | Sector median | Relative |
|---|---|---|---|
| PE | 4.4x | 26x | 83% below |
| PE % | 19 | 43 | 24 pts below |
EMBC 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.
EMBC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $6.14 | 4.7% above |
| 20 week MA | $5.08 | 27% above |
| 50 week MA | $7.14 | 9.9% below |
| 100 week MA | $10.4 | 38% below |
| 200 week MA | $14.4 | 55% below |
EMBC has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 55% 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 EMBC on trend strength, trading above more of its moving averages.
EMBC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2022 | $43.0 | $27.5 | -36% |
| 2023 | $27.5 | $18.9 | -31% |
| 2024 | $18.9 | $20.7 | +9.4% |
| 2025 | $20.7 | $12.0 | -42% |
| 2026 YTD | $12.0 | $6.43 | -46% |
EMBC has finished lower in three of the last four years. It's down 46% 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 EMBC on returns for 2026, with the stronger performance.