HSTM
HealthStream, Inc.
HSTM's fundamentals are strong and it looks cheap: trading at 40x earnings, below its usual 50x. Analysts expect strong earnings growth, though they disagree widely on how much.
OSCR
Oscar Health, Inc.
OSCR's fundamentals are strong: revenue grew 55% and its operating margin went from −1.9% to 5.4%. Its PE isn't a useful guide right now because of how its recent earnings were reported.
HSTM Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
HSTM'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.
HSTM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 38x | $28.29 | — |
| Cheap | 40x | $27.80 | -1.7% |
| Current | 40x | $28.29 | — |
| Fair | 50x | $35.27 | +25% |
| Expensive | 97x | $67.62 | +139% |
Historical ranges are pointers, not guarantees.
HSTM's PE is in its cheap range at 40x. If earnings grow as analysts expect, today's price would be 38x 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 HSTM in the historical PE scenario, which offers more potential upside but is not a forecast.
HSTM Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for HSTM, with profitability improving. 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.
HSTM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.74 | +6.3% |
| Q3 2026 | $0.70 | +2.9% |
| Q2 2026 | $0.72 | +7.5% |
| Q1 2026 | $0.67 | +6.3% |
| Q4 2025 | $0.61 | -7.6% |
| Q3 2025 | $0.68 | +4.6% |
| Q2 2025 | $0.67 | +14% |
| Q1 2025 | $0.63 | +8.6% |
| Q4 2024 | $0.66 | +32% |
HSTM 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.
HSTM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $83.3M | +8.9% |
| Q2 2026 | $83.7M | +13% |
| Q1 2026 | $81.2M | +11% |
| Q4 2025 | $79.7M | +7.4% |
| Q3 2025 | $76.5M | +4.6% |
| Q2 2025 | $74.4M | +4% |
| Q1 2025 | $73.5M | +1% |
| Q4 2024 | $74.2M | +5.2% |
HSTM's revenue has grown year over year for 23 quarters in a row: $83M last quarter, up 8.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.9% | -2 points |
| Q2 2026 | 9.9% | +2 points |
| Q1 2026 | 9.3% | +3.3 points |
| Q4 2025 | 3% | -3.3 points |
| Q3 2025 | 9.9% | +1 points |
| Q2 2025 | 7.9% | +1.8 points |
| Q1 2025 | 6% | -1.9 points |
| Q4 2024 | 6.3% | +0.3 points |
HSTM 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 HSTM 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.
HSTM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $17.1M | -4.8% |
| Q2 2026 | $12.5M | +363% |
| Q1 2026 | $26.4M | +1.4% |
| Q4 2025 | $13M | +19% |
| Q3 2025 | $17.9M | -4.8% |
| Q2 2025 | $2.7M | -57% |
| Q1 2025 | $26M | +29% |
| Q4 2024 | $11M | -19% |
HSTM's free cash flow has been positive every quarter for seven years: $69M over the past year, up 20% 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 HSTM on cash flow, with more consistent year-over-year improvement.
HSTM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.2% | +342K shares |
| 1 year | -0.5% | -155K shares |
| 3 years | -3.6% | -1.1M shares |
| 5 years | -6.4% | -2M shares |
| Available history | -8.5% | -2.8M shares |
HSTM has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $2.6M |
| Q1 2026 | $6.7M |
| Q4 2025 | $5M |
| Q3 2025 | $6.9M |
| Q4 2024 | — |
| Q4 2023 | $7.3M |
| Q3 2023 | $1.6M |
HSTM spent $14M buying back its own shares over the past year.
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 | — |
HSTM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.9x | Net Cash |
| Q2 2026 | -0.7x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
| Q4 2025 | -0.6x | Net Cash |
| Q3 2025 | -0.8x | Net Cash |
| Q2 2025 | -0.8x | Net Cash |
| Q1 2025 | -1.3x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
HSTM 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 the edge over HSTM on leverage, with a lower net debt burden relative to earnings.
HSTM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.3 | Neutral |
| Stochastic | 34.3 | Neutral |
HSTM's weekly RSI is 48 (neutral) and its Stochastic is 34 (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).
HSTM PE vs Healthcare Sector
| Metric | HSTM | Sector median | Relative |
|---|---|---|---|
| PE | 40x | 26x | 56% above |
| PE % | 19 | 29 | 10 pts below |
HSTM is trading at 40x earnings, a 56% 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 HSTM on valuation relative to its sector.
HSTM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.5 | 10% below |
| 20 week MA | $29.8 | 5% below |
| 50 week MA | $25.4 | 11% above |
| 100 week MA | $27.3 | 3.7% above |
| 200 week MA | $26.7 | 5.9% above |
HSTM has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 5.9% 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 HSTM on trend strength, trading above more of its moving averages.
HSTM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $27.6 | $21.7 | -21% |
| 2021 | $21.7 | $26.1 | +20% |
| 2022 | $26.1 | $24.6 | -5.9% |
| 2023 | $24.6 | $27.0 | +9.9% |
| 2024 | $27.0 | $31.8 | +17% |
| 2025 | $31.8 | $23.6 | -26% |
| 2026 YTD | $23.6 | $28.3 | +20% |
HSTM 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 HSTM on returns for 2026, with the stronger performance.