IDXX
IDEXX Laboratories, Inc.
IDXX has a slight edge over OSCR overall, supported by lower modeled downside and stronger valuation.
OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
IDXX Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
IDXX's profitability, cash flow and balance sheet are currently strong, and its revenue is stable.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
IDXX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 43x | $634 | -9.1% |
| Forward | 43x | $698 | — |
| Current | 47x | $698 | — |
| Fair | 53x | $793 | +14% |
| Expensive | 72x | $1,066 | +53% |
Historical ranges are pointers, not guarantees.
IDXX's PE is in its cheap range at 47x. If earnings grow as analysts expect, today's price would be 43x 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 IDXX in the historical PE scenario, which offers more potential upside but is not a forecast.
IDXX Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for IDXX, 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.
IDXX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $16.28 | +9.7% |
| Q3 2026 | $14.84 | +18% |
| Q2 2026 | $14.23 | +18% |
| Q1 2026 | $13.59 | +26% |
| Q4 2025 | $13.08 | +23% |
| Q3 2025 | $12.61 | +22% |
| Q2 2025 | $12.01 | +19% |
| Q1 2025 | $10.82 | +4.8% |
| Q4 2024 | $10.67 | +6.1% |
IDXX 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.
IDXX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +9.9% |
| Q2 2026 | $1.2B | +9.7% |
| Q1 2026 | $1.1B | +14% |
| Q4 2025 | $1.1B | +14% |
| Q3 2025 | $1.1B | +13% |
| Q2 2025 | $1.1B | +11% |
| Q1 2025 | $998.4M | +3.6% |
| Q4 2024 | $954.3M | +5.8% |
IDXX's revenue has grown year over year every quarter since late 2020: $1.2B last quarter, up 9.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 33% | +1 points |
| Q2 2026 | 35% | +1.4 points |
| Q1 2026 | 32% | +0.1 points |
| Q4 2025 | 29% | +1.5 points |
| Q3 2025 | 32% | +1 points |
| Q2 2025 | 34% | +7.3 points |
| Q1 2025 | 32% | +0.7 points |
| Q4 2024 | 27% | +0.2 points |
IDXX 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 IDXX 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.
IDXX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $420.8M | +13% |
| Q2 2026 | $322.5M | +113% |
| Q1 2026 | $234.3M | +13% |
| Q4 2025 | $326.3M | +40% |
| Q3 2025 | $371.2M | +93% |
| Q2 2025 | $151.6M | -29% |
| Q1 2025 | $207.9M | +24% |
| Q4 2024 | $232.8M | +7.1% |
IDXX has the edge over OSCR on cash flow, with more consistent year-over-year improvement.
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.
IDXX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -263K shares |
| 1 year | -2% | -1.6M shares |
| 3 years | -5.9% | -4.9M shares |
| 5 years | -8.6% | -7.5M shares |
| Available history | -9.7% | -8.5M shares |
IDXX has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $112.2M |
| Q2 2026 | $346.8M |
| Q1 2026 | $351M |
| Q4 2025 | $237.8M |
| Q3 2025 | $240.2M |
| Q2 2025 | $338.1M |
| Q1 2025 | $400.9M |
| Q4 2024 | $246M |
IDXX spent $1B buying back its own shares over the past year, down 14% 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 | — |
IDXX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.2x | Very low |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.4x | Very low |
| Q4 2024 | 0.3x | Very low |
IDXX'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 IDXX on leverage, with a lower net debt burden relative to earnings.
IDXX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 72.3 | Overbought |
| Stochastic | 72.0 | Neutral |
IDXX's weekly RSI is 72 (overbought) and its Stochastic is 72 (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).
IDXX PE vs Healthcare Sector
| Metric | IDXX | Sector median | Relative |
|---|---|---|---|
| PE | 47x | 26x | 82% above |
| PE % | 28 | 29 | 1 pt below |
IDXX is trading at 47x earnings, a 82% 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 IDXX on valuation relative to its sector.
IDXX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $575.2 | 21% above |
| 20 week MA | $559.8 | 25% above |
| 50 week MA | $593.1 | 18% above |
| 100 week MA | $562.0 | 24% above |
| 200 week MA | $525.7 | 33% above |
IDXX is in an uptrend: it's above all five of its weekly moving averages, and 33% 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 is in an uptrend: it's above all five of its weekly moving averages, and 106% above its 200-week average.
IDXX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $264.0 | $497.1 | +88% |
| 2021 | $497.1 | $645.0 | +30% |
| 2022 | $645.0 | $410.6 | -36% |
| 2023 | $410.6 | $555.1 | +35% |
| 2024 | $555.1 | $414.9 | -25% |
| 2025 | $414.9 | $688.5 | +66% |
| 2026 YTD | $688.5 | $698.0 | +1.4% |
IDXX has finished higher in four of the last six years, two of them by more than 50%. It's up 1.4% 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 IDXX on returns for 2026, with the stronger performance.