INFU
InfuSystem Holdings, Inc.
INFU has the 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.
INFU Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
INFU's profitability, cash flow and balance sheet are currently healthy, 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.
INFU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 25x | $14.79 | — |
| Cheap | 28x | $12.19 | -18% |
| Current | 34x | $14.79 | — |
| Fair | 50x | $21.97 | +49% |
| Expensive | 333x | $146 | +890% |
Historical ranges are pointers, not guarantees.
INFU's PE is in its cheap range at 34x. If earnings grow as analysts expect, today's price would be 25x 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 INFU in the historical PE scenario, which offers more potential upside but is not a forecast.
INFU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect INFU'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 INFU on the outlook, with more favorable revenue expectations.
INFU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.59 | +34% |
| Q3 2026 | $0.44 | +63% |
| Q2 2026 | $0.40 | +67% |
| Q1 2026 | $0.37 | +147% |
| Q4 2025 | $0.31 | +182% |
| Q3 2025 | $0.27 | +286% |
| Q2 2025 | $0.24 | +1100% |
| Q1 2025 | $0.15 | +1400% |
| Q4 2024 | $0.11 | +175% |
INFU 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.
INFU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $37.6M | +3% |
| Q2 2026 | $36.9M | +2.6% |
| Q1 2026 | $33.7M | -3% |
| Q4 2025 | $36.2M | +7% |
| Q3 2025 | $36.5M | +3.3% |
| Q2 2025 | $36M | +6.8% |
| Q1 2025 | $34.7M | +8.5% |
| Q4 2024 | $33.8M | +6.5% |
INFU's revenue grew through 2024 and has held roughly level since: $38M last quarter, up 3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | +2.2 points |
| Q2 2026 | 11% | +0.8 points |
| Q1 2026 | 4.7% | +2.9 points |
| Q4 2025 | 10% | +2.5 points |
| Q3 2025 | 10% | +1.2 points |
| Q2 2025 | 10% | +5 points |
| Q1 2025 | 1.8% | +4.4 points |
| Q4 2024 | 7.7% | +3.8 points |
INFU 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 INFU 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.
INFU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $10.3M | +22% |
| Q2 2026 | $6.7M | -1.6% |
| Q1 2026 | $813K | -51% |
| Q4 2025 | $7M | -5.5% |
| Q3 2025 | $8.4M | -14% |
| Q2 2025 | $6.8M | +244% |
| Q1 2025 | $1.6M | +746% |
| Q4 2024 | $7.4M | +74% |
INFU generated $25M in free cash flow over the past year, up 2.1% 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 INFU on cash flow, with more consistent year-over-year improvement.
INFU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +152K shares |
| 1 year | +0.6% | +126K shares |
| 3 years | -3% | -647K shares |
| 5 years | +2.4% | +494K shares |
| Available history | +1.1% | +233K shares |
INFU has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $605,000 |
| Q2 2026 | $3.5M |
| Q1 2026 | $809,000 |
| Q4 2025 | $1.3M |
| Q3 2025 | $2.2M |
| Q2 2025 | $3.5M |
| Q1 2025 | $2.9M |
| Q4 2024 | $199,000 |
INFU spent $6M buying back its own shares over the past year, down 28% 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 | — |
INFU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.7x | Very low |
| Q4 2025 | 0.7x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 1.3x | Healthy |
| Q4 2024 | 1.2x | Healthy |
INFU'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 INFU on leverage, with a lower net debt burden relative to earnings.
INFU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 73.2 | Overbought |
| Stochastic | 84.8 | Overbought |
INFU's weekly RSI is 73 (overbought) and its Stochastic is 85 (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).
INFU PE vs Healthcare Sector
| Metric | INFU | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 26x | 30% above |
| PE % | 31 | 29 | 2 pts above |
INFU is trading at 34x earnings, a 30% 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 INFU on valuation relative to its sector.
INFU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.7 | 8.3% above |
| 20 week MA | $12.1 | 22% above |
| 50 week MA | $10.3 | 44% above |
| 100 week MA | $8.93 | 66% above |
| 200 week MA | $8.82 | 68% above |
INFU is in an uptrend: it's above all five of its weekly moving averages, and 68% 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.
INFU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $8.22 | $19.0 | +131% |
| 2021 | $19.0 | $16.9 | -11% |
| 2022 | $16.9 | $8.50 | -50% |
| 2023 | $8.50 | $10.5 | +24% |
| 2024 | $10.5 | $8.14 | -23% |
| 2025 | $8.14 | $8.96 | +10% |
| 2026 YTD | $8.96 | $14.8 | +65% |
INFU's yearly returns have swung widely, from +131% in 2020 to −50% in 2022. It's up 65% 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 INFU on returns for 2026, with the stronger performance.