IRTC
iRhythm Technologies, Inc.
IRTC has lower modeled downside risk, despite its lower overall score.
OSCR
Oscar Health, Inc.
OSCR has the edge over IRTC overall, supported by stronger fundamentals and stronger modeled upside.
IRTC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
IRTC's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
IRTC PE Valuation
IRTC has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 100x 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's PE is 13x, but its earnings don't support one, so it isn't a reliable read right now.
IRTC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect IRTC to return to profit, with revenue growing. 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.
IRTC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.94 | — |
| Q3 2026 | -$1.16 | +$0.44 |
| Q2 2026 | -$0.42 | +$2.50 |
| Q1 2026 | -$0.85 | +$2.28 |
| Q4 2025 | -$1.39 | +$2.24 |
| Q3 2025 | -$1.60 | +$3.25 |
| Q2 2025 | -$2.92 | +$1.34 |
| Q1 2025 | -$3.13 | +$1.09 |
| Q4 2024 | -$3.63 | +$0.41 |
IRTC is still losing money, but far less than before: $1.16 per share over the past year, against $4.85 at its worst in late 2024.
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 the edge over IRTC on earnings quality, reporting a profit while its opponent remains loss making.
IRTC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $221.6M | +15% |
| Q2 2026 | $224.2M | +20% |
| Q1 2026 | $199.4M | +26% |
| Q4 2025 | $208.9M | +27% |
| Q3 2025 | $192.9M | +31% |
| Q2 2025 | $186.7M | +26% |
| Q1 2025 | $158.7M | +20% |
| Q4 2024 | $164.3M | +24% |
IRTC's revenue has grown year over year every quarter since late 2020: $222M last quarter, up 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -15% | -10 points |
| Q2 2026 | -1.1% | +8.9 points |
| Q1 2026 | -8.1% | +12 points |
| Q4 2025 | 1.1% | +3.6 points |
| Q3 2025 | -4.4% | +30 points |
| Q2 2025 | -10% | +5.5 points |
| Q1 2025 | -21% | +8.4 points |
| Q4 2024 | -2.5% | +27 points |
IRTC's operating margin was −15% last quarter, down 10 points from the same quarter a year ago.
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 IRTC 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 has the edge over IRTC on profitability, with a higher operating margin.
IRTC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$11.5M | -158% |
| Q2 2026 | $37.5M | +117% |
| Q1 2026 | -$33.1M | -$15.8M |
| Q4 2025 | $14.5M | +17% |
| Q3 2025 | $20.1M | +29% |
| Q2 2025 | $17.3M | +416% |
| Q1 2025 | -$17.3M | +$44.5M |
| Q4 2024 | $12.4M | +$41.9M |
IRTC has burned cash in most quarters: $7M over the past year, down 77% 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 usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
IRTC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +204K shares |
| 1 year | +2.9% | +929K shares |
| 3 years | +8.1% | +2.5M shares |
| 5 years | +13% | +3.7M shares |
| Available history | +31% | +7.8M shares |
IRTC has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $25M |
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 | — |
IRTC Net Leverage
IRTC's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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 more cash than debt.
IRTC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.6 | Neutral |
| Stochastic | 29.9 | Neutral |
IRTC's weekly RSI is 38 (neutral) and its Stochastic is 30 (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).
IRTC PE vs Healthcare Sector
IRTC has no meaningful PE right now: it lost money over the past year.
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.
IRTC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $108.1 | 13% below |
| 20 week MA | $114.6 | 18% below |
| 50 week MA | $127.7 | 27% below |
| 100 week MA | $133.3 | 30% below |
| 200 week MA | $116.0 | 19% below |
IRTC is in a downtrend: it's below all five of its weekly moving averages, and 19% 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 IRTC on trend strength, trading above more of its moving averages.
IRTC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $66.1 | $242.1 | +266% |
| 2021 | $242.1 | $118.8 | -51% |
| 2022 | $118.8 | $95.2 | -20% |
| 2023 | $95.2 | $107.0 | +12% |
| 2024 | $107.0 | $88.8 | -17% |
| 2025 | $88.8 | $176.6 | +99% |
| 2026 YTD | $176.6 | $93.6 | -47% |
IRTC's yearly returns have swung widely, from +266% in 2020 to −51% in 2021. It's down 47% 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 IRTC on returns for 2026, with the stronger performance.