IRWD
Ironwood Pharmaceuticals, Inc.
IRWD has the edge over OSCR overall, supported by stronger valuation and stronger modeled upside.
OSCR
Oscar Health, Inc.
OSCR has lower modeled downside risk, despite its lower overall score.
IRWD Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Healthy |
IRWD'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.
IRWD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.6x | $4.85 | — |
| Cheap | 4x | $3.62 | -25% |
| Current | 5.4x | $4.85 | — |
| Fair | 12x | $10.94 | +125% |
| Expensive | 24x | $21.19 | +337% |
Historical ranges are pointers, not guarantees.
IRWD's PE is in its cheap range at 5.4x. 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 IRWD in the historical PE scenario, which offers more potential upside but is not a forecast.
IRWD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for IRWD, 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.
IRWD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.37 | +52% |
| Q3 2026 | $0.90 | +500% |
| Q2 2026 | $0.77 | +$0.83 |
| Q1 2026 | $0.60 | +$0.81 |
| Q4 2025 | $0.13 | +$0.14 |
| Q3 2025 | $0.15 | +$0.18 |
| Q2 2025 | -$0.06 | -250% |
| Q1 2025 | -$0.21 | +$6.58 |
| Q4 2024 | -$0.01 | +$6.50 |
IRWD 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.
IRWD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $133M | +9% |
| Q2 2026 | $113M | +33% |
| Q1 2026 | $106.5M | +159% |
| Q4 2025 | $47.7M | -47% |
| Q3 2025 | $122.1M | +33% |
| Q2 2025 | $85.2M | -9.7% |
| Q1 2025 | $41.1M | -45% |
| Q4 2024 | $90.5M | -23% |
IRWD's revenue is growing: $133M last quarter, up 9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 70% | +8.2 points |
| Q2 2026 | 70% | +17 points |
| Q1 2026 | 68% | +139 points |
| Q4 2025 | 14% | -21 points |
| Q3 2025 | 62% | +34 points |
| Q2 2025 | 53% | +27 points |
| Q1 2025 | -71% | -86 points |
| Q4 2024 | 35% | +2.8 points |
IRWD 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 IRWD 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.
IRWD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q4 2025 | $74.6M | +390% |
| Q3 2025 | $47.6M | +382% |
| Q2 2025 | -$15.1M | -145% |
| Q1 2025 | $19.9M | -56% |
| Q4 2024 | $15.2M | -57% |
| Q3 2024 | $9.9M | -70% |
| Q2 2024 | $33.4M | -4.5% |
| Q1 2024 | $44.9M | -44% |
OSCR has the stronger cash trend. Its trailing FCF is up 545% versus its history, compared with IRWD at down 24%.
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.
IRWD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +998K shares |
| 1 year | -5.4% | -9.6M shares |
| 3 years | -10% | -18.7M shares |
| 5 years | +1.8% | +2.9M shares |
| Available history | +7.8% | +12.2M shares |
IRWD has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2022 | — |
| Q3 2022 | — |
| Q1 2022 | $92.5M |
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 | — |
IRWD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.9x | Very low |
| Q2 2026 | 1.3x | Healthy |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 1.7x | Healthy |
| Q3 2025 | 0.5x | Very low |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.7x | Healthy |
| Q4 2024 | 3.1x | Elevated |
IRWD'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 IRWD on leverage, with a lower net debt burden relative to earnings.
IRWD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.6 | Neutral |
| Stochastic | 61.2 | Neutral |
IRWD's weekly RSI is 62 (neutral) and its Stochastic is 61 (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).
IRWD PE vs Healthcare Sector
| Metric | IRWD | Sector median | Relative |
|---|---|---|---|
| PE | 5.4x | 26x | 79% below |
| PE % | 25 | 29 | 4 pts below |
IRWD 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.
IRWD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.91 | 24% above |
| 20 week MA | $4.08 | 19% above |
| 50 week MA | $3.95 | 23% above |
| 100 week MA | $2.81 | 73% above |
| 200 week MA | $5.79 | 16% below |
IRWD has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 16% 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 IRWD on trend strength, trading above more of its moving averages.
IRWD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.5 | $11.7 | -13% |
| 2021 | $11.7 | $11.9 | +1.3% |
| 2022 | $11.9 | $12.4 | +4.3% |
| 2023 | $12.4 | $11.4 | -7.6% |
| 2024 | $11.4 | $4.45 | -61% |
| 2025 | $4.45 | $3.20 | -28% |
| 2026 YTD | $3.20 | $4.85 | +52% |
IRWD has finished three years in a row lower, and it's up 52% 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 IRWD on returns for 2026, with the stronger performance.