LUNG
Pulmonx Corporation
LUNG offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
OSCR
Oscar Health, Inc.
OSCR has the edge over LUNG overall, supported by stronger fundamentals and lower modeled downside.
LUNG Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Unavailable |
LUNG's revenue is currently stable, 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.
LUNG PE Valuation
LUNG has no meaningful PE right now: it lost money over the past year.
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.
LUNG Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect LUNG's losses to shrink, with revenue growing.
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.
LUNG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.01 | +$0.40 |
| Q2 2026 | -$1.16 | +$0.27 |
| Q1 2026 | -$1.30 | +$0.14 |
| Q4 2025 | -$1.33 | +$0.11 |
| Q3 2025 | -$1.41 | +$0.06 |
| Q2 2025 | -$1.43 | +$0.07 |
| Q1 2025 | -$1.44 | +$0.10 |
| Q4 2024 | -$1.44 | +$0.16 |
LUNG is still losing money, but far less than before: $1.01 per share over the past year, against $2.32 at its worst in mid-2021.
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 LUNG on earnings quality, reporting a profit while its opponent remains loss making.
LUNG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $22.8M | +6.2% |
| Q2 2026 | $22.8M | -4.6% |
| Q1 2026 | $20.6M | -8.7% |
| Q4 2025 | $22.6M | -4.9% |
| Q3 2025 | $21.5M | +5.5% |
| Q2 2025 | $23.9M | +15% |
| Q1 2025 | $22.5M | +20% |
| Q4 2024 | $23.8M | +23% |
LUNG's revenue grew through 2024 and has held roughly level since: $23M last quarter, up 6.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -33% | +34 points |
| Q2 2026 | -40% | +22 points |
| Q1 2026 | -63% | +1.7 points |
| Q4 2025 | -44% | +13 points |
| Q3 2025 | -67% | +2.4 points |
| Q2 2025 | -62% | +13 points |
| Q1 2025 | -65% | +13 points |
| Q4 2024 | -56% | +16 points |
LUNG's operating margin was −33% last quarter, up 34 points from the same quarter a year ago, near the top of its range since 2019.
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 LUNG 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 has the edge over LUNG on profitability, with a higher operating margin.
LUNG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.2M | +$5.1M |
| Q2 2026 | -$5.2M | -$1.3M |
| Q1 2026 | -$10.1M | +$3.4M |
| Q4 2025 | -$7.1M | -$256K |
| Q3 2025 | -$8.3M | -$593K |
| Q2 2025 | -$4M | +$2.3M |
| Q1 2025 | -$13.5M | -$1.3M |
| Q4 2024 | -$6.8M | +$1.8M |
LUNG has burned cash in almost every quarter: −$26M over the past year, against −$33M 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 LUNG on cash generation, producing positive trailing cash flow while its opponent burns cash.
LUNG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.7% | +708K shares |
| 1 year | +5.5% | +2.2M shares |
| 3 years | +13% | +5.1M shares |
| 5 years | +18% | +6.7M shares |
LUNG has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2022 | $27,000 |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
| Q2 2021 | — |
| Q1 2021 | $26,000 |
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 | — |
LUNG Net Leverage
LUNG'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.
LUNG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.3 | Neutral |
| Stochastic | 76.2 | Neutral |
LUNG's weekly RSI is 64 (neutral) and its Stochastic is 76 (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).
LUNG PE vs Healthcare Sector
LUNG 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.
LUNG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.22 | 35% above |
| 20 week MA | $2.01 | 49% above |
| 50 week MA | $1.79 | 68% above |
| 100 week MA | $2.87 | 4.5% above |
| 200 week MA | $6.30 | 52% below |
LUNG has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 52% 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 LUNG on trend strength, trading above more of its moving averages.
LUNG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $41.9 | $65.2 | +56% |
| 2021 | $65.2 | $33.0 | -49% |
| 2022 | $33.0 | $7.85 | -76% |
| 2023 | $7.85 | $12.8 | +62% |
| 2024 | $12.8 | $6.70 | -47% |
| 2025 | $6.70 | $2.22 | -67% |
| 2026 YTD | $2.22 | $3.00 | +35% |
LUNG is up 35% so far in 2026, after finishing lower in four of the previous six years.
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 LUNG on returns for 2026, with the stronger performance.