NRIX
Nurix Therapeutics, Inc.
NRIX offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
OSCR
Oscar Health, Inc.
OSCR has a slight edge over NRIX overall, supported by lower modeled downside.
NRIX Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NRIX's revenue, profitability, cash flow and balance sheet are all currently strong.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
NRIX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.7x | $15.49 | -0.7% |
| Current | 6.8x | $15.60 | — |
| Fair | 11x | $24.25 | +55% |
| Expensive | 11x | $25.81 | +65% |
Historical ranges are pointers, not guarantees.
NRIX has the edge over OSCR in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
NRIX Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect NRIX's losses to shrink, 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.
NRIX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $2.30 | +$5.26 |
| Q2 2026 | -$3.46 | -$0.86 |
| Q1 2026 | -$3.17 | -$0.38 |
| Q4 2025 | -$3.05 | -$0.17 |
| Q3 2025 | -$2.96 | -$0.05 |
| Q2 2025 | -$2.60 | +$0.32 |
| Q1 2025 | -$2.79 | -$0.13 |
| Q4 2024 | -$2.88 | -$0.23 |
NRIX has returned to profit: it earned $2.30 per share over the past year, after losing money the year before.
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 NRIX on earnings, with more consistent year-over-year improvement.
NRIX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $673.1M | +8426% |
| Q2 2026 | $9M | -79% |
| Q1 2026 | $6.3M | -66% |
| Q4 2025 | $13.6M | +2.2% |
| Q3 2025 | $7.9M | -37% |
| Q2 2025 | $44.1M | +264% |
| Q1 2025 | $18.5M | +11% |
| Q4 2024 | $13.3M | -12% |
NRIX's revenue is growing: $673M last quarter, up 8426% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 83% | +1241 points |
| Q2 2026 | -1042% | -932 points |
| Q1 2026 | -1479% | -1139 points |
| Q4 2025 | -612% | -125 points |
| Q3 2025 | -1158% | -724 points |
| Q2 2025 | -110% | +292 points |
| Q1 2025 | -341% | -68 points |
| Q4 2024 | -487% | -188 points |
NRIX 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 NRIX 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.
NRIX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $614.2M | +$674.3M |
| Q2 2026 | -$98.5M | -$32.7M |
| Q1 2026 | -$73M | -$8.4M |
| Q4 2025 | -$73M | -$22.1M |
| Q3 2025 | -$60.1M | -$15.6M |
| Q2 2025 | -$65.8M | -$24.2M |
| Q1 2025 | -$64.6M | -$19.7M |
| Q4 2024 | -$50.9M | -311% |
NRIX's free cash flow has turned positive after six years mostly in the red: $370M over the past year.
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 NRIX on cash flow, with more consistent year-over-year improvement.
NRIX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4.6% | +5.1M shares |
| 1 year | +38% | +32M shares |
| 3 years | +114% | +61.8M shares |
| 5 years | +162% | +71.8M shares |
| Available history | +459% | +95.4M shares |
NRIX has 116M diluted shares, up 38% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2020 | — |
| Q1 2020 | $1,000 |
| Q4 2019 | — |
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 the edge over NRIX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
NRIX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
NRIX has more cash than debt.
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 NRIX on leverage, with a lower net debt burden relative to earnings.
NRIX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.3 | Neutral |
| Stochastic | 29.8 | Neutral |
NRIX's weekly RSI is 36 (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).
NRIX PE vs Healthcare 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.
NRIX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.0 | 29% below |
| 20 week MA | $23.7 | 34% below |
| 50 week MA | $19.7 | 21% below |
| 100 week MA | $16.3 | 4.4% below |
| 200 week MA | $14.9 | 4.5% above |
NRIX has fallen below most of its moving averages, though it's still 4.5% 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 has the edge over NRIX on trend strength, trading above more of its moving averages.
NRIX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $19.0 | $43.8 | +131% |
| 2021 | $43.8 | $30.5 | -30% |
| 2022 | $30.5 | $10.4 | -66% |
| 2023 | $10.4 | $10.3 | -0.6% |
| 2024 | $10.3 | $19.1 | +85% |
| 2025 | $19.1 | $19.3 | +1% |
| 2026 YTD | $19.3 | $15.6 | -19% |
NRIX's yearly returns have swung widely, from +131% in 2020 to −66% in 2022. It's down 19% 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 NRIX on returns for 2026, with the stronger performance.