OGN
Organon & Co.
OGN has slightly lower modeled downside risk, despite its lower overall score.
OSCR
Oscar Health, Inc.
OSCR has the edge over OGN overall, supported by stronger fundamentals and stronger valuation.
OGN Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Weak |
OGN's revenue, profitability and cash flow are currently stable, but its balance sheet is weak.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
OGN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 3.7x | $2.88 | -79% |
| Forward | 4x | $13.90 | — |
| Fair | 5.6x | $4.34 | -69% |
| Expensive | 7.6x | $5.86 | -58% |
| Current | 18x | $13.90 | — |
Historical ranges are pointers, not guarantees.
OGN's PE is in its expensive range at 18x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 4.0x, in its cheap range.
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 OGN in the historical PE scenario, which offers more potential upside but is not a forecast.
OGN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect OGN's profitability to improve, with its earnings and revenue holding steady.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over OGN on the outlook, with more favorable earnings and revenue expectations.
OGN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.49 | +353% |
| Q3 2026 | $0.77 | -60% |
| Q2 2026 | $0.78 | -71% |
| Q1 2026 | $0.94 | -67% |
| Q4 2025 | $0.72 | -78% |
| Q3 2025 | $1.92 | -62% |
| Q2 2025 | $2.69 | -31% |
| Q1 2025 | $2.88 | -29% |
| Q4 2024 | $3.33 | -17% |
OGN's earnings per share have fallen from their peak: $0.77 over the past year, against $8.53 in late 2020. Its recent earnings include one-off gains.
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 OGN on earnings, with more consistent year-over-year improvement.
OGN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | -1.7% |
| Q2 2026 | $1.6B | -2.3% |
| Q1 2026 | $1.5B | -3.5% |
| Q4 2025 | $1.5B | -5.3% |
| Q3 2025 | $1.6B | +1.3% |
| Q2 2025 | $1.6B | -0.8% |
| Q1 2025 | $1.5B | -6.7% |
| Q4 2024 | $1.6B | -0.4% |
OGN's revenue has held roughly level: $1.6B last quarter, down 1.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | +1 points |
| Q2 2026 | 12% | -2.6 points |
| Q1 2026 | 15% | +7.9 points |
| Q4 2025 | -9.8% | -18 points |
| Q3 2025 | 15% | +2.1 points |
| Q2 2025 | 14% | -0.3 points |
| Q1 2025 | 6.7% | -7.9 points |
| Q4 2024 | 8.1% | +1.6 points |
OGN 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 OGN 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.
OGN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $326M | +50% |
| Q2 2026 | $65M | -64% |
| Q1 2026 | $188M | +337% |
| Q4 2025 | $96M | -71% |
| Q3 2025 | $218M | +120% |
| Q2 2025 | $181M | -40% |
| Q1 2025 | $43M | +43% |
| Q4 2024 | $335M | +5.3% |
OGN still generates free cash flow, though less than at its 2021 peak: $675M 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 OGN on cash flow, with more consistent year-over-year improvement.
OGN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +1.9M shares |
| 1 year | +4.5% | +11.7M shares |
| 3 years | +6.3% | +16M shares |
| 5 years | +7.2% | +18.2M shares |
| Available history | +7.6% | +19.3M shares |
OGN has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
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 | — |
OGN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 10.8x | High |
| Q2 2026 | 11.4x | High |
| Q1 2026 | 10.7x | High |
| Q4 2025 | 13.9x | High |
| Q3 2025 | 9.6x | High |
| Q2 2025 | 10.3x | High |
| Q1 2025 | 10.4x | High |
| Q4 2024 | 8.7x | High |
OGN's net debt is about 11 years of its operating earnings (EBITDA), up from 9.6 years a year ago.
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 OGN on leverage, with a lower net debt burden relative to earnings.
OGN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 71.9 | Overbought |
| Stochastic | 99.0 | Overbought |
OGN's weekly RSI is 72 (overbought) and its Stochastic is 99 (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).
OGN PE vs Healthcare Sector
| Metric | OGN | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 26x | 30% below |
| PE % | 100 | 37 | 63 pts above |
OGN is trading at 18x earnings, a 30% discount to the Healthcare sector's median of 26x, though its recent earnings include one-off gains.
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 OGN on valuation relative to its sector.
OGN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.8 | 0.7% above |
| 20 week MA | $13.7 | 1.5% above |
| 50 week MA | $11.1 | 25% above |
| 100 week MA | $11.2 | 24% above |
| 200 week MA | $15.4 | 9.4% below |
OGN has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 9.4% 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 OGN on trend strength, trading above more of its moving averages.
OGN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $33.3 | $30.2 | -9.1% |
| 2022 | $30.2 | $27.9 | -7.6% |
| 2023 | $27.9 | $14.4 | -48% |
| 2024 | $14.4 | $15.1 | +4.4% |
| 2025 | $15.1 | $7.18 | -52% |
| 2026 YTD | $7.18 | $13.9 | +94% |
OGN is up 94% so far in 2026, after finishing lower in four of the previous five 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 OGN on returns for 2026, with the stronger performance.