OSCR
Oscar Health, Inc.
OSCR has the edge over PACB overall, supported by stronger fundamentals and lower modeled downside.
PACB
Pacific Biosciences of California, Inc.
PACB offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
PACB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Weak | |
| Weak | |
| Unavailable |
PACB's revenue is currently stable, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
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.
PACB PE Valuation
PACB has no meaningful PE right now: it lost money over the past year.
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.
PACB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Growth | |
| -- | |
| Limited | |
| High |
Analysts expect PACB's losses to shrink, with revenue growing.
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 stronger earnings trend. Trailing diluted EPS is up 147% for OSCR versus PACB down 127%.
PACB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2024 | -$1.46 | -$0.19 |
| Q2 2024 | -$1.50 | -$0.15 |
| Q1 2024 | -$1.14 | +$0.25 |
| Q4 2023 | -$1.21 | +$0.19 |
| Q3 2023 | -$1.27 | +$0.07 |
| Q2 2023 | -$1.35 | -$0.43 |
| Q1 2023 | -$1.39 | -$0.58 |
| Q4 2022 | -$1.40 | -$0.51 |
PACB lost $0.40 per share over the past year, a smaller loss than the year before.
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 PACB 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 PACB on profitability, with a higher operating margin.
PACB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $40.6M | +5.5% |
| Q2 2026 | $39M | -1.9% |
| Q1 2026 | $37.2M | +0.1% |
| Q4 2025 | $44.6M | +14% |
| Q3 2025 | $38.4M | -3.8% |
| Q2 2025 | $39.8M | +10% |
| Q1 2025 | $37.2M | -4.3% |
| Q4 2024 | $39.2M | -33% |
PACB's revenue is recovering but still below its 2023 peak: $41M last quarter, up 5.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -91% | +9.9 points |
| Q2 2026 | -114% | -1.6 points |
| Q1 2026 | -22% | +1132 points |
| Q4 2025 | -92% | +298 points |
| Q3 2025 | -101% | +59 points |
| Q2 2025 | -113% | +376 points |
| Q1 2025 | -1155% | -945 points |
| Q4 2024 | -390% | -240 points |
PACB's operating margin was −91% last quarter, up 9.9 points from the same quarter a year ago.
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 PACB on cash generation, producing positive trailing cash flow while its opponent burns cash.
PACB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$38.6M | -$20M |
| Q2 2026 | -$37.1M | -$7.2M |
| Q1 2026 | -$47.7M | -$2.3M |
| Q4 2025 | -$19.9M | +$12.3M |
| Q3 2025 | -$18.6M | +$26.1M |
| Q2 2025 | -$29.9M | +$25.8M |
| Q1 2025 | -$45.4M | +$34.1M |
| Q4 2024 | -$32.3M | +$27.3M |
PACB has burned cash in almost every quarter: −$143M over the past year, against −$126M the year before.
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 | — |
PACB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +592K shares |
| 1 year | +3.5% | +10.4M shares |
| 3 years | +22% | +56.2M shares |
| 5 years | +45% | +96.1M shares |
| Available history | +100% | +155M shares |
PACB has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
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.
PACB Net Leverage
PACB's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
PACB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.2 | Neutral |
| Stochastic | 50.9 | Neutral |
PACB's weekly RSI is 53 (neutral) and its Stochastic is 51 (neutral).
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.
PACB PE vs Healthcare Sector
| Metric | PACB | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
PACB has no meaningful PE right now: it lost money over the past year.
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 PACB on trend strength, trading above more of its moving averages.
PACB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.15 | 8.4% below |
| 20 week MA | $1.69 | 17% above |
| 50 week MA | $1.67 | 18% above |
| 100 week MA | $1.57 | 25% above |
| 200 week MA | $4.13 | 52% below |
PACB's trend is mixed: it's above three of its five weekly moving averages, and 52% below its 200-week average.
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 PACB on returns for 2026, with the stronger performance.
PACB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.24 | $27.1 | +418% |
| 2021 | $27.1 | $21.4 | -21% |
| 2022 | $21.4 | $8.49 | -60% |
| 2023 | $8.49 | $9.81 | +16% |
| 2024 | $9.81 | $1.86 | -81% |
| 2025 | $1.86 | $1.77 | -4.8% |
| 2026 YTD | $1.77 | $1.97 | +11% |
PACB's yearly returns have swung widely, from +418% in 2020 to −81% in 2024. It's up 11% so far in 2026.