OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
PAHC
Phibro Animal Health Corporation
PAHC has the edge over OSCR overall, supported by stronger valuation and lower modeled downside.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
PAHC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Under pressure | |
| Stable |
PAHC's profitability is currently strong, and its revenue and balance sheet are stable, but its cash flow is under pressure.
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 PAHC in the historical PE scenario, which offers more potential upside but is not a forecast.
PAHC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.8x | $35.46 | — |
| Cheap | 14x | $35.90 | +1.2% |
| Current | 14x | $35.46 | — |
| Fair | 21x | $52.34 | +48% |
| Expensive | 37x | $93.48 | +164% |
Historical ranges are pointers, not guarantees.
PAHC's PE is in its cheap range at 14x. If earnings grow as analysts expect, today's price would be 9.8x next year's earnings.
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.
PAHC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for PAHC, with profitability improving.
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.
PAHC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.61 | +44% |
| Q3 2026 | $2.50 | +50% |
| Q2 2026 | $2.43 | +104% |
| Q1 2026 | $2.34 | +200% |
| Q4 2025 | $2.26 | +371% |
| Q3 2025 | $1.67 | +288% |
| Q2 2025 | $1.19 | +1883% |
| Q1 2025 | $0.78 | +144% |
| Q4 2024 | $0.48 | +33% |
PAHC has the edge over OSCR on earnings, with more consistent year-over-year improvement.
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 PAHC on sales, with stronger typical year-over-year growth.
| 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.
PAHC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $386.8M | +6.3% |
| Q2 2026 | $396.7M | +4.8% |
| Q1 2026 | $383.5M | +10% |
| Q4 2025 | $373.9M | +21% |
| Q3 2025 | $363.9M | +40% |
| Q2 2025 | $378.7M | +39% |
| Q1 2025 | $347.8M | +32% |
| Q4 2024 | $309.3M | +24% |
PAHC's revenue has grown year over year for 12 quarters in a row: $387M last quarter, up 6.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | -1.3 points |
| Q2 2026 | 12% | +3.2 points |
| Q1 2026 | 12% | +2 points |
| Q4 2025 | 13% | +5.2 points |
| Q3 2025 | 14% | +7.3 points |
| Q2 2025 | 8.9% | +2.2 points |
| Q1 2025 | 9.6% | +2.1 points |
| Q4 2024 | 8.3% | +2 points |
PAHC has the edge over OSCR on profitability, with a higher operating margin.
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 PAHC on cash flow, with more consistent year-over-year improvement.
PAHC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $7.3M | +$11.8M |
| Q2 2026 | $5.2M | -36% |
| Q1 2026 | $890K | -97% |
| Q4 2025 | $8.3M | +$13M |
| Q3 2025 | -$4.5M | -248% |
| Q2 2025 | $8.1M | -47% |
| Q1 2025 | $35.4M | +2011% |
| Q4 2024 | -$4.7M | -123% |
PAHC still generates free cash flow, though less than at its 2025 peak: $22M over the past year.
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 | — |
PAHC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -7K shares |
| 1 year | +0.2% | +80K shares |
| 3 years | +1.1% | +453K shares |
| 5 years | +1.1% | +453K shares |
| Available history | +1.1% | +453K shares |
PAHC 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 the edge over PAHC on leverage, with a lower net debt burden relative to earnings.
PAHC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.2x | Moderate |
| Q2 2026 | 0.2x | Very low |
| Q1 2026 | 2.5x | Moderate |
| Q4 2025 | 2.6x | Moderate |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | 4.2x | High |
| Q4 2024 | 4.8x | High |
PAHC's net debt is about 2.2 years of its operating earnings (EBITDA), down from 2.9 years a year ago.
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).
PAHC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.1 | Neutral |
| Stochastic | 36.1 | Neutral |
PAHC's weekly RSI is 46 (neutral) and its Stochastic is 36 (neutral).
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 PAHC on valuation relative to its sector.
PAHC PE vs Healthcare Sector
| Metric | PAHC | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 26x | 45% below |
| PE % | 15 | 29 | 14 pts below |
PAHC is trading at 14x earnings, a 45% discount to the Healthcare sector's median of 26x.
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 PAHC on trend strength, trading above more of its moving averages.
PAHC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $36.9 | 3.8% below |
| 20 week MA | $35.8 | 0.8% below |
| 50 week MA | $40.6 | 13% below |
| 100 week MA | $34.4 | 3% above |
| 200 week MA | $25.0 | 42% above |
PAHC has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 42% above 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 PAHC on returns for 2026, with the stronger performance.
PAHC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $24.8 | $19.1 | -23% |
| 2021 | $19.1 | $20.7 | +8.3% |
| 2022 | $20.7 | $13.9 | -33% |
| 2023 | $13.9 | $11.6 | -17% |
| 2024 | $11.6 | $21.1 | +82% |
| 2025 | $21.1 | $38.2 | +81% |
| 2026 YTD | $38.2 | $35.5 | -7.1% |
PAHC has finished lower in three of the last six years. It's down 7.1% so far in 2026.