OSCR
Oscar Health, Inc.
OSCR has the edge over RGNX overall, supported by stronger fundamentals and lower modeled downside.
RGNX
REGENXBIO Inc.
RGNX 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.
RGNX Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Weak | |
| Strong |
RGNX's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are 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's PE is 13x, but its earnings don't support one, so it isn't a reliable read right now.
RGNX PE Valuation
RGNX 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.
RGNX Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Strong decline | |
| -- | |
| Limited | |
| Low |
Analysts expect RGNX's revenue to decline, with its earnings and profitability holding steady. However, they disagree widely on these estimates.
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 RGNX on earnings quality, reporting a profit while its opponent remains loss making.
RGNX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$3.21 | +$0.24 |
| Q2 2026 | -$3.79 | -$0.37 |
| Q1 2026 | -$5.60 | -$2.51 |
| Q4 2025 | -$3.76 | +$0.83 |
| Q3 2025 | -$3.45 | +$1.57 |
| Q2 2025 | -$3.42 | +$1.84 |
| Q1 2025 | -$3.09 | +$2.78 |
| Q4 2024 | -$4.59 | +$1.43 |
RGNX is still losing money, but far less than before: $3.21 per share over the past year, against $6.50 at its worst in late 2022.
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 RGNX 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 RGNX on profitability, with a higher operating margin.
RGNX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $9.2M | -69% |
| Q2 2026 | $108M | +406% |
| Q1 2026 | $6.4M | -93% |
| Q4 2025 | $30.3M | +43% |
| Q3 2025 | $29.7M | +23% |
| Q2 2025 | $21.4M | -4.2% |
| Q1 2025 | $89M | +470% |
| Q4 2024 | $21.2M | -4.5% |
RGNX's revenue has slid since its 2021 peak: $9M last quarter, down 69% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -388% | -212 points |
| Q2 2026 | 27% | +323 points |
| Q1 2026 | -1304% | -1318 points |
| Q4 2025 | -190% | +52 points |
| Q3 2025 | -176% | +80 points |
| Q2 2025 | -296% | -45 points |
| Q1 2025 | 14% | +422 points |
| Q4 2024 | -242% | +46 points |
RGNX's operating margin was −388% last quarter, down 212 points from the same quarter a year ago, near the bottom of its range since 2019.
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 RGNX on cash generation, producing positive trailing cash flow while its opponent burns cash.
RGNX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $38.4M | +$94.9M |
| Q2 2026 | -$63M | -$13.3M |
| Q1 2026 | -$77.4M | -337% |
| Q4 2025 | -$52.8M | -$20.1M |
| Q3 2025 | -$56.5M | -$15.6M |
| Q2 2025 | -$49.7M | -$3.8M |
| Q1 2025 | $32.6M | +$88.6M |
| Q4 2024 | -$32.7M | +$9.2M |
RGNX has burned cash in almost every quarter: −$155M over the past year, against −$106M 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 | — |
RGNX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +23% | +12.2M shares |
| 1 year | +26% | +13.6M shares |
| 3 years | +51% | +22.1M shares |
| 5 years | +76% | +28.2M shares |
RGNX 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.
RGNX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2022 | -1.0x | Net Cash |
| Q2 2022 | -0.9x | Net Cash |
| Q1 2022 | -1.3x | Net Cash |
| Q4 2021 | -2.0x | Net Cash |
RGNX has more cash than debt.
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).
RGNX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.0 | Neutral |
| Stochastic | 20.6 | Neutral |
RGNX's weekly RSI is 47 (neutral) and its Stochastic is 21 (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.
RGNX PE vs Healthcare Sector
| Metric | RGNX | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
RGNX 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 RGNX on trend strength, trading above more of its moving averages.
RGNX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.42 | 8.2% above |
| 20 week MA | $9.16 | 12% below |
| 50 week MA | $9.59 | 16% below |
| 100 week MA | $9.22 | 13% below |
| 200 week MA | $12.9 | 38% below |
RGNX has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 38% 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 RGNX on returns for 2026, with the stronger performance.
RGNX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $40.5 | $48.7 | +20% |
| 2021 | $48.7 | $34.8 | -29% |
| 2022 | $34.8 | $22.3 | -36% |
| 2023 | $22.3 | $18.0 | -19% |
| 2024 | $18.0 | $7.41 | -59% |
| 2025 | $7.41 | $14.2 | +91% |
| 2026 YTD | $14.2 | $8.03 | -43% |
RGNX has finished lower in four of the last six years. It's down 43% so far in 2026.