OSCR
Oscar Health, Inc.
OSCR has the edge over SDGR overall, supported by stronger fundamentals and lower modeled downside.
SDGR
Schrödinger, Inc.
SDGR 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.
SDGR Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Weak | |
| Unavailable |
SDGR's revenue is currently healthy, but its profitability and cash flow are under pressure. 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.
SDGR PE Valuation
SDGR 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 |
OSCR has the edge over SDGR on the outlook, with more favorable earnings and revenue expectations.
SDGR Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect SDGR's profitability to improve, with its earnings and revenue 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 SDGR on earnings quality, reporting a profit while its opponent remains loss making.
SDGR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.78 | +$1.63 |
| Q2 2026 | -$0.73 | +$1.75 |
| Q1 2026 | -$1.40 | +$1.23 |
| Q4 2025 | -$1.41 | +$1.16 |
| Q3 2025 | -$2.41 | +$0.02 |
| Q2 2025 | -$2.48 | +$0.29 |
| Q1 2025 | -$2.63 | -$0.66 |
| Q4 2024 | -$2.57 | -576% |
SDGR is still losing money, but far less than before: $0.78 per share over the past year, against $2.77 at its worst in mid-2024.
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 SDGR 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 SDGR on profitability, with a higher operating margin.
SDGR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $64.5M | +19% |
| Q2 2026 | $58.9M | +7.5% |
| Q1 2026 | $58.6M | -1.6% |
| Q4 2025 | $87.2M | -1.2% |
| Q3 2025 | $54.3M | +54% |
| Q2 2025 | $54.8M | +16% |
| Q1 2025 | $59.6M | +63% |
| Q4 2024 | $88.3M | +19% |
SDGR's revenue is recovering but still below its 2024 peak: $64M last quarter, up 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -41% | +44 points |
| Q2 2026 | -71% | +26 points |
| Q1 2026 | -83% | +2.2 points |
| Q4 2025 | -20% | +3.8 points |
| Q3 2025 | -85% | +109 points |
| Q2 2025 | -97% | +15 points |
| Q1 2025 | -85% | +99 points |
| Q4 2024 | -23% | +17 points |
SDGR's operating margin was −41% last quarter, up 44 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 SDGR on cash generation, producing positive trailing cash flow while its opponent burns cash.
SDGR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$48.9M | +$13.5M |
| Q2 2026 | -$34.4M | +$18.1M |
| Q1 2026 | -$17.3M | -112% |
| Q4 2025 | -$16.1M | +$15.9M |
| Q3 2025 | -$62.4M | -$27.8M |
| Q2 2025 | -$52.5M | +$2.2M |
| Q1 2025 | $143.5M | +$186.8M |
| Q4 2024 | -$32M | +$7.7M |
SDGR has burned cash in almost every quarter: −$117M over the past year, against −$3M 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 | — |
SDGR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -904K shares |
| 1 year | +1.7% | +1.3M shares |
| 3 years | +4.1% | +2.9M shares |
| 5 years | +5.8% | +4.1M shares |
| Available history | +54% | +26.4M shares |
SDGR has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
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.
SDGR Net Leverage
SDGR'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).
SDGR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.5 | Neutral |
| Stochastic | 75.2 | Neutral |
SDGR's weekly RSI is 69 (neutral) and its Stochastic is 75 (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.
SDGR PE vs Healthcare Sector
| Metric | SDGR | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
SDGR 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 is in an uptrend: it's above all five of its weekly moving averages, and 106% above its 200-week average.
SDGR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $27.6 | 12% above |
| 20 week MA | $22.1 | 39% above |
| 50 week MA | $17.4 | 77% above |
| 100 week MA | $19.3 | 60% above |
| 200 week MA | $23.4 | 32% above |
SDGR has climbed back above all five of its weekly moving averages, and it's now 32% 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 SDGR on returns for 2026, with the stronger performance.
SDGR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $31.9 | $84.0 | +163% |
| 2021 | $84.0 | $35.9 | -57% |
| 2022 | $35.9 | $18.9 | -47% |
| 2023 | $18.9 | $35.8 | +90% |
| 2024 | $35.8 | $19.8 | -45% |
| 2025 | $19.8 | $18.3 | -7.4% |
| 2026 YTD | $18.3 | $30.9 | +68% |
SDGR's yearly returns have swung widely, from +163% in 2020 to −57% in 2021. It's up 68% so far in 2026.