OSCR
Oscar Health, Inc.
OSCR has the edge over SENS overall, supported by stronger fundamentals and lower modeled downside.
SENS
Senseonics Holdings, Inc.
SENS 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.
SENS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Weak | |
| Weak | |
| Unavailable |
SENS's revenue is currently strong, 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.
SENS PE Valuation
SENS 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.
SENS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect SENS's losses to shrink, with revenue growing. 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 SENS on earnings quality, reporting a profit while its opponent remains loss making.
SENS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.27 | -$0.64 |
| Q2 2026 | -$2.20 | -$0.20 |
| Q1 2026 | -$1.97 | +$0.23 |
| Q4 2025 | -$1.66 | +$0.74 |
| Q3 2025 | -$1.63 | +$0.97 |
| Q2 2025 | -$2.00 | +$0.60 |
| Q1 2025 | -$2.20 | +$0.60 |
| Q4 2024 | -$2.40 | -$0.20 |
SENS is still losing money, but far less than before: $2.27 per share over the past year, against $32.20 at its worst in mid-2021.
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's revenue has grown year over year every quarter since early 2021: $5.1B last quarter, up 72% from the same quarter a year ago.
| 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 SENS on profitability, with a higher operating margin.
SENS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $19.6M | +142% |
| Q2 2026 | $14.5M | +118% |
| Q1 2026 | $11.7M | +87% |
| Q4 2025 | $14.3M | +72% |
| Q3 2025 | $8.1M | +90% |
| Q2 2025 | $6.6M | +37% |
| Q1 2025 | $6.3M | +24% |
| Q4 2024 | $8.3M | +3.3% |
SENS has the edge over OSCR on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -163% | +79 points |
| Q2 2026 | -248% | -33 points |
| Q1 2026 | -272% | -56 points |
| Q4 2025 | -147% | +25 points |
| Q3 2025 | -242% | +294 points |
| Q2 2025 | -215% | +185 points |
| Q1 2025 | -216% | +146 points |
| Q4 2024 | -172% | +40 points |
SENS's operating margin was −163% last quarter, up 79 points from the same quarter a year ago, near the top 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 SENS on cash generation, producing positive trailing cash flow while its opponent burns cash.
SENS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$33.2M | -$17.2M |
| Q2 2026 | -$30.4M | -$21M |
| Q1 2026 | -$32.1M | -$15.6M |
| Q4 2025 | -$18.4M | -$4.1M |
| Q3 2025 | -$16M | -$1.4M |
| Q2 2025 | -$9.4M | +$3.8M |
| Q1 2025 | -$16.5M | +$4.1M |
| Q4 2024 | -$14.3M | +$957K |
SENS has burned cash in almost every quarter: −$114M over the past year, against −$56M 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 the edge over SENS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
SENS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +14% | +7.9M shares |
| 1 year | +46% | +20.8M shares |
| 3 years | +122% | +36.1M shares |
| 5 years | +497% | +54.7M shares |
SENS has 66M diluted shares, up 46% from 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 more cash than debt.
SENS Net Leverage
SENS'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).
SENS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.4 | Neutral |
| Stochastic | 63.0 | Neutral |
SENS's weekly RSI is 59 (neutral) and its Stochastic is 63 (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.
SENS PE vs Healthcare Sector
SENS 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 SENS on trend strength, trading above more of its moving averages.
SENS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.04 | 11% above |
| 20 week MA | $8.00 | 25% above |
| 50 week MA | $7.20 | 39% above |
| 100 week MA | $9.40 | 6.8% above |
| 200 week MA | $10.5 | 4.7% below |
SENS has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 4.7% 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 SENS on returns for 2026, with the stronger performance.
SENS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.1 | $18.2 | +0.4% |
| 2021 | $18.2 | $59.0 | +224% |
| 2022 | $59.0 | $20.4 | -65% |
| 2023 | $20.4 | $11.4 | -44% |
| 2024 | $11.4 | $11.8 | +3.9% |
| 2025 | $11.8 | $6.02 | -49% |
| 2026 YTD | $6.02 | $10.0 | +67% |
SENS's yearly returns have swung widely, from +224% in 2021 to −65% in 2022. It's up 67% so far in 2026.