OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
SHC
Sotera Health Company
SHC 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.
SHC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Weak |
SHC's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is weak.
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 SHC in the historical PE scenario, which offers more potential upside but is not a forecast.
SHC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 16x | $16.30 | — |
| Current | 27x | $16.30 | — |
| Cheap | 38x | $23.00 | +41% |
| Fair | 61x | $36.40 | +123% |
| Expensive | 173x | $104 | +538% |
Historical ranges are pointers, not guarantees.
SHC's PE is in its cheap range at 27x. If earnings grow as analysts expect, today's price would be 16x 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.
SHC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for SHC, 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.
SHC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.04 | +73% |
| Q3 2026 | $0.60 | +200% |
| Q2 2026 | $0.57 | +533% |
| Q1 2026 | $0.41 | +356% |
| Q4 2025 | $0.27 | +69% |
| Q3 2025 | $0.20 | -20% |
| Q2 2025 | $0.09 | -36% |
| Q1 2025 | $0.09 | -53% |
| Q4 2024 | $0.16 | -11% |
SHC earned $0.60 per share over the past year, about three times what it earned 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 SHC 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's operating margin was 3.5% last quarter, up 7.8 points from the same quarter a year ago.
SHC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $324.9M | +4.4% |
| Q2 2026 | $321.4M | +9.2% |
| Q1 2026 | $280M | +10% |
| Q4 2025 | $303.4M | +4.6% |
| Q3 2025 | $311.3M | +9.1% |
| Q2 2025 | $294.3M | +6.4% |
| Q1 2025 | $254.5M | +2.6% |
| Q4 2024 | $290.2M | -6.5% |
SHC's revenue has grown year over year for seven quarters in a row: $325M last quarter, up 4.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 26% | +2.3 points |
| Q2 2026 | 24% | +18 points |
| Q1 2026 | 15% | +21 points |
| Q4 2025 | 23% | -6.8 points |
| Q3 2025 | 23% | -4.8 points |
| Q2 2025 | 6.4% | -21 points |
| Q1 2025 | -5.8% | -27 points |
| Q4 2024 | 30% | -3.5 points |
SHC 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 SHC on cash flow, with more consistent year-over-year improvement.
SHC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $57.7M | +65% |
| Q2 2026 | $42M | +61% |
| Q1 2026 | -$16.7M | -147% |
| Q4 2025 | $52.4M | +$62.6M |
| Q3 2025 | $35M | -43% |
| Q2 2025 | $26.2M | +35% |
| Q1 2025 | $35.6M | +$60.8M |
| Q4 2024 | -$10.2M | -121% |
SHC generated $135M in free cash flow over the past year, up 56% from 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 | — |
SHC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +1.1M shares |
| 1 year | +0.9% | +2.5M shares |
| 3 years | +2.9% | +8.1M shares |
| 5 years | +3.5% | +9.7M shares |
| Available history | +3.7% | +10.4M shares |
SHC has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
| 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 the edge over SHC on leverage, with a lower net debt burden relative to earnings.
SHC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.3x | High |
| Q2 2026 | 4.6x | High |
| Q1 2026 | 5.5x | High |
| Q4 2025 | 6.3x | High |
| Q3 2025 | 6.0x | High |
| Q2 2025 | 5.7x | High |
| Q1 2025 | 4.9x | High |
| Q4 2024 | 4.2x | High |
SHC's net debt is about 4.3 years of its operating earnings (EBITDA), down from 6.0 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).
SHC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.0 | Neutral |
| Stochastic | 20.9 | Neutral |
SHC's weekly RSI is 41 (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 has the edge over SHC on valuation relative to its sector.
SHC PE vs Healthcare Sector
| Metric | SHC | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 26x | 5.1% above |
| PE % | 8 | 34 | 26 pts below |
SHC is trading at 27x earnings, in line with 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 SHC on trend strength, trading above more of its moving averages.
SHC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $17.6 | 7.5% below |
| 20 week MA | $18.2 | 10% below |
| 50 week MA | $17.1 | 4.4% below |
| 100 week MA | $15.3 | 6.7% above |
| 200 week MA | $15.1 | 7.9% above |
SHC has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 7.9% 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 SHC on returns for 2026, with the stronger performance.
SHC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.1 | $26.9 | +7.3% |
| 2021 | $26.9 | $23.6 | -13% |
| 2022 | $23.6 | $7.93 | -66% |
| 2023 | $7.93 | $16.9 | +112% |
| 2024 | $16.9 | $13.5 | -20% |
| 2025 | $13.5 | $17.7 | +31% |
| 2026 YTD | $17.7 | $16.3 | -7.9% |
SHC's yearly returns have swung widely, from +112% in 2023 to −66% in 2022. It's down 7.9% so far in 2026.