OSCR
Oscar Health, Inc.
OSCR has the edge over SRPT overall, supported by stronger fundamentals and stronger modeled upside.
SRPT
Sarepta Therapeutics, Inc.
SRPT has slightly lower modeled downside risk, despite its lower overall score.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
SRPT Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Stable | |
| Healthy | |
| Weak |
SRPT's cash flow is currently healthy, and its profitability is stable, but its revenue and balance sheet 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.
SRPT PE Valuation
SRPT 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 SRPT on the outlook, with more favorable earnings and revenue expectations.
SRPT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Decline | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect SRPT's earnings and revenue to decline, with profitability weakening. 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 SRPT on earnings quality, reporting a profit while its opponent remains loss making.
SRPT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.37 | +$1.58 |
| Q2 2026 | -$2.90 | -$2.09 |
| Q1 2026 | -$0.96 | +$1.67 |
| Q4 2025 | -$8.44 | -461% |
| Q3 2025 | -$2.95 | -288% |
| Q2 2025 | -$0.81 | -205% |
| Q1 2025 | -$2.63 | -712% |
| Q4 2024 | $2.34 | +$8.14 |
SRPT is still losing money, but far less than before: $1.37 per share over the past year, against $12.69 at its worst in early 2023.
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 SRPT 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 SRPT on profitability, with a higher operating margin.
SRPT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $381.4M | -4.5% |
| Q2 2026 | $401.3M | -34% |
| Q1 2026 | $730.8M | -1.9% |
| Q4 2025 | $442.9M | -33% |
| Q3 2025 | $399.4M | -15% |
| Q2 2025 | $611.1M | +68% |
| Q1 2025 | $744.9M | +80% |
| Q4 2024 | $658.4M | +66% |
SRPT's revenue has slid since its 2025 peak: $381M last quarter, down 4.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -2.4% | +24 points |
| Q2 2026 | 3.3% | -16 points |
| Q1 2026 | 49% | +89 points |
| Q4 2025 | -93% | -118 points |
| Q3 2025 | -26% | -31 points |
| Q2 2025 | 19% | +19 points |
| Q1 2025 | -40% | -49 points |
| Q4 2024 | 25% | +18 points |
SRPT's operating margin was −2.4% last quarter, up 24 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 usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
SRPT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $57M | +$94.6M |
| Q2 2026 | $196.5M | -14% |
| Q1 2026 | -$204.8M | +$422.3M |
| Q4 2025 | $127.6M | +136% |
| Q3 2025 | -$37.5M | +$70.4M |
| Q2 2025 | $229.5M | +$243.8M |
| Q1 2025 | -$627.1M | -$352.6M |
| Q4 2024 | $54M | +$127.7M |
SRPT's free cash flow has turned positive after six years mostly in the red: $176M 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 | — |
SRPT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +499K shares |
| 1 year | +5.7% | +5.7M shares |
| 3 years | +19% | +17M shares |
| 5 years | +36% | +28M shares |
SRPT has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
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.
SRPT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | 89.5x | High |
| Q2 2025 | -12.7x | Net Cash |
| Q4 2024 | 0.1x | Very low |
| Q3 2024 | 8.6x | High |
| Q2 2024 | 10.8x | High |
SRPT's net debt is more than 20 years of its operating earnings (EBITDA), up from 11 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).
SRPT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 26.2 | Neutral |
SRPT's weekly RSI is 42 (neutral) and its Stochastic is 26 (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.
SRPT PE vs Healthcare Sector
| Metric | SRPT | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
SRPT 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 SRPT on trend strength, trading above more of its moving averages.
SRPT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $17.7 | 9.3% below |
| 20 week MA | $18.2 | 12% below |
| 50 week MA | $18.9 | 15% below |
| 100 week MA | $35.3 | 55% below |
| 200 week MA | $78.9 | 80% below |
SRPT is in a downtrend: it's below all five of its weekly moving averages, and 80% 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 SRPT on returns for 2026, with the stronger performance.
SRPT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $129.8 | $175.0 | +35% |
| 2021 | $175.0 | $91.6 | -48% |
| 2022 | $91.6 | $130.0 | +42% |
| 2023 | $130.0 | $96.4 | -26% |
| 2024 | $96.4 | $121.5 | +26% |
| 2025 | $121.5 | $22.1 | -82% |
| 2026 YTD | $22.1 | $16.0 | -28% |
SRPT has finished lower in three of the last six years. It's down 28% so far in 2026.