OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
STE
STERIS plc
STE has a slight edge over OSCR overall, supported by lower modeled downside and stronger valuation.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
STE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
STE's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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 STE in the historical PE scenario, which offers more potential upside but is not a forecast.
STE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 22x | $253 | — |
| Current | 30x | $253 | — |
| Cheap | 33x | $279 | +9.9% |
| Fair | 40x | $336 | +33% |
| Expensive | 80x | $677 | +167% |
Historical ranges are pointers, not guarantees.
STE's PE is in its cheap range at 30x. If earnings grow as analysts expect, today's price would be 22x 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.
STE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for STE, 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.
STE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $11.78 | +40% |
| Q3 2026 | $8.43 | +21% |
| Q2 2026 | $8.18 | +25% |
| Q1 2026 | $7.93 | +28% |
| Q4 2025 | $7.17 | +52% |
| Q3 2025 | $6.96 | +59% |
| Q2 2025 | $6.53 | +62% |
| Q1 2025 | $6.20 | +62% |
| Q4 2024 | $4.71 | -18% |
STE has the edge over OSCR on earnings, with more consistent year-over-year improvement.
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 STE 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.
STE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | +8.8% |
| Q2 2026 | $1.5B | +7.3% |
| Q1 2026 | $1.6B | +7.3% |
| Q4 2025 | $1.5B | +9.2% |
| Q3 2025 | $1.5B | +9.9% |
| Q2 2025 | $1.4B | +8.7% |
| Q1 2025 | $1.5B | +4.3% |
| Q4 2024 | $1.4B | -1.8% |
STE's revenue has grown year over year for seven quarters in a row: $1.6B last quarter, up 8.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +0.3 points |
| Q2 2026 | 19% | +1.5 points |
| Q1 2026 | 20% | +5.3 points |
| Q4 2025 | 18% | +0.4 points |
| Q3 2025 | 18% | +1.7 points |
| Q2 2025 | 18% | +3.2 points |
| Q1 2025 | 15% | -2.7 points |
| Q4 2024 | 18% | +2.4 points |
STE 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 usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
STE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $212.9M | +5.8% |
| Q2 2026 | $279.6M | -14% |
| Q1 2026 | $245.2M | +29% |
| Q4 2025 | $199.5M | -18% |
| Q3 2025 | $201.3M | +35% |
| Q2 2025 | $326.4M | +67% |
| Q1 2025 | $189.9M | +16% |
| Q4 2024 | $243.6M | +41% |
STE's free cash flow has been positive every quarter for seven years: $937M over the past year, down 2.5% 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 | — |
STE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -300K shares |
| 1 year | -1.2% | -1.2M shares |
| 3 years | -1.8% | -1.8M shares |
| 5 years | -3.1% | -3.1M shares |
| Available history | +14% | +12M shares |
STE has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $100.4M |
| Q2 2026 | $115.5M |
| Q1 2026 | $74.3M |
| Q4 2025 | $50.1M |
| Q3 2025 | $100.5M |
| Q2 2025 | $10.6M |
| Q1 2025 | $263,000 |
| Q4 2024 | $100.4M |
STE spent $340M buying back its own shares over the past year, up 61% from the year before.
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 STE on leverage, with a lower net debt burden relative to earnings.
STE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.8x | Very low |
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 0.9x | Very low |
| Q4 2025 | 1.0x | Very low |
| Q3 2025 | 1.1x | Healthy |
| Q2 2025 | 1.2x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.5x | Healthy |
STE's net debt is less than a year of its operating earnings (EBITDA), down from 1.1 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).
STE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.7 | Neutral |
| Stochastic | 79.9 | Neutral |
STE's weekly RSI is 65 (neutral) and its Stochastic is 80 (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 STE on valuation relative to its sector.
STE PE vs Healthcare Sector
| Metric | STE | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 26x | 16% above |
| PE % | 10 | 29 | 19 pts below |
STE is trading at 30x earnings, a 16% premium to 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 is in an uptrend: it's above all five of its weekly moving averages, and 106% above its 200-week average.
STE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $227.4 | 11% above |
| 20 week MA | $224.8 | 13% above |
| 50 week MA | $230.0 | 10% above |
| 100 week MA | $231.6 | 9.4% above |
| 200 week MA | $224.2 | 13% above |
STE is in an uptrend: it's above all five of its weekly moving averages, and 13% 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 STE on returns for 2026, with the stronger performance.
STE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $151.8 | $186.2 | +23% |
| 2021 | $186.2 | $241.1 | +29% |
| 2022 | $241.1 | $182.1 | -24% |
| 2023 | $182.1 | $219.9 | +21% |
| 2024 | $219.9 | $208.0 | -5.4% |
| 2025 | $208.0 | $255.4 | +23% |
| 2026 YTD | $255.4 | $253.4 | -0.8% |
STE has finished higher in four of the last six years. It's down 0.8% so far in 2026.