OSCR
Oscar Health, Inc.
OSCR's fundamentals are strong: revenue grew 55% and its operating margin went from −1.9% to 5.4%. Its PE isn't a useful guide right now because of how its recent earnings were reported.
STRO
Sutro Biopharma, Inc.
There isn't enough reported data to score STRO yet.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
STRO Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Weak | |
| Under pressure | |
| Unavailable |
STRO's revenue, profitability and cash flow are currently 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.
STRO PE Valuation
STRO 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.
STRO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Decline | |
| -- | |
| Limited | |
| Low |
Analysts expect STRO's losses to shrink, with revenue declining. 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 stronger earnings trend. Trailing diluted EPS is up 147% for OSCR versus STRO down 258%.
STRO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2025 | -$25.50 | -$9.40 |
| Q2 2025 | -$24.70 | -$6.40 |
| Q1 2025 | -$29.20 | -$10.40 |
| Q4 2024 | -$29.60 | -$11.80 |
| Q3 2024 | -$16.10 | +$12.80 |
| Q2 2024 | -$18.30 | +$6.20 |
| Q1 2024 | -$18.80 | +$4.80 |
| Q4 2023 | -$17.80 | +$5.70 |
STRO lost $25.50 per share over the past year, a bigger loss than 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 STRO 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 STRO on profitability, with a higher operating margin.
STRO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $9.1M | -6.1% |
| Q2 2026 | $9.8M | -85% |
| Q1 2026 | $14.5M | -17% |
| Q4 2025 | $11.6M | -21% |
| Q3 2025 | $9.7M | +14% |
| Q2 2025 | $63.7M | +148% |
| Q1 2025 | $17.4M | +34% |
| Q4 2024 | $14.8M | -87% |
STRO's revenue has slid since its 2023 peak: $9M last quarter, down 6.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -241% | +259 points |
| Q2 2026 | -304% | -299 points |
| Q1 2026 | -204% | +190 points |
| Q4 2025 | -327% | +114 points |
| Q3 2025 | -500% | +297 points |
| Q2 2025 | -5.3% | +184 points |
| Q1 2025 | -394% | +41 points |
| Q4 2024 | -441% | -479 points |
STRO's operating margin was −241% last quarter, up 259 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 STRO on cash generation, producing positive trailing cash flow while its opponent burns cash.
STRO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$22.5M | +$15.7M |
| Q2 2026 | -$38.3M | +$6.4M |
| Q1 2026 | -$42.3M | +$25.6M |
| Q4 2025 | -$26.4M | +$45.3M |
| Q3 2025 | -$38.2M | +$26.3M |
| Q2 2025 | -$44.7M | -573% |
| Q1 2025 | -$67.9M | -$3.1M |
| Q4 2024 | -$71.7M | -610% |
STRO has burned cash in almost every quarter: −$129M over the past year, against −$223M 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 STRO on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
STRO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +12.2K shares |
| 1 year | +96% | +8.1M shares |
| 3 years | +175% | +10.5M shares |
| 5 years | +260% | +12M shares |
| Available history | +622% | +14.3M shares |
STRO has 17M diluted shares, up 96% 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.
STRO Net Leverage
STRO'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).
STRO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 30.4 | Neutral |
| Stochastic | 7.3 | Oversold |
STRO's weekly RSI is 30 (neutral) and its Stochastic is 7 (oversold).
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.
STRO PE vs Healthcare Sector
STRO 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 STRO on trend strength, trading above more of its moving averages.
STRO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.8 | 19% below |
| 20 week MA | $18.2 | 47% below |
| 50 week MA | $20.7 | 54% below |
| 100 week MA | $15.8 | 39% below |
| 200 week MA | $29.0 | 67% below |
STRO is in a downtrend: it's below all five of its weekly moving averages, and 67% 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 STRO on returns for 2026, with the stronger performance.
STRO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $109.8 | $220.8 | +101% |
| 2021 | $220.8 | $142.5 | -35% |
| 2022 | $142.5 | $68.7 | -52% |
| 2023 | $68.7 | $42.9 | -38% |
| 2024 | $42.9 | $18.9 | -56% |
| 2025 | $18.9 | $11.5 | -39% |
| 2026 YTD | $11.5 | $9.59 | -17% |
STRO has finished five years in a row lower, and it's down 17% so far in 2026.