OSCR
Oscar Health, Inc.
OSCR has the edge over STVN overall, supported by stronger fundamentals and stronger modeled upside.
STVN
Stevanato Group S.p.A.
STVN has 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.
STVN Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Under pressure | |
| Healthy |
STVN's profitability and balance sheet are currently healthy, and its revenue is stable, but its cash flow is 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 has the edge over STVN in the historical PE scenario, which offers more potential upside but is not a forecast.
STVN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 27x | $14.36 | — |
| Cheap | 31x | $16.55 | +15% |
| Fair | 39x | $20.56 | +43% |
| Expensive | 49x | $25.80 | +80% |
Historical ranges are pointers, not guarantees.
STVN's PE is 27x, but its earnings don't support one, so it isn't a reliable read right now.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over STVN on the outlook, with more favorable revenue expectations.
STVN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect STVN's earnings to grow and its profitability to improve, with its revenue holding steady.
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.
STVN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $0.53 | -5.4% |
| Q1 2026 | $0.57 | +9.6% |
| Q4 2025 | $0.57 | +16% |
| Q3 2025 | $0.58 | +23% |
| Q2 2025 | $0.56 | +7.7% |
| Q1 2025 | $0.52 | -10% |
| Q4 2024 | $0.49 | -21% |
| Q3 2024 | $0.47 | -24% |
STVN earned $0.53 per share over the past year, down 5.4% from 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 STVN on sales, with stronger typical year-over-year growth.
| 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.
STVN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $335.5M | +7.8% |
| Q1 2026 | $303.9M | +6.6% |
| Q4 2025 | $381.3M | +3.8% |
| Q3 2025 | $336.8M | +9.1% |
| Q2 2025 | $311.1M | +7.9% |
| Q1 2025 | $285.1M | +8.7% |
| Q4 2024 | $367.3M | +3.1% |
| Q3 2024 | $308.7M | +2.4% |
STVN's revenue has grown year over year for nine quarters in a row: $335M last quarter, up 7.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 13% | -1.8 points |
| Q1 2026 | 14% | +0.7 points |
| Q4 2025 | 19% | -1 points |
| Q3 2025 | 17% | +2.6 points |
| Q2 2025 | 15% | +4 points |
| Q1 2025 | 14% | +2.8 points |
| Q4 2024 | 20% | +0.3 points |
| Q3 2024 | 15% | -4.1 points |
STVN 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 STVN on cash generation, producing positive trailing cash flow while its opponent burns cash.
STVN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$37.6M | -$20.6M |
| Q1 2026 | $5.3M | -83% |
| Q4 2025 | $5.2M | +$55.4M |
| Q3 2025 | -$1.3M | +$121.2M |
| Q2 2025 | -$17.1M | +$34.6M |
| Q1 2025 | $31.2M | +$65.7M |
| Q4 2024 | -$50.3M | +$35.2M |
| Q3 2024 | -$122.5M | +$166.1M |
STVN has burned cash in most quarters: −$28M over the past year, against −$159M 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 | — |
STVN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -21.1K shares |
| 1 year | 0% | +77K shares |
| 3 years | +2.9% | +7.6M shares |
| 5 years | -9.1% | -27.4M shares |
| Available history | -7.4% | -21.8M shares |
STVN has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
STVN hasn't bought back shares in the past year.
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 STVN on leverage, with a lower net debt burden relative to earnings.
STVN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 1.1x | Healthy |
| Q4 2025 | 1.2x | Healthy |
| Q3 2025 | 1.2x | Healthy |
| Q2 2025 | 1.0x | Healthy |
| Q1 2025 | 1.0x | Healthy |
| Q4 2024 | 1.1x | Healthy |
| Q3 2024 | 1.0x | Healthy |
STVN's net debt is about 1.2 years of its operating earnings (EBITDA), up from a year 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).
STVN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.2 | Neutral |
| Stochastic | 17.5 | Oversold |
STVN's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
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 STVN on valuation relative to its sector.
STVN PE vs Healthcare Sector
| Metric | STVN | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 26x | 4.2% above |
| PE % | 6 | 38 | 32 pts below |
STVN is trading at 27x earnings, in line with the Healthcare sector's median of 26x, though its earnings don't support one.
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 STVN on trend strength, trading above more of its moving averages.
STVN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $18.3 | 22% below |
| 20 week MA | $19.6 | 27% below |
| 50 week MA | $18.2 | 21% below |
| 100 week MA | $20.7 | 30% below |
| 200 week MA | $23.1 | 38% below |
STVN is in a downtrend: it's below all five of its weekly moving averages, and 38% 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 STVN on returns for 2026, with the stronger performance.
STVN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $19.7 | $23.3 | +19% |
| 2022 | $23.3 | $17.9 | -23% |
| 2023 | $17.9 | $27.3 | +53% |
| 2024 | $27.3 | $21.6 | -21% |
| 2025 | $21.6 | $20.7 | -4.2% |
| 2026 YTD | $20.7 | $14.4 | -31% |
STVN has finished lower in three of the last five years. It's down 31% so far in 2026.