OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
SUPN
Indivior Pharmaceuticals Inc
SUPN has the edge over OSCR overall, supported by stronger valuation and stronger modeled upside.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
SUPN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Under pressure | |
| Healthy |
SUPN's revenue, profitability and balance sheet are currently healthy, 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 SUPN in the historical PE scenario, which offers more potential upside but is not a forecast.
SUPN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.4x | $29.20 | — |
| Current | 8.2x | $29.20 | — |
| Cheap | 18x | $63.68 | +118% |
| Fair | 26x | $91.92 | +215% |
| Expensive | 97x | $347 | +1088% |
Historical ranges are pointers, not guarantees.
SUPN's PE is in its cheap range at 8.2x. If earnings grow as analysts expect, today's price would be 7.4x next year's earnings.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over SUPN on the outlook, with more favorable profitability expectations.
SUPN Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for SUPN, but weaker profitability. 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 returned to profit: it earned $2.47 per share over the past year, after losing money the year before.
SUPN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.97 | +11% |
| Q3 2026 | $3.58 | +175% |
| Q2 2026 | $2.79 | +179% |
| Q1 2026 | $1.95 | +1293% |
| Q4 2025 | $1.64 | +681% |
| Q3 2025 | $1.30 | +829% |
| Q2 2025 | $1.00 | +$1.83 |
| Q1 2025 | $0.14 | -18% |
| Q4 2024 | $0.21 | +425% |
SUPN 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 SUPN 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.
SUPN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $356M | +13% |
| Q2 2026 | $343M | +14% |
| Q1 2026 | $317M | +19% |
| Q4 2025 | $358M | +20% |
| Q3 2025 | $314M | +2.3% |
| Q2 2025 | $302M | +1% |
| Q1 2025 | $266M | -6.3% |
| Q4 2024 | $299M | +2% |
SUPN's revenue has grown year over year for six quarters in a row: $356M last quarter, up 13% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 51% | +37 points |
| Q2 2026 | 47% | +23 points |
| Q1 2026 | 43% | +18 points |
| Q4 2025 | 23% | -9.5 points |
| Q3 2025 | 14% | +12 points |
| Q2 2025 | 24% | +63 points |
| Q1 2025 | 25% | -1.6 points |
| Q4 2024 | 32% | +11 points |
SUPN 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 SUPN on cash flow, with more consistent year-over-year improvement.
SUPN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $83M | +$142M |
| Q2 2026 | $222M | +57% |
| Q1 2026 | -$29M | -141% |
| Q4 2025 | -$245M | -$224M |
| Q3 2025 | -$59M | -$54M |
| Q2 2025 | $141M | +68% |
| Q1 2025 | $70M | +$110M |
| Q4 2024 | -$21M | +$278M |
SUPN has burned cash in most quarters: $31M over the past year, down 76% 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 | — |
SUPN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -2M shares |
| 1 year | -5.4% | -7M shares |
| 3 years | -11% | -15.7M shares |
SUPN has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $177M |
| Q1 2026 | $126M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $11M |
| Q4 2024 | $51M |
SUPN spent $303M buying back its own shares over the past year, about five times what it spent 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 SUPN on leverage, with a lower net debt burden relative to earnings.
SUPN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.3x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.9x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | -0.4x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -0.5x | Net Cash |
| Q4 2024 | 0.5x | Very low |
SUPN's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt 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).
SUPN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.4 | Neutral |
| Stochastic | 32.2 | Neutral |
SUPN's weekly RSI is 40 (neutral) and its Stochastic is 32 (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.
SUPN PE vs Healthcare Sector
| Metric | SUPN | Sector median | Relative |
|---|---|---|---|
| PE | 8.2x | 26x | 68% below |
| PE % | 1 | 29 | 28 pts below |
SUPN has the edge over OSCR on valuation relative to its sector.
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 SUPN on trend strength, trading above more of its moving averages.
SUPN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $36.3 | 19% below |
| 20 week MA | $37.3 | 22% below |
| 50 week MA | $35.8 | 18% below |
| 100 week MA | $26.3 | 11% above |
| 200 week MA | $21.9 | 34% above |
SUPN has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 34% 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 SUPN on returns for 2026, with the stronger performance.
SUPN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $2.83 | $6.90 | +144% |
| 2021 | $6.90 | $17.8 | +157% |
| 2022 | $17.8 | $22.0 | +24% |
| 2023 | $22.0 | $15.3 | -31% |
| 2024 | $15.3 | $12.4 | -19% |
| 2025 | $12.4 | $36.2 | +192% |
| 2026 YTD | $36.2 | $29.2 | -19% |
SUPN has finished higher in four of the last six years, three of them by more than 50%. It's down 19% so far in 2026.