OSCR
Oscar Health, Inc.
OSCR has a slight edge over TCMD overall, supported by stronger fundamentals.
TCMD
Tactile Systems Technology, Inc.
TCMD 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.
TCMD Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
TCMD's profitability and balance sheet are currently healthy, and its revenue and cash flow are 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 TCMD in the historical PE scenario, which offers more potential upside but is not a forecast.
TCMD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $13.15 | -51% |
| Forward | 21x | $26.82 | — |
| Current | 26x | $26.82 | — |
| Fair | 27x | $27.39 | +2.1% |
| Expensive | 89x | $91.05 | +240% |
Historical ranges are pointers, not guarantees.
TCMD's PE is in its fair range at 26x. If earnings grow as analysts expect, today's price would be 21x 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.
TCMD Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for TCMD, with profitability improving. 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.
TCMD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.25 | +23% |
| Q3 2026 | $1.02 | +32% |
| Q2 2026 | $1.07 | +73% |
| Q1 2026 | $0.87 | +32% |
| Q4 2025 | $0.82 | +17% |
| Q3 2025 | $0.77 | +13% |
| Q2 2025 | $0.62 | -56% |
| Q1 2025 | $0.66 | -46% |
| Q4 2024 | $0.70 | -43% |
TCMD 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 TCMD 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.
TCMD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $91.9M | +7.1% |
| Q2 2026 | $85.7M | +8.6% |
| Q1 2026 | $75.3M | +23% |
| Q4 2025 | $103.6M | +21% |
| Q3 2025 | $85.8M | +17% |
| Q2 2025 | $78.9M | +7.8% |
| Q1 2025 | $61.3M | +0.3% |
| Q4 2024 | $85.6M | +10% |
TCMD's revenue has grown year over year for 22 quarters in a row: $92M last quarter, up 7.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 10% | -2.3 points |
| Q2 2026 | 8% | +2.8 points |
| Q1 2026 | -2% | +5.4 points |
| Q4 2025 | 18% | +3.5 points |
| Q3 2025 | 13% | +3.5 points |
| Q2 2025 | 5.2% | -2.8 points |
| Q1 2025 | -7.4% | -2.6 points |
| Q4 2024 | 15% | -0.6 points |
TCMD 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 TCMD on cash flow, with more consistent year-over-year improvement.
TCMD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.4M | +24% |
| Q2 2026 | $2M | -86% |
| Q1 2026 | -$1.2M | -3153% |
| Q4 2025 | $16.8M | +5.8% |
| Q3 2025 | $9.2M | -0.9% |
| Q2 2025 | $14.4M | +14% |
| Q1 2025 | $38K | -91% |
| Q4 2024 | $15.9M | -9% |
TCMD generated $29M in free cash flow over the past year, down 27% 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 | — |
TCMD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -13K shares |
| 1 year | +2.4% | +533K shares |
| 3 years | -3.4% | -803K shares |
| 5 years | +16% | +3.3M shares |
| Available history | +17% | +3.4M shares |
TCMD has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $6.2M |
| Q2 2026 | $5.3M |
| Q1 2026 | $1.1M |
| Q4 2025 | $1,000 |
| Q3 2025 | — |
| Q2 2025 | $16.5M |
| Q1 2025 | $10M |
TCMD spent $13M buying back its own shares over 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 TCMD on leverage, with a lower net debt burden relative to earnings.
TCMD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.9x | Net Cash |
| Q2 2026 | -1.7x | Net Cash |
| Q1 2026 | -1.9x | Net Cash |
| Q4 2025 | -2.3x | Net Cash |
| Q3 2025 | -2.2x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -2.1x | Net Cash |
| Q4 2024 | -2.4x | Net Cash |
TCMD has more cash than debt.
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).
TCMD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.2 | Neutral |
| Stochastic | 45.3 | Neutral |
TCMD's weekly RSI is 57 (neutral) and its Stochastic is 45 (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 TCMD on valuation relative to its sector.
TCMD PE vs Healthcare Sector
| Metric | TCMD | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 26x | 1.7% above |
| PE % | 49 | 29 | 20 pts above |
TCMD is trading at 26x earnings, in line with 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.
TCMD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $23.7 | 13% above |
| 20 week MA | $25.1 | 6.9% above |
| 50 week MA | $26.2 | 2.3% above |
| 100 week MA | $20.3 | 32% above |
| 200 week MA | $18.0 | 49% above |
TCMD is in an uptrend: it's above all five of its weekly moving averages, and 49% 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 TCMD on returns for 2026, with the stronger performance.
TCMD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $68.3 | $41.6 | -39% |
| 2021 | $41.6 | $20.2 | -51% |
| 2022 | $20.2 | $11.7 | -42% |
| 2023 | $11.7 | $14.3 | +22% |
| 2024 | $14.3 | $17.3 | +21% |
| 2025 | $17.3 | $29.7 | +72% |
| 2026 YTD | $29.7 | $26.8 | -9.6% |
TCMD has finished lower in three of the last six years. It's down 9.6% so far in 2026.