OSCR
Oscar Health, Inc.
OSCR has the edge over TFX overall, supported by stronger fundamentals and stronger modeled upside.
TFX
Teleflex Incorporated
TFX trails on the overall score without a compensating advantage in the available component scores.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
TFX Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Healthy | |
| Under pressure | |
| Under pressure |
TFX's profitability is currently healthy, but its revenue, cash flow and balance sheet are 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's PE is 13x, but its earnings don't support one, so it isn't a reliable read right now.
TFX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 15x | $153 | — |
| Current | 19x | $153 | — |
| Cheap | 28x | $227 | +48% |
| Fair | 34x | $279 | +82% |
| Expensive | 49x | $404 | +164% |
Historical ranges are pointers, not guarantees.
TFX has the edge over OSCR in the historical PE scenario, which offers more potential upside but is not a forecast.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over TFX on the outlook, with more favorable revenue expectations.
TFX Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Decline | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect TFX's earnings to grow and its profitability to improve, but its revenue to decline.
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 edge over TFX on earnings, with more consistent year-over-year improvement.
TFX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.93 | +21% |
| Q3 2026 | $8.23 | +$15.52 |
| Q2 2026 | -$23.29 | -640% |
| Q1 2026 | -$22.80 | -806% |
| Q4 2025 | -$20.55 | -1489% |
| Q3 2025 | -$7.29 | -245% |
| Q2 2025 | $4.31 | -23% |
| Q1 2025 | $3.23 | -48% |
| Q4 2024 | $1.48 | -80% |
TFX has returned to profit: it earned $8.23 per share over the past year, after losing money the year before. Its recent earnings include one-off gains.
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 TFX 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.
TFX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $567.8M | -38% |
| Q2 2026 | $570.3M | -27% |
| Q1 2026 | $548.3M | -22% |
| Q4 2025 | $569M | -28% |
| Q3 2025 | $913M | +19% |
| Q2 2025 | $780.9M | +4.2% |
| Q1 2025 | $700.7M | -5% |
| Q4 2024 | $795.4M | +2.8% |
TFX's revenue has slid since its 2025 peak: $568M last quarter, down 38% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +63 points |
| Q2 2026 | 13% | -7.1 points |
| Q1 2026 | 3.7% | -14 points |
| Q4 2025 | 2.4% | +16 points |
| Q3 2025 | -45% | -64 points |
| Q2 2025 | 20% | +4.3 points |
| Q1 2025 | 18% | +19 points |
| Q4 2024 | -14% | -25 points |
TFX 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 TFX on cash flow, with more consistent year-over-year improvement.
TFX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $74.7M | -4.1% |
| Q2 2026 | $77.9M | +$104.6M |
| Q1 2026 | $27.9M | -36% |
| Q4 2025 | -$92.9M | -154% |
| Q3 2025 | $77.8M | -63% |
| Q2 2025 | -$26.8M | -147% |
| Q1 2025 | $43.3M | -42% |
| Q4 2024 | $170.6M | +53% |
TFX still generates free cash flow, though less than at its 2024 peak: $87M over the past year.
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 | — |
TFX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -4.7% | -2M shares |
| 1 year | -5.9% | -2.6M shares |
| 3 years | -12% | -5.7M shares |
| 5 years | -12% | -5.8M shares |
| Available history | -12% | -5.5M shares |
TFX has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $305M |
| Q2 2026 | $250M |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $300M |
| Q4 2024 | — |
TFX spent $555M buying back its own shares over the past year, up 85% 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 TFX on leverage, with a lower net debt burden relative to earnings.
TFX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.6x | Elevated |
| Q4 2025 | 35.6x | High |
| Q3 2025 | 52.2x | High |
| Q2 2025 | 2.8x | Moderate |
| Q1 2025 | 2.9x | Moderate |
| Q4 2024 | 3.2x | Elevated |
| Q3 2024 | 2.5x | Moderate |
| Q2 2024 | 2.4x | Moderate |
TFX's net debt is about 3.6 years of its operating earnings (EBITDA), up from 2.9 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).
TFX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.4 | Neutral |
| Stochastic | 85.3 | Overbought |
TFX's weekly RSI is 68 (neutral) and its Stochastic is 85 (overbought).
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 TFX on valuation relative to its sector.
TFX PE vs Healthcare Sector
| Metric | TFX | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 26x | 28% below |
| PE % | 1 | 29 | 28 pts below |
TFX is trading at 19x earnings, a 28% discount to the Healthcare sector's median of 26x, though its recent earnings include one-off gains.
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 TFX on trend strength, trading above more of its moving averages.
TFX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $135.2 | 13% above |
| 20 week MA | $135.0 | 13% above |
| 50 week MA | $125.9 | 22% above |
| 100 week MA | $130.4 | 17% above |
| 200 week MA | $179.2 | 15% below |
TFX has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 15% 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 TFX on returns for 2026, with the stronger performance.
TFX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $372.0 | $405.1 | +8.9% |
| 2021 | $405.1 | $327.4 | -19% |
| 2022 | $327.4 | $248.8 | -24% |
| 2023 | $248.8 | $249.3 | +0.2% |
| 2024 | $249.3 | $179.5 | -28% |
| 2025 | $179.5 | $122.8 | -32% |
| 2026 YTD | $122.8 | $153.2 | +25% |
TFX has finished lower in four of the last six years. It's up 25% so far in 2026.