OSCR
Oscar Health, Inc.
OSCR has the edge over TLRY overall, supported by stronger fundamentals and lower modeled downside.
TLRY
Tilray Brands, Inc.
TLRY offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
TLRY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
TLRY's revenue is currently healthy, but its profitability and cash flow are 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.
TLRY PE Valuation
TLRY 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.
TLRY Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect TLRY's losses to shrink, with revenue growing. 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 edge over TLRY on earnings quality, reporting a profit while its opponent remains loss making.
TLRY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.41 | +$22.79 |
| Q2 2026 | -$1.09 | +$23.51 |
| Q1 2026 | -$15.15 | -$4.65 |
| Q4 2025 | -$23.61 | -$20.61 |
| Q3 2025 | -$24.20 | -$21.50 |
| Q2 2025 | -$24.60 | -$21.30 |
| Q1 2025 | -$10.50 | -$5.50 |
| Q4 2024 | -$3.00 | +$19.80 |
TLRY is still losing money, but far less than before: $1.41 per share over the past year, against $58.23 at its worst in mid-2020.
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 TLRY 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 TLRY on profitability, with a higher operating margin.
TLRY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $257.1M | +23% |
| Q2 2026 | $281.7M | +25% |
| Q1 2026 | $206.7M | +11% |
| Q4 2025 | $217.5M | +3.1% |
| Q3 2025 | $209.5M | +4.7% |
| Q2 2025 | $224.5M | -2.3% |
| Q1 2025 | $185.8M | -1.4% |
| Q4 2024 | $211M | +8.9% |
TLRY's revenue has grown year over year for five quarters in a row: $257M last quarter, up 23% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -9.3% | -10 points |
| Q2 2026 | -5.8% | +637 points |
| Q1 2026 | -13% | +396 points |
| Q4 2025 | -10% | +9.8 points |
| Q3 2025 | 1% | +19 points |
| Q2 2025 | -643% | -636 points |
| Q1 2025 | -409% | -366 points |
| Q4 2024 | -20% | +1.5 points |
TLRY's operating margin was −9.3% last quarter, down 10 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 TLRY on cash generation, producing positive trailing cash flow while its opponent burns cash.
TLRY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$16.5M | -$15.2M |
| Q2 2026 | -$37.3M | -$18.2M |
| Q1 2026 | -$21.9M | -$1.8M |
| Q4 2025 | -$8.5M | +$37.6M |
| Q3 2025 | -$1.3M | +$40.7M |
| Q2 2025 | -$19.1M | -191% |
| Q1 2025 | -$20.2M | +$4.7M |
| Q4 2024 | -$46.2M | -$9.9M |
TLRY has burned cash in almost every quarter: −$84M over the past year, against −$87M 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 | — |
TLRY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +19% | +21.5M shares |
| 1 year | +26% | +27.3M shares |
| 3 years | +93% | +64.2M shares |
| 5 years | +197% | +88.4M shares |
| Available history | +1484% | +125M shares |
TLRY has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
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.
TLRY Net Leverage
TLRY'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).
TLRY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.0 | Oversold |
| Stochastic | 6.8 | Oversold |
TLRY's weekly RSI is 28 (oversold) 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.
TLRY PE vs Healthcare Sector
TLRY 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 TLRY on trend strength, trading above more of its moving averages.
TLRY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.13 | 20% below |
| 20 week MA | $3.90 | 36% below |
| 50 week MA | $5.89 | 58% below |
| 100 week MA | $7.39 | 66% below |
| 200 week MA | $13.9 | 82% below |
TLRY is in a downtrend: it's below all five of its weekly moving averages, and 82% 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 TLRY on returns for 2026, with the stronger performance.
TLRY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $162.8 | $85.9 | -47% |
| 2021 | $85.9 | $78.4 | -8.7% |
| 2022 | $78.4 | $27.9 | -64% |
| 2023 | $27.9 | $23.0 | -18% |
| 2024 | $23.0 | $14.3 | -38% |
| 2025 | $14.3 | $9.60 | -33% |
| 2026 YTD | $9.60 | $2.49 | -74% |
TLRY has finished every year since 2020 lower, and it's down 74% so far in 2026.