OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
TMDX
TransMedics Group, Inc.
TMDX has a slight edge over OSCR overall, supported by stronger valuation and lower modeled downside.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
TMDX Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Stable | |
| Strong |
TMDX's revenue, profitability and balance sheet are currently healthy, and its cash flow is 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 TMDX in the historical PE scenario, which offers more potential upside but is not a forecast.
TMDX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 21x | $75.93 | -17% |
| Current | 25x | $92.00 | — |
| Forward | 41x | $92.00 | — |
| Fair | 59x | $217 | +136% |
| Expensive | 91x | $335 | +264% |
Historical ranges are pointers, not guarantees.
TMDX's PE is in its cheap range at 25x. On analysts' estimates for next year's earnings, today's price would be 41x.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over TMDX on the outlook, with more favorable valuation and profitability expectations.
TMDX Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for TMDX, 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.
TMDX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.22 | -39% |
| Q3 2026 | $3.66 | +48% |
| Q2 2026 | $3.86 | +100% |
| Q1 2026 | $4.37 | +221% |
| Q4 2025 | $4.87 | +382% |
| Q3 2025 | $2.47 | +163% |
| Q2 2025 | $1.93 | +4725% |
| Q1 2025 | $1.36 | +$1.70 |
| Q4 2024 | $1.01 | +$1.78 |
TMDX 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 TMDX 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.
TMDX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $203M | +41% |
| Q2 2026 | $189.9M | +21% |
| Q1 2026 | $173.9M | +21% |
| Q4 2025 | $160.8M | +32% |
| Q3 2025 | $143.8M | +32% |
| Q2 2025 | $157.4M | +38% |
| Q1 2025 | $143.5M | +48% |
| Q4 2024 | $121.6M | +50% |
TMDX's revenue has grown year over year for 20 quarters in a row: $203M last quarter, up 41% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | -2.3 points |
| Q2 2026 | 13% | -11 points |
| Q1 2026 | 7.6% | -12 points |
| Q4 2025 | 13% | +6.1 points |
| Q3 2025 | 16% | +13 points |
| Q2 2025 | 23% | +12 points |
| Q1 2025 | 19% | +6.3 points |
| Q4 2024 | 7.1% | +3.9 points |
TMDX 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 usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
TMDX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $27.6M | -55% |
| Q2 2026 | $10.2M | -88% |
| Q1 2026 | -$12.1M | +$17.8M |
| Q4 2025 | $19M | +214% |
| Q3 2025 | $61.9M | +$103.3M |
| Q2 2025 | $82.5M | +4122% |
| Q1 2025 | -$29.9M | +$17.7M |
| Q4 2024 | $6.1M | +$39.6M |
TMDX has burned cash in most quarters: $45M over the past year, down 63% 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 | — |
TMDX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +124K shares |
| 1 year | +0.2% | +85.2K shares |
| 3 years | +25% | +8.2M shares |
| 5 years | +47% | +13.1M shares |
| Available history | +92% | +19.6M shares |
TMDX 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 the edge over TMDX on leverage, with a lower net debt burden relative to earnings.
TMDX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.5x | Net Cash |
| Q2 2026 | -3.8x | Net Cash |
| Q1 2026 | -3.5x | Net Cash |
| Q4 2025 | -3.5x | Net Cash |
| Q3 2025 | -3.8x | Net Cash |
| Q2 2025 | -4.0x | Net Cash |
| Q1 2025 | -4.2x | Net Cash |
| Q4 2024 | -5.9x | Net Cash |
TMDX 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).
TMDX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.8 | Neutral |
| Stochastic | 54.9 | Neutral |
TMDX's weekly RSI is 55 (neutral) and its Stochastic is 55 (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 TMDX on valuation relative to its sector.
TMDX PE vs Healthcare Sector
| Metric | TMDX | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 26x | 2.7% below |
| PE % | 29 | 29 | Same percentile |
TMDX is trading at 25x 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 has the edge over TMDX on trend strength, trading above more of its moving averages.
TMDX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $78.8 | 17% above |
| 20 week MA | $80.4 | 14% above |
| 50 week MA | $98.1 | 6.2% below |
| 100 week MA | $99.8 | 7.9% below |
| 200 week MA | $96.2 | 4.4% below |
TMDX has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 4.4% 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 TMDX on returns for 2026, with the stronger performance.
TMDX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.6 | $18.8 | +1% |
| 2021 | $18.8 | $21.0 | +12% |
| 2022 | $21.0 | $59.5 | +183% |
| 2023 | $59.5 | $78.9 | +33% |
| 2024 | $78.9 | $61.0 | -23% |
| 2025 | $61.0 | $124.2 | +104% |
| 2026 YTD | $124.2 | $92.0 | -26% |
TMDX has finished higher in five of the last six years, two of them by more than 50%. It's down 26% so far in 2026.