OSCR
Oscar Health, Inc.
OSCR has the edge over TMO overall, supported by stronger fundamentals and stronger modeled upside.
TMO
Thermo Fisher Scientific Inc.
TMO 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.
TMO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Under pressure |
TMO's revenue, profitability and cash flow are currently healthy, but its balance sheet 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 TMO in the historical PE scenario, which offers more potential upside but is not a forecast.
TMO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 26x | $699 | — |
| Cheap | 27x | $514 | -27% |
| Fair | 32x | $610 | -13% |
| Expensive | 37x | $708 | +1.2% |
| Current | 37x | $699 | — |
Historical ranges are pointers, not guarantees.
TMO's PE is in its expensive range at 37x. If earnings grow as analysts expect, today's price would be 26x next year's earnings, in its cheap range.
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.
TMO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for TMO, with profitability improving.
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.
TMO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $26.95 | +42% |
| Q3 2026 | $18.96 | +9.5% |
| Q2 2026 | $18.59 | +7.5% |
| Q1 2026 | $18.19 | +6.7% |
| Q4 2025 | $17.74 | +7.3% |
| Q3 2025 | $17.31 | +8.5% |
| Q2 2025 | $17.29 | +7.3% |
| Q1 2025 | $17.05 | +9.4% |
| Q4 2024 | $16.53 | +7% |
TMO 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 TMO 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.
TMO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $12.1B | +9.1% |
| Q2 2026 | $12B | +10% |
| Q1 2026 | $11B | +6.2% |
| Q4 2025 | $12.2B | +7.2% |
| Q3 2025 | $11.1B | +4.9% |
| Q2 2025 | $10.9B | +3% |
| Q1 2025 | $10.4B | +0.2% |
| Q4 2024 | $11.4B | +4.7% |
TMO's revenue has grown year over year for nine quarters in a row: $12.1B last quarter, up 9.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +1.2 points |
| Q2 2026 | 17% | +0.5 points |
| Q1 2026 | 17% | +0.4 points |
| Q4 2025 | 18% | +0.8 points |
| Q3 2025 | 17% | +0.1 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 17% | +0.5 points |
| Q4 2024 | 18% | +0.7 points |
TMO 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 TMO on cash flow, with more consistent year-over-year improvement.
TMO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.1B | +15% |
| Q2 2026 | $1.7B | +52% |
| Q1 2026 | $816M | +126% |
| Q4 2025 | $3B | +6.5% |
| Q3 2025 | $1.8B | -3.1% |
| Q2 2025 | $1.1B | -33% |
| Q1 2025 | $361M | -60% |
| Q4 2024 | $2.8B | -15% |
TMO's free cash flow has been positive every quarter for seven years: $7.6B over the past year, up 24% 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 | — |
TMO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | -1.9% | -7M shares |
| 3 years | -4.4% | -17M shares |
| 5 years | -6.5% | -26M shares |
| Available history | -7.9% | -32M shares |
TMO has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $1B |
| Q1 2026 | $3B |
| Q4 2025 | $37M |
| Q3 2025 | $963M |
| Q2 2025 | — |
| Q1 2025 | $2B |
| Q4 2024 | $1B |
TMO spent $4B buying back its own shares over the past year, up 1.9% 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 TMO on leverage, with a lower net debt burden relative to earnings.
TMO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.1x | Elevated |
| Q2 2026 | 3.5x | Elevated |
| Q1 2026 | 3.7x | Elevated |
| Q4 2025 | 2.8x | Moderate |
| Q3 2025 | 3.3x | Elevated |
| Q2 2025 | 3.0x | Moderate |
| Q1 2025 | 2.9x | Moderate |
| Q4 2024 | 2.6x | Moderate |
TMO's net debt is about 3.1 years of its operating earnings (EBITDA), down from 3.3 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).
TMO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 70.4 | Overbought |
| Stochastic | 86.6 | Overbought |
TMO's weekly RSI is 70 (overbought) and its Stochastic is 87 (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 TMO on valuation relative to its sector.
TMO PE vs Healthcare Sector
| Metric | TMO | Sector median | Relative |
|---|---|---|---|
| PE | 37x | 26x | 43% above |
| PE % | 79 | 29 | 50 pts above |
TMO is trading at 37x earnings, a 43% premium to 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.
TMO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $680.4 | 2.8% above |
| 20 week MA | $623.9 | 12% above |
| 50 week MA | $560.3 | 25% above |
| 100 week MA | $526.4 | 33% above |
| 200 week MA | $538.4 | 30% above |
TMO has climbed back above all five of its weekly moving averages, and it's now 30% 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 TMO on returns for 2026, with the stronger performance.
TMO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $326.6 | $458.1 | +40% |
| 2021 | $458.1 | $650.7 | +42% |
| 2022 | $650.7 | $540.7 | -17% |
| 2023 | $540.7 | $530.8 | -1.8% |
| 2024 | $530.8 | $526.1 | -0.9% |
| 2025 | $526.1 | $580.7 | +10% |
| 2026 YTD | $580.7 | $699.4 | +20% |
TMO has finished lower in three of the last six years. It's up 20% so far in 2026.