OSCR
Oscar Health, Inc.
OSCR has the edge over TWST overall, supported by stronger fundamentals and lower modeled downside.
TWST
Twist Bioscience Corporation
TWST 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.
TWST Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
TWST's revenue is currently healthy, but its profitability and cash flow are weak. 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.
TWST PE Valuation
TWST 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.
TWST Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect TWST's losses to shrink, with revenue growing.
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 TWST in the latest year-over-year earnings comparison.
TWST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.09 | -$0.79 |
TWST lost $2.09 per share over the past year, a bigger loss than the year before.
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 TWST 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 has the edge over TWST on profitability, with a higher operating margin.
TWST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $126.6M | +28% |
| Q2 2026 | $118.4M | +23% |
| Q1 2026 | $110.7M | +19% |
| Q4 2025 | $103.7M | +17% |
TWST's revenue has grown year over year every quarter since late 2025: $127M last quarter, up 28% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -31% | +0.7 points |
| Q1 2026 | -41% | +3.4 points |
| Q4 2025 | -32% | +7.3 points |
| Q3 2025 | -30% | N/A |
| Q2 2025 | -31% | N/A |
| Q1 2025 | -45% | N/A |
| Q4 2024 | -39% | N/A |
TWST's operating margin was −31% last quarter, up 0.7 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 usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
TWST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$8.6M | +$1.9M |
| Q1 2026 | -$25.4M | -$8.3M |
| Q4 2025 | -$34.8M | -$11.1M |
TWST and OSCR do not have enough comparable growth data to identify a winner.
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 | — |
TWST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.1% | +701K shares |
| 1 year | +2% | +1.2M shares |
TWST 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.
TWST Net Leverage
TWST'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).
TWST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.9 | Neutral |
| Stochastic | 32.4 | Neutral |
TWST's weekly RSI is 49 (neutral) and its Stochastic is 32 (neutral).
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.
TWST PE vs Healthcare Sector
TWST 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 TWST on trend strength, trading above more of its moving averages.
TWST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $149.0 | 23% below |
| 20 week MA | $129.9 | 12% below |
| 50 week MA | $82.7 | 38% above |
| 100 week MA | $59.4 | 92% above |
| 200 week MA | $45.3 | 152% above |
TWST has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 152% 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's yearly returns have swung widely, from +314% in 2023 to −74% in 2021. It's up 114% so far in 2026.
TWST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $22.0 | $164.0 | +644% |
| 2021 | $164.0 | $84.5 | -48% |
| 2022 | $84.5 | $23.2 | -73% |
| 2023 | $23.2 | $36.9 | +59% |
| 2024 | $36.9 | $48.2 | +31% |
| 2025 | $48.2 | $33.1 | -31% |
| 2026 YTD | $33.1 | $114.2 | +246% |
TWST has the edge over OSCR on returns for 2026, with the stronger performance.