OSCR
Oscar Health, Inc.
OSCR has the edge over UTHR overall, supported by stronger modeled upside and stronger fundamentals.
UTHR
United Therapeutics Corporation
UTHR 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.
UTHR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
UTHR's profitability, cash flow and balance sheet are currently healthy, and its revenue 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 UTHR in the historical PE scenario, which offers more potential upside but is not a forecast.
UTHR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 12x | $321 | -46% |
| Fair | 16x | $423 | -29% |
| Expensive | 19x | $511 | -14% |
| Current | 22x | $593 | — |
| Forward | 25x | $593 | — |
Historical ranges are pointers, not guarantees.
UTHR's PE is in its expensive range at 22x. Analysts expect earnings to fall, which would put today's price at 25x next year's earnings.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over UTHR on the outlook, with more favorable valuation and earnings expectations.
UTHR Forward outlook
| Metric | Outlook |
|---|---|
| Deteriorating | |
| Decline | |
| Stable | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect UTHR's earnings and profitability to decline, with its revenue holding steady. 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.
UTHR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $24.18 | -8.6% |
| Q3 2026 | $26.46 | +0.1% |
| Q2 2026 | $27.91 | +8.8% |
| Q1 2026 | $27.05 | +7.8% |
| Q4 2025 | $27.86 | +13% |
| Q3 2025 | $26.43 | +16% |
| Q2 2025 | $25.66 | +18% |
| Q1 2025 | $25.10 | +19% |
| Q4 2024 | $24.64 | +24% |
UTHR 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 UTHR 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.
UTHR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $832.5M | +4.1% |
| Q2 2026 | $783.3M | -1.9% |
| Q1 2026 | $781.5M | -1.6% |
| Q4 2025 | $790.2M | +7.4% |
| Q3 2025 | $799.5M | +6.8% |
| Q2 2025 | $798.6M | +12% |
| Q1 2025 | $794.4M | +17% |
| Q4 2024 | $735.9M | +20% |
UTHR's revenue has held roughly level: $833M last quarter, up 4.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 37% | -12 points |
| Q2 2026 | 42% | -3.4 points |
| Q1 2026 | 42% | -6.5 points |
| Q4 2025 | 45% | -3.5 points |
| Q3 2025 | 49% | +2.8 points |
| Q2 2025 | 46% | +0.9 points |
| Q1 2025 | 48% | -4.4 points |
| Q4 2024 | 49% | +6.3 points |
UTHR 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 UTHR on cash flow, with more consistent year-over-year improvement.
UTHR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $125.8M | -64% |
| Q2 2026 | $205.6M | +59% |
| Q1 2026 | $362.5M | -6.2% |
| Q4 2025 | $173.3M | -32% |
| Q3 2025 | $351.6M | +17% |
| Q2 2025 | $129.5M | -31% |
| Q1 2025 | $386.3M | +14% |
| Q4 2024 | $254.5M | +253% |
UTHR's free cash flow has been positive every quarter for seven years: $867M over the past year, down 23% 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 | — |
UTHR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -500K shares |
| 1 year | -4.2% | -2M shares |
| 3 years | -8.9% | -4.4M shares |
| 5 years | -4.8% | -2.3M shares |
| Available history | +3.4% | +1.5M shares |
UTHR has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | — |
| Q1 2026 | $1.5B |
| Q4 2025 | — |
| Q3 2025 | $1B |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
UTHR spent $2B buying back its own shares over the past year, up 100% 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 UTHR on leverage, with a lower net debt burden relative to earnings.
UTHR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.8x | Net Cash |
| Q2 2026 | -1.2x | Net Cash |
| Q1 2026 | -0.8x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -1.0x | Net Cash |
| Q1 2025 | -1.2x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
UTHR 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).
UTHR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.5 | Neutral |
| Stochastic | 80.5 | Overbought |
UTHR's weekly RSI is 61 (neutral) and its Stochastic is 81 (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 UTHR on valuation relative to its sector.
UTHR PE vs Healthcare Sector
| Metric | UTHR | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 26x | 13% below |
| PE % | 100 | 29 | 71 pts above |
UTHR is trading at 22x earnings, a 13% discount 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.
UTHR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $555.1 | 6.9% above |
| 20 week MA | $533.6 | 11% above |
| 50 week MA | $527.2 | 13% above |
| 100 week MA | $438.2 | 35% above |
| 200 week MA | $351.1 | 69% above |
UTHR is in an uptrend: it's above all five of its weekly moving averages, and 69% 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 UTHR on returns for 2026, with the stronger performance.
UTHR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $88.8 | $149.8 | +69% |
| 2021 | $149.8 | $214.0 | +43% |
| 2022 | $214.0 | $278.8 | +30% |
| 2023 | $278.8 | $219.9 | -21% |
| 2024 | $219.9 | $360.0 | +64% |
| 2025 | $360.0 | $507.2 | +41% |
| 2026 YTD | $507.2 | $593.3 | +17% |
UTHR has finished higher in five of the last six years, two of them by more than 50%. It's up 17% so far in 2026.