OSCR
Oscar Health, Inc.
OSCR offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
VCYT
Veracyte, Inc.
VCYT has the 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.
VCYT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
VCYT's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
VCYT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 16x | $24.63 | — |
| Forward | 16x | $24.63 | — |
| Cheap | 35x | $54.07 | +120% |
| Fair | 64x | $99.04 | +302% |
| Expensive | 105x | $162 | +558% |
Historical ranges are pointers, not guarantees.
VCYT has the edge over OSCR in the historical PE scenario, which offers more potential upside but is not a forecast.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over VCYT on the outlook, with more favorable valuation and earnings expectations.
VCYT Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Stable | |
| Growth | |
| Strongly weakening | |
| Limited | |
| Moderate |
Analysts expect VCYT's revenue to grow, but its profitability to weaken.
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.
VCYT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.52 | -1.2% |
| Q3 2026 | $1.54 | +295% |
| Q2 2026 | $1.40 | +312% |
| Q1 2026 | $1.08 | +157% |
| Q4 2025 | $0.82 | +165% |
| Q3 2025 | $0.39 | +$0.53 |
| Q2 2025 | $0.34 | +$1.08 |
| Q1 2025 | $0.42 | +$1.35 |
| Q4 2024 | $0.31 | +$1.33 |
VCYT 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 VCYT 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.
VCYT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $151.8M | +15% |
| Q2 2026 | $150.3M | +15% |
| Q1 2026 | $139.1M | +21% |
| Q4 2025 | $140.6M | +19% |
| Q3 2025 | $131.9M | +14% |
| Q2 2025 | $130.2M | +14% |
| Q1 2025 | $114.5M | +18% |
| Q4 2024 | $118.6M | +21% |
VCYT's revenue has grown year over year every quarter since late 2020: $152M last quarter, up 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | -6.5 points |
| Q2 2026 | 15% | +19 points |
| Q1 2026 | 16% | +14 points |
| Q4 2025 | 26% | +23 points |
| Q3 2025 | 17% | +7 points |
| Q2 2025 | -4% | -8.1 points |
| Q1 2025 | 2.5% | +7.3 points |
| Q4 2024 | 3.5% | +40 points |
VCYT 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.
VCYT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $37.9M | -9.6% |
| Q2 2026 | $43M | +33% |
| Q1 2026 | $32.3M | +810% |
| Q4 2025 | $48.8M | +139% |
| Q3 2025 | $42M | +51% |
| Q2 2025 | $32.3M | +21% |
| Q1 2025 | $3.5M | +$14.6M |
| Q4 2024 | $20.4M | +56% |
VCYT has the edge over OSCR on cash flow, with more consistent year-over-year improvement.
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 | — |
VCYT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.9% | +724K shares |
| 1 year | +3.9% | +3.1M shares |
| 3 years | +14% | +10M shares |
| 5 years | +19% | +13M shares |
| Available history | +69% | +33.7M shares |
VCYT 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 VCYT on leverage, with a lower net debt burden relative to earnings.
VCYT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.7x | Net Cash |
| Q2 2026 | -2.4x | Net Cash |
| Q1 2026 | -2.7x | Net Cash |
| Q4 2025 | -4.6x | Net Cash |
| Q3 2025 | -6.7x | Net Cash |
| Q2 2025 | -6.0x | Net Cash |
| Q1 2025 | -4.0x | Net Cash |
| Q4 2024 | -6.0x | Net Cash |
VCYT 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).
VCYT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.0 | Neutral |
| Stochastic | 23.4 | Neutral |
VCYT's weekly RSI is 33 (neutral) and its Stochastic is 23 (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 VCYT on valuation relative to its sector.
VCYT PE vs Healthcare Sector
| Metric | VCYT | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 26x | 38% below |
| PE % | 1 | 29 | 28 pts below |
VCYT is trading at 16x earnings, a 38% 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 has the edge over VCYT on trend strength, trading above more of its moving averages.
VCYT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $40.8 | 40% below |
| 20 week MA | $45.0 | 45% below |
| 50 week MA | $41.9 | 41% below |
| 100 week MA | $37.8 | 35% below |
| 200 week MA | $31.8 | 23% below |
VCYT is in a downtrend: it's below all five of its weekly moving averages, and 23% 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 VCYT on returns for 2026, with the stronger performance.
VCYT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $29.1 | $55.8 | +92% |
| 2021 | $55.8 | $40.5 | -27% |
| 2022 | $40.5 | $24.6 | -39% |
| 2023 | $24.6 | $27.5 | +12% |
| 2024 | $27.5 | $40.1 | +46% |
| 2025 | $40.1 | $42.5 | +5.9% |
| 2026 YTD | $42.5 | $24.6 | -42% |
VCYT is down 42% so far in 2026, after finishing higher in four of the previous six years.