OSCR
Oscar Health, Inc.
OSCR has the edge over VMD overall, supported by stronger fundamentals.
VMD
Viemed Healthcare, Inc.
VMD 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.
VMD Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
VMD'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 has the edge over VMD in the historical PE scenario, which offers more potential upside but is not a forecast.
VMD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 18x | $6.92 | -24% |
| Forward | 18x | $9.11 | — |
| Current | 24x | $9.11 | — |
| Fair | 26x | $9.97 | +9.4% |
| Expensive | 36x | $13.67 | +50% |
Historical ranges are pointers, not guarantees.
VMD's PE is in its fair range at 24x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over VMD on the outlook, with more favorable profitability expectations.
VMD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for VMD, with profitability 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.
VMD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.50 | +32% |
| Q3 2026 | $0.38 | +15% |
| Q2 2026 | $0.36 | +5.9% |
| Q1 2026 | $0.37 | +23% |
| Q4 2025 | $0.37 | +32% |
| Q3 2025 | $0.33 | +27% |
| Q2 2025 | $0.34 | +48% |
| Q1 2025 | $0.30 | +20% |
| Q4 2024 | $0.28 | +12% |
VMD 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 VMD 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.
VMD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $80.7M | +12% |
| Q2 2026 | $78.1M | +24% |
| Q1 2026 | $75.4M | +28% |
| Q4 2025 | $76.2M | +26% |
| Q3 2025 | $71.9M | +24% |
| Q2 2025 | $63.1M | +15% |
| Q1 2025 | $59.1M | +17% |
| Q4 2024 | $60.7M | +20% |
VMD's revenue has grown year over year for 20 quarters in a row: $81M last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.6% | +0.8 points |
| Q2 2026 | 5.7% | -2.4 points |
| Q1 2026 | 5.7% | -0.8 points |
| Q4 2025 | 11% | +0.4 points |
| Q3 2025 | 7.8% | -1.8 points |
| Q2 2025 | 8.1% | +1.5 points |
| Q1 2025 | 6.5% | +2.1 points |
| Q4 2024 | 11% | +0.2 points |
VMD 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 VMD on cash flow, with more consistent year-over-year improvement.
VMD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.9M | -73% |
| Q2 2026 | $7.4M | +80% |
| Q1 2026 | $1.4M | +$14M |
| Q4 2025 | $9.7M | +207% |
| Q3 2025 | $10.7M | +516% |
| Q2 2025 | $4.1M | +231% |
| Q1 2025 | -$12.6M | -$7.8M |
| Q4 2024 | $3.2M | -41% |
VMD generated $21M in free cash flow over the past year, about four times what it generated 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 | — |
VMD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +66.6K shares |
| 1 year | +1.7% | +697K shares |
| 3 years | +1.9% | +772K shares |
| 5 years | +1.3% | +533K shares |
| Available history | +3.6% | +1.4M shares |
VMD has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $977,000 |
| Q2 2026 | $5.3M |
| Q1 2026 | $1.4M |
| Q4 2025 | — |
| Q3 2025 | $11.6M |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
VMD spent $8M buying back its own shares over the past year.
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 VMD on leverage, with a lower net debt burden relative to earnings.
VMD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.2x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
VMD 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).
VMD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.9 | Neutral |
| Stochastic | 27.9 | Neutral |
VMD's weekly RSI is 45 (neutral) and its Stochastic is 28 (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 VMD on valuation relative to its sector.
VMD PE vs Healthcare Sector
| Metric | VMD | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 26x | 7.3% below |
| PE % | 39 | 29 | 10 pts above |
VMD is trading at 24x 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 VMD on trend strength, trading above more of its moving averages.
VMD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.34 | 2.5% below |
| 20 week MA | $9.90 | 8% below |
| 50 week MA | $9.25 | 1.5% below |
| 100 week MA | $8.16 | 12% above |
| 200 week MA | $8.23 | 11% above |
VMD has slipped below its 8-, 20- and 50-week averages, though it's still 11% 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 VMD on returns for 2026, with the stronger performance.
VMD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $6.28 | $8.00 | +27% |
| 2021 | $8.00 | $5.59 | -30% |
| 2022 | $5.59 | $7.45 | +33% |
| 2023 | $7.45 | $7.85 | +5.4% |
| 2024 | $7.85 | $8.16 | +3.9% |
| 2025 | $8.16 | $7.30 | -11% |
| 2026 YTD | $7.30 | $9.11 | +25% |
VMD has finished higher in four of the last six years. It's up 25% so far in 2026.