OSCR
Oscar Health, Inc.
OSCR has the edge over VNDA overall, supported by stronger fundamentals and lower modeled downside.
VNDA
Vanda Pharmaceuticals Inc.
VNDA 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.
VNDA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Strong |
VNDA's revenue and balance sheet are currently healthy, but its profitability and cash flow are weak.
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.
VNDA PE Valuation
VNDA 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.
VNDA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect VNDA's losses to shrink, with revenue growing. 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 the edge over VNDA on earnings quality, reporting a profit while its opponent remains loss making.
VNDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$4.63 | -$3.20 |
| Q2 2026 | -$4.64 | -$3.50 |
| Q1 2026 | -$4.06 | -$3.30 |
| Q4 2025 | -$3.74 | -$3.41 |
| Q3 2025 | -$1.43 | -$1.14 |
| Q2 2025 | -$1.14 | -$0.94 |
| Q1 2025 | -$0.76 | -$0.67 |
| Q4 2024 | -$0.33 | -925% |
VNDA lost $4.63 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 VNDA 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 has the edge over VNDA on profitability, with a higher operating margin.
VNDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $69.8M | +24% |
| Q2 2026 | $50.5M | -3.9% |
| Q1 2026 | $51.7M | +3.4% |
| Q4 2025 | $57.2M | +7.6% |
| Q3 2025 | $56.3M | +18% |
| Q2 2025 | $52.6M | +4.2% |
| Q1 2025 | $50M | +5.4% |
| Q4 2024 | $53.2M | +17% |
VNDA's revenue is growing: $70M last quarter, up 24% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -34% | +22 points |
| Q2 2026 | -126% | -53 points |
| Q1 2026 | -97% | -15 points |
| Q4 2025 | -71% | -51 points |
| Q3 2025 | -56% | -33 points |
| Q2 2025 | -73% | -53 points |
| Q1 2025 | -82% | -63 points |
| Q4 2024 | -19% | -3.7 points |
VNDA's operating margin was −34% last quarter, up 22 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 has the edge over VNDA on cash generation, producing positive trailing cash flow while its opponent burns cash.
VNDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$28.7M | +$3M |
| Q2 2026 | -$31.3M | -$15.7M |
| Q1 2026 | -$50.4M | -$16.9M |
| Q4 2025 | -$29.5M | -$27.5M |
| Q3 2025 | -$31.8M | -$17M |
| Q2 2025 | -$15.6M | -$8.5M |
| Q1 2025 | -$33.6M | -544% |
| Q4 2024 | -$2M | +$2M |
VNDA has burned cash in eight of the last eight quarters: −$140M over the past year, against −$83M 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 | — |
VNDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +239K shares |
| 1 year | +2.3% | +1.4M shares |
| 3 years | +5% | +2.9M shares |
| 5 years | +6% | +3.4M shares |
| Available history | +10% | +5.6M shares |
VNDA 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.
VNDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2023 | -80.1x | Net Cash |
| Q2 2023 | -12.2x | Net Cash |
| Q1 2023 | -18.9x | Net Cash |
| Q4 2022 | -14.9x | Net Cash |
| Q3 2022 | -4.5x | Net Cash |
| Q2 2022 | -3.2x | Net Cash |
| Q1 2022 | -2.5x | Net Cash |
| Q4 2021 | -1.2x | Net Cash |
VNDA 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).
VNDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 31.3 | Neutral |
| Stochastic | 11.2 | Oversold |
VNDA's weekly RSI is 31 (neutral) and its Stochastic is 11 (oversold).
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.
VNDA PE vs Healthcare Sector
| Metric | VNDA | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
VNDA 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 VNDA on trend strength, trading above more of its moving averages.
VNDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.23 | 6.6% below |
| 20 week MA | $4.92 | 20% below |
| 50 week MA | $6.12 | 35% below |
| 100 week MA | $5.37 | 26% below |
| 200 week MA | $5.32 | 26% below |
VNDA is in a downtrend: it's below all five of its weekly moving averages, and 26% 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 VNDA on returns for 2026, with the stronger performance.
VNDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $16.8 | $13.3 | -21% |
| 2021 | $13.3 | $18.0 | +35% |
| 2022 | $18.0 | $6.87 | -62% |
| 2023 | $6.87 | $4.22 | -39% |
| 2024 | $4.22 | $4.81 | +14% |
| 2025 | $4.81 | $7.04 | +46% |
| 2026 YTD | $7.04 | $3.95 | -44% |
VNDA has finished lower in three of the last six years. It's down 44% so far in 2026.