OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
WST
West Pharmaceutical Services, Inc.
WST has a slight edge over OSCR overall, supported by lower modeled downside and stronger modeled upside.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
WST Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
WST'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 WST in the historical PE scenario, which offers more potential upside but is not a forecast.
WST PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 35x | $314 | -24% |
| Forward | 41x | $411 | — |
| Current | 46x | $411 | — |
| Fair | 47x | $417 | +1.3% |
| Expensive | 61x | $544 | +32% |
Historical ranges are pointers, not guarantees.
WST's PE is in its fair range at 46x. If earnings grow as analysts expect, today's price would be 41x next year's earnings, in its cheap range.
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.
WST Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for WST, with profitability improving.
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.
WST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.04 | +13% |
| Q3 2026 | $8.91 | +32% |
| Q2 2026 | $7.81 | +17% |
| Q1 2026 | $7.48 | +17% |
| Q4 2025 | $6.79 | +1.5% |
| Q3 2025 | $6.75 | +0.1% |
| Q2 2025 | $6.68 | -5% |
| Q1 2025 | $6.37 | -16% |
| Q4 2024 | $6.69 | -15% |
WST 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 WST 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.
WST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $874.5M | +8.7% |
| Q2 2026 | $872.3M | +14% |
| Q1 2026 | $844.9M | +21% |
| Q4 2025 | $805M | +7.5% |
| Q3 2025 | $804.6M | +7.7% |
| Q2 2025 | $766.5M | +9.2% |
| Q1 2025 | $698M | +0.4% |
| Q4 2024 | $748.8M | +2.3% |
WST's revenue has grown year over year for eight quarters in a row: $875M last quarter, up 8.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 31% | +9.8 points |
| Q2 2026 | 21% | +0.5 points |
| Q1 2026 | 21% | +5.6 points |
| Q4 2025 | 19% | -1.9 points |
| Q3 2025 | 21% | -0.8 points |
| Q2 2025 | 20% | +2.1 points |
| Q1 2025 | 15% | -2.3 points |
| Q4 2024 | 21% | -0.7 points |
WST 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 WST on cash flow, with more consistent year-over-year improvement.
WST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $150.4M | +12% |
| Q2 2026 | $80.8M | -21% |
| Q1 2026 | $47.2M | -19% |
| Q4 2025 | $175M | +105% |
| Q3 2025 | $133.9M | +36% |
| Q2 2025 | $101.9M | +57% |
| Q1 2025 | $58.1M | +111% |
| Q4 2024 | $85.2M | -35% |
WST's free cash flow has been positive every quarter for seven years: $453M over the past year, up 20% 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 | — |
WST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -500K shares |
| 1 year | -2.5% | -1.8M shares |
| 3 years | -6% | -4.5M shares |
| 5 years | -6.8% | -5.2M shares |
| Available history | -6.1% | -4.6M shares |
WST has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $231M |
| Q2 2026 | $156.7M |
| Q1 2026 | $297.6M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $500,000 |
| Q1 2025 | $133.5M |
| Q4 2024 | $54.4M |
WST spent $685M buying back its own shares over the past year, about four times what it spent 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 WST on leverage, with a lower net debt burden relative to earnings.
WST Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.4x | Net Cash |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
WST 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).
WST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.6 | Neutral |
| Stochastic | 71.9 | Neutral |
WST's weekly RSI is 70 (neutral) and its Stochastic is 72 (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 WST on valuation relative to its sector.
WST PE vs Healthcare Sector
| Metric | WST | Sector median | Relative |
|---|---|---|---|
| PE | 46x | 26x | 79% above |
| PE % | 47 | 29 | 18 pts above |
WST is trading at 46x earnings, a 79% premium 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.
WST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $387.7 | 6.1% above |
| 20 week MA | $364.5 | 13% above |
| 50 week MA | $312.1 | 32% above |
| 100 week MA | $282.5 | 46% above |
| 200 week MA | $313.1 | 31% above |
WST has climbed back above all five of its weekly moving averages, and it's now 31% 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 WST on returns for 2026, with the stronger performance.
WST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $150.8 | $283.0 | +88% |
| 2021 | $283.0 | $459.8 | +63% |
| 2022 | $459.8 | $235.1 | -49% |
| 2023 | $235.1 | $352.1 | +50% |
| 2024 | $352.1 | $333.2 | -5.4% |
| 2025 | $333.2 | $274.3 | -18% |
| 2026 YTD | $274.3 | $411.3 | +50% |
WST is up 50% so far in 2026, after finishing lower in three of the previous six years.