Added to YB: 2025-05-20
Pitch date: 2025-05-17
OSCR [bullish]
Oscar Health, Inc.
-19.38%
current return
Author Info
No bio for this author
Company Info
Oscar Health, Inc. operates as a healthcare technology company in the United States. The company offers health plans to individuals, families, employees, and small group markets.
Market Cap
$4.0B
Pitch Price
$17.03
Price Target
40.00 (+191%)
Dividend
N/A
EV/EBITDA
-4.97
P/E
-8.05
EV/Sales
0.15
Sector
Insurance
Category
growth
This company offers a compelling case of asymmetric returns - Oscar Health, Inc.
OSCR: Healthcare insurer in ACA market - possible asymmetric return. 3 scenarios: 1) Full ACA repeal (10% prob): $2.77/sh liquidation 2) ACA intact (50% prob): $31.36/sh at 15x P/E on $530M net by 2027 3) ACA subsidy extension (40% prob): $60/sh at 20x P/E. Expected value $40/sh, 33% CAGR from $16.56.
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