Added to YB: 2025-06-05
Pitch date: 2025-06-03
OSCR [neutral]
Oscar Health, Inc.
+16.95%
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
$3.8B
Pitch Price
$14.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.26
P/E
-13.94
EV/Sales
0.21
Sector
Insurance
Category
growth
Oscar Health $OSCR Valuation and Investment Discussion
OSCR (above fair value): Tech-driven insurance platform with SaaS potential. $5B cash/investments vs $300M debt. EV of $1.5B below current assets. 2025E EV/EBITDA ~4x, TTM P/S 0.35x vs peers 0.7-1.2x. Risks: business model shift, ACA policy changes, competition. Target: $10.5-13 based on 8-10x 2025E EBITDA.
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