Added to YB: 2025-06-20
Pitch date: 2025-06-18
OSCR [neutral]
Oscar Health, Inc.
-22.83%
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
$21.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.26
P/E
-13.94
EV/Sales
0.21
Sector
Insurance
Category
growth
OSCR summary including Bull and Bear Cases
OSCR (overview): Health insurer + tech platform trading at 35x fwd P/E. Bull: 40% YoY revenue growth, profitable Q1 2025, strong cash position, AI-driven efficiency (lowest SG&A ratio ever), '+Oscar Platform' diversification. Bear: ACA subsidy expiration Dec 2025, competition from UnitedHealth/Anthem/Centene, MLR volatility, payment delay allegations.
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