Added to YB: 2025-06-20
Pitch date: 2025-06-19
OSCR [bullish]
Oscar Health, Inc.
-22.83%
current return
Author Info
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
375.40 (+2157%)
Dividend
N/A
EV/EBITDA
-14.26
P/E
-13.94
EV/Sales
0.21
Sector
Insurance
Category
growth
Oscar Health: ~20X Upside, If Republicans Stay Aligned with Their Voters.
OSCR: Trading at 0.4x P/S due to ACA subsidy renewal fears, but 64% of members in red states make Republican cuts unlikely. 2M members added in 15 months signals strong value proposition. Improving MLR (75.4% Q1'25) & declining SG&A (15.8%) show operational efficiency. 8-10x P/S fair value = 20x upside. Executing 'Costco Algorithm' in healthcare.
Read full article (8 min)