Added to YB: 2025-07-29
Pitch date: 2025-07-26
OSCR [neutral]
Oscar Health, Inc.
+15.01%
current return
Author Info
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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
$14.46
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 - A Reality Check
OSCR (overview): Tech-driven ACA insurer with 2M members. Recent Q1 profit ($275M on $3B rev), but slashed 2025 outlook by $500M due to rising medical costs. Under ex-Aetna CEO Bertolini, achieved first annual profit in 2024 ($25M). Bull: tech platform, 45% YoY growth, 81.7% MLR. Bear: regulatory risk, ACA dependence, thin margins.
Read full article (22 min)