Added to YB: 2025-08-01
Pitch date: 2025-07-30
OSCR [bullish]
Oscar Health, Inc.
+10.63%
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
$14.20
Price Target
140.00 (+791%)
Dividend
N/A
EV/EBITDA
-14.26
P/E
-13.94
EV/Sales
0.21
Sector
Insurance
Category
turnaround
Oscar Health: Undervalued or Overhyped? (Ticker: OSCR)
OSCR: Health insurer w/2M members up 51.5% since 2019; 7% ACA mkt share. Digital tech, UX beats legacy; NPS higher than industry. MLR issues (86-87% vs 80% ceiling) causing $230M op loss in 2025, but 2027 targets: $12-13B rev, 5% margin. Bertolini (ex-Aetna CEO) driving turnaround. Upside: ICHRA growth, +Oscar software. 4-10x potential at current $4B cap.
Read full article (12 min)