Added to YB: 2025-10-16
Pitch date: 2025-10-14
OSCR [neutral]
Oscar Health, Inc.
+7.48%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
N/A
Pitch Price
$20.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
55.69
P/E
N/A
EV/Sales
N/A
Sector
Insurance
Category
value
Show full summary:
Oscar Health: Navigating a Chronic Illness Boom.
OSCR (update): MLR up 12pts YoY due to rising market morbidity/sicker ACA members. Rev $2.9B +29% YoY, 2M+ subscribers +28%. $577M excess capital cushion. Trading <0.5x sales on ACA subsidy renewal concerns. Mgmt expects 2026 rate increases 'multiple times' 2024 levels. Thesis: re-price book, return profitability 2026.
Read full article (4 min)