Added to YB: 2026-05-08
Pitch date: 2026-05-06
OSCR [neutral]
Oscar Health, Inc.
+5.46%
current return
Author Info
FJ Research is an independent research platform grounded in deep conviction, long-term perspective, and a fundamental belief in ownership-driven decision-making. Sign up for the newsletter.
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
$5.4B
Pitch Price
$19.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.56
P/E
-116.22
EV/Sales
0.08
Sector
Insurance
Category
growth
Oscar Health Just Proved Everyone Wrong.
OSCR (earnings): Q4 members 3.2M (+56% YoY), rev $4.6B (+53%), op earnings $704M (~2.5x YoY), EPS $2.07 beat est $1.06. Membership accelerated despite ACA subsidy fears. FY26 guide reaffirmed, margins expanding, profitability growing. Author's largest personal holding.
Read full article (1 min)