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Oscar Health, Inc. (OSCR) Fundamental Analysis & AI Grade 2026

OSCR NYSE Hospital & Medical Service Plans DE CIK: 0001568651
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
61% Confidence
STRONG AGREEMENT
B
58% Conf
B
64% Conf

📊 OSCR Key Takeaways

Revenue: $4.6B
Net Margin: 14.6%
Free Cash Flow: $2.6B
Current Ratio: 1.09x
Debt/Equity: 0.26x
EPS: $2.07
AI Grade: B with 58% confidence
Oscar Health, Inc. (OSCR) receives a B fundamental grade with 61% confidence from our AI analysis based on SEC 10-K filings. With revenue of $4.6B, net profit margin of 14.6%, and return on equity (ROE) of 40.8%, Oscar Health, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete OSCR stock analysis for 2026.

Is Oscar Health, Inc. (OSCR) a Good Investment?

Claude

Oscar Health demonstrates strong profitability margins (15.2% operating, 14.6% net) and exceptional free cash flow generation (2.6B at 56.2% margin), supported by a fortress balance sheet with conservative leverage (0.26x D/E). However, critical red flags emerge from data inconsistencies: net income growth of 0.0% contradicts claimed 40,824% revenue growth, and severe EPS decline (-1,790%) despite flat earnings indicates substantial shareholder dilution, suggesting underlying operational or structural headwinds.

ChatGPT

Oscar has scaled to a large revenue base with strong cash and solid free cash flow despite GAAP losses, indicating meaningful float and low capital intensity. However, margins remain negative with weak ROE and negative interest coverage, so the path to sustained profitability must be demonstrated before fundamentals warrant a more constructive view.

Oscar Health, Inc. Key Strengths (OSCR)

Claude
  • + Exceptional profitability metrics with 40.8% ROE and 14.6% net margin demonstrating strong unit economics
  • + Outstanding free cash flow generation of 2.6B with 56.2% FCF conversion rate, indicating high-quality earnings
  • + Conservative balance sheet with 0.26x debt/equity ratio, 4.8B cash position, and 119.3x interest coverage providing financial flexibility
ChatGPT
  • + Robust cash balance and positive free cash flow with low capex needs
  • + Significant revenue scale and rapid top-line growth
  • + Moderate leverage (Debt/Equity ~0.44x) providing financial flexibility

OSCR Stock Risks: Oscar Health, Inc. Investment Risks

Claude
  • ! Net income stagnation (0.0% YoY growth) despite massive claimed revenue growth suggests potential margin compression, acquisition dilution, or data quality issues
  • ! Catastrophic EPS decline (-1,790%) indicating severe shareholder dilution that destroys per-share economics regardless of absolute profit levels
  • ! Abnormally tight current ratio of 1.09x with high leverage embedded in liabilities despite strong absolute cash position suggests operational cash flow dependency
ChatGPT
  • ! Persistent underwriting losses and thin negative margins (net margin -3.8%)
  • ! Regulatory and reimbursement risk in ACA/Medicare markets
  • ! Negative interest coverage and potential capital strain if claims spike

Key Metrics to Watch

Claude
  • * Reconciliation of revenue growth vs. net income growth and underlying driver analysis (pricing, mix, or costs)
  • * Share count trends and dilution sources over recent quarters relative to equity issuance
  • * Medical loss ratio and unit economics per member in core markets
ChatGPT
  • * Medical Loss Ratio (MLR)/combined ratio
  • * Operating margin progression to sustained positive GAAP operating income

Oscar Health, Inc. (OSCR) Financial Metrics & Key Ratios

Revenue
$4.6B
Net Income
$679.0M
EPS (Diluted)
$2.07
Free Cash Flow
$2.6B
Total Assets
$9.3B
Cash Position
$4.8B

💡 AI Analyst Insight

The 56.2% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

OSCR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 15.2%
Net Margin 14.6%
ROE 40.8%
ROA 7.3%
FCF Margin 56.2%

OSCR vs Healthcare Sector: How Oscar Health, Inc. Compares

How Oscar Health, Inc. compares to Healthcare sector averages

Net Margin
OSCR 14.6%
vs
Sector Avg 12.0%
OSCR Sector
ROE
OSCR 40.8%
vs
Sector Avg 15.0%
OSCR Sector
Current Ratio
OSCR 1.1x
vs
Sector Avg 2.0x
OSCR Sector
Debt/Equity
OSCR 0.3x
vs
Sector Avg 0.6x
OSCR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Oscar Health, Inc. Stock Overvalued? OSCR Valuation Analysis 2026

Based on fundamental analysis, Oscar Health, Inc. appears fundamentally strong relative to the Healthcare sector in 2026.

Return on Equity
40.8%
Sector avg: 15%
Net Profit Margin
14.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.26x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Oscar Health, Inc. Balance Sheet: OSCR Debt, Cash & Liquidity

Current Ratio
1.09x
Quick Ratio
1.09x
Debt/Equity
0.26x
Debt/Assets
82.1%
Interest Coverage
119.30x
Long-term Debt
$430.9M

OSCR Revenue & Earnings Growth: 5-Year Financial Trend

OSCR 5-year financial data: Year 2022: Revenue $61.0M, Net Income -$406.8M, EPS $-14.16. Year 2023: Revenue $61.0M, Net Income -$572.6M, EPS $-3.20. Year 2024: Revenue $64.9M, Net Income -$606.3M, EPS $-2.85. Year 2025: Revenue $28.6M, Net Income -$270.7M, EPS $-1.22.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Oscar Health, Inc.'s revenue has declined by 53% over the 5-year period, indicating business contraction. The most recent EPS of $-1.22 indicates the company is currently unprofitable.

OSCR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
56.2%
Free cash flow / Revenue

OSCR Quarterly Earnings & Performance

Quarterly financial performance data for Oscar Health, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $4.3M $275.3M $0.92
Q3 2025 $4.9M -$54.6M $-0.22
Q2 2025 $5.2M $46.9M $0.17
Q1 2025 $4.3M $177.4M $0.62
Q3 2024 $4.9M -$54.6M $-0.22
Q2 2024 $5.1M -$15.5M $-0.07
Q1 2024 $5.0M -$39.8M $-0.18
Q3 2023 $3.9M -$65.4M $-0.29

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Oscar Health, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.6B
Cash generated from operations
Capital Expenditures
$8.8M
Investment in assets
Dividends
None
No dividend program

OSCR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Oscar Health, Inc. (CIK: 0001568651)

📋 Recent SEC Filings

Date Form Document Action
May 20, 2026 4 xslF345X06/wk-form4_1779308229.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779135348.xml View →
May 7, 2026 10-Q oscr-20260331.htm View →
May 6, 2026 8-K oscr-20260506.htm View →
Apr 22, 2026 DEF 14A ny20059895x771_def14a.htm View →

Frequently Asked Questions about OSCR

What is the AI rating for OSCR?

Oscar Health, Inc. (OSCR) has a Combined AI Grade of B from Claude (B) and ChatGPT (B) with 61% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are OSCR's key strengths?

Claude: Exceptional profitability metrics with 40.8% ROE and 14.6% net margin demonstrating strong unit economics. Outstanding free cash flow generation of 2.6B with 56.2% FCF conversion rate, indicating high-quality earnings. ChatGPT: Robust cash balance and positive free cash flow with low capex needs. Significant revenue scale and rapid top-line growth.

What are the risks of investing in OSCR?

Claude: Net income stagnation (0.0% YoY growth) despite massive claimed revenue growth suggests potential margin compression, acquisition dilution, or data quality issues. Catastrophic EPS decline (-1,790%) indicating severe shareholder dilution that destroys per-share economics regardless of absolute profit levels. ChatGPT: Persistent underwriting losses and thin negative margins (net margin -3.8%). Regulatory and reimbursement risk in ACA/Medicare markets.

What is OSCR's revenue and growth?

Oscar Health, Inc. reported revenue of $4.6B.

Does OSCR pay dividends?

Oscar Health, Inc. does not currently pay dividends.

Where can I find OSCR SEC filings?

Official SEC filings for Oscar Health, Inc. (CIK: 0001568651) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OSCR's EPS?

Oscar Health, Inc. has a diluted EPS of $2.07.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is OSCR's fundamental grade?

Based on our AI fundamental analysis in May 2026, Oscar Health, Inc. has a B grade with 61% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is OSCR stock overvalued or undervalued?

Valuation metrics for OSCR: ROE of 40.8% (sector avg: 15%), net margin of 14.6% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

What is OSCR's AI grade for 2026?

Our dual AI analysis gives Oscar Health, Inc. a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is OSCR's free cash flow?

Oscar Health, Inc.'s operating cash flow is $2.6B, with capital expenditures of $8.8M. FCF margin is 56.2%.

How does OSCR compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 14.6% (avg: 12%), ROE 40.8% (avg: 15%), current ratio 1.09 (avg: 2).

Why is OSCR's return on equity (ROE) so high?

Oscar Health, Inc. has a return on equity of 40.8%, significantly above the Healthcare sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 14.6% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI