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Oscar Health, Inc. (OSCR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6877931096

CUSIP

687793109

Sector

Healthcare

IPO Date

Mar 3, 2021

Highlights

Market Cap

$3.34B

EPS (TTM)

-$0.02

Total Revenue (TTM)

$8.22B

Gross Profit (TTM)

$8.22B

EBITDA (TTM)

$90.84M

Year Range

$8.14 - $23.79

Target Price

$19.36

Short %

8.35%

Short Ratio

3.24

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
OSCR vs. ROOT OSCR vs. COST OSCR vs. SPY OSCR vs. MRK OSCR vs. JPM OSCR vs. JXN
Popular comparisons:
OSCR vs. ROOT OSCR vs. COST OSCR vs. SPY OSCR vs. MRK OSCR vs. JPM OSCR vs. JXN

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Oscar Health, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
-25.83%
7.29%
OSCR (Oscar Health, Inc.)
Benchmark (^GSPC)

Returns By Period

Oscar Health, Inc. had a return of 46.23% year-to-date (YTD) and 67.04% in the last 12 months.


OSCR

YTD

46.23%

1M

-16.27%

6M

-30.42%

1Y

67.04%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of OSCR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202436.83%29.87%-8.55%16.81%14.91%-20.74%11.76%3.51%15.90%-20.79%3.15%46.23%
202356.10%44.27%18.05%2.91%9.06%9.81%-6.70%-16.62%-11.16%-8.08%66.02%7.65%271.95%
2022-14.65%8.81%36.76%-26.18%-34.24%-12.19%27.06%22.78%-24.74%-25.25%-22.79%-14.58%-68.66%
2021-22.76%-15.44%11.04%-14.82%-21.26%-7.91%11.55%-0.63%-47.92%-12.78%-77.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 77, OSCR is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of OSCR is 7777
Overall Rank
The Sharpe Ratio Rank of OSCR is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of OSCR is 7979
Sortino Ratio Rank
The Omega Ratio Rank of OSCR is 7474
Omega Ratio Rank
The Calmar Ratio Rank of OSCR is 7979
Calmar Ratio Rank
The Martin Ratio Rank of OSCR is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Oscar Health, Inc. (OSCR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for OSCR, currently valued at 1.01, compared to the broader market-4.00-2.000.002.001.011.90
The chart of Sortino ratio for OSCR, currently valued at 1.87, compared to the broader market-4.00-2.000.002.004.001.872.54
The chart of Omega ratio for OSCR, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.35
The chart of Calmar ratio for OSCR, currently valued at 0.95, compared to the broader market0.002.004.006.000.952.81
The chart of Martin ratio for OSCR, currently valued at 3.47, compared to the broader market0.0010.0020.003.4712.39
OSCR
^GSPC

The current Oscar Health, Inc. Sharpe ratio is 1.01. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Oscar Health, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.01
1.90
OSCR (Oscar Health, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Oscar Health, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-63.61%
-3.58%
OSCR (Oscar Health, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Oscar Health, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Oscar Health, Inc. was 94.15%, occurring on Dec 21, 2022. The portfolio has not yet recovered.

The current Oscar Health, Inc. drawdown is 63.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.15%Mar 11, 2021451Dec 21, 2022
-10.92%Mar 4, 20212Mar 5, 20213Mar 10, 20215

Volatility

Volatility Chart

The current Oscar Health, Inc. volatility is 23.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%JulyAugustSeptemberOctoberNovemberDecember
23.88%
3.64%
OSCR (Oscar Health, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Oscar Health, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Oscar Health, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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