- ISIN
- US6877931096
- CUSIP
- 687793109
- Sector
- Healthcare
- Industry
- Healthcare Plans
- IPO Date
- Mar 3, 2021
Highlights
- Market Cap
- $8.09B
- Enterprise Value
- $3.72B
- EPS (TTM)
- -$0.14
- Total Revenue (TTM)
- $13.30B
- Gross Profit (TTM)
- $895.79M
- EBITDA (TTM)
- $19.23M
- Year Range
- $10.69 - $33.10
- Target Price
- $16.75
- ROA (TTM)
- -0.42%
- ROE (TTM)
- -2.37%
- Avg. Volume (1M)
- 4M
- Avg. Volume Value (1M)
- $136.76M
Share Price Chart
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Performance
OSCR Performance Chart
Oscar Health, Inc. (OSCR) is up 117.3% since the beginning of the year. At $31 per share, OSCR is trading 5.7% below its 52-week high of $33. Investors who bought $1,000 worth of OSCR shares 5 years ago would now be looking at an investment worth $1,844.
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Returns By Period
Oscar Health, Inc. (OSCR) has returned 117.26% so far this year and 129.90% over the past 12 months.
Oscar Health, Inc.
- 1D
- -0.03%
- 1M
- -2.98%
- 6M
- 117.56%
- YTD
- 117.26%
- 1Y
- 129.90%
- 3Y*
- 60.93%
- 5Y*
- 13.02%
- 10Y*
- —
- ALL TIME*
- -2.60%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
OSCR Monthly Returns History
Based on dividend-adjusted daily data since Mar 3, 2021, OSCR's average daily return is +0.11%, while the average monthly return is +2.48%. At this rate, an investment would double in approximately 2.4 years.
Historically, 48% of months were positive and 52% were negative. The best month was Nov 2023 with a return of +66.0%, while the worst month was Nov 2021 at -47.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.
On a daily basis, OSCR closed higher 46% of trading days. The best single day was Mar 28, 2023 with a return of +56.3%, while the worst single day was Nov 11, 2021 at -24.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.14% | -4.95% | -15.91% | 60.94% | 20.42% | 28.30% | 9.47% | 117.26% | |||||
| 2025 | 23.51% | -11.99% | -10.27% | -0.76% | 6.07% | 55.36% | -34.47% | 18.58% | 13.63% | -4.91% | -0.17% | -20.03% | 6.92% |
| 2024 | 36.83% | 29.87% | -8.55% | 16.81% | 14.91% | -20.74% | 11.76% | 3.51% | 15.90% | -20.79% | 3.15% | -22.45% | 46.89% |
| 2023 | 56.10% | 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 | -25.33% | -15.44% | 11.04% | -14.82% | -21.26% | -7.91% | 11.55% | -0.63% | -47.92% | -12.78% | -78.19% |
Benchmark Metrics
Oscar Health, Inc. has an annualized alpha of 7.41%, beta of 1.52, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since March 03, 2021.
- This stock participated in 177.97% of S&P 500 Index downside but only 126.43% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 7.41%
- Beta
- 1.52
- R²
- 0.10
- Upside Capture
- 126.43%
- Downside Capture
- 177.97%
Return for Risk
Risk / Return Rank
OSCR ranks 84 for risk / return — above 84% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Oscar Health, Inc. (OSCR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OSCR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 2.00 | +0.37 |
| Martin ratioReturn relative to average drawdown | 4.92 | 8.49 | -3.57 |
Dividends
Dividend History
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.
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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 15.09%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-94.15%Dec 2022 | 1y 9mo | — | 5y 4moMar 2021 - now | Bear market2022 |
-13.89%Mar 2021 | 2d | 5d | 7dMar 2021 - Mar 2021 | — |
Drawdown Indicators
| OSCR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.15% | -56.78% | -37.37% |
Max Drawdown (1Y)Largest decline over 1 year | -51.71% | -9.10% | -42.61% |
Max Drawdown (3Y)Largest decline over 3 years | -53.39% | -18.90% | -34.49% |
Max Drawdown (5Y)Largest decline over 5 years | -88.23% | -25.43% | -62.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -15.09% | -1.58% | -13.51% |
Average DrawdownAverage peak-to-trough decline | -63.84% | -10.70% | -53.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.95% | 2.14% | +22.81% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
Valuation
The Valuation section provides an overview of how Oscar Health, Inc. is priced in the market compared to other companies in the Healthcare Plans industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for OSCR relative to other companies in the Healthcare Plans industry. Currently, OSCR has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for OSCR in comparison with other companies in the Healthcare Plans industry. Currently, OSCR has a P/B value of 6.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
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 | — |
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