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OSCR vs. JPM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between OSCR and JPM is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

OSCR vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oscar Health, Inc. (OSCR) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

OSCR:

-0.41

JPM:

1.26

Sortino Ratio

OSCR:

-0.25

JPM:

1.82

Omega Ratio

OSCR:

0.97

JPM:

1.26

Calmar Ratio

OSCR:

-0.47

JPM:

1.45

Martin Ratio

OSCR:

-1.06

JPM:

4.83

Ulcer Index

OSCR:

30.52%

JPM:

7.32%

Daily Std Dev

OSCR:

75.24%

JPM:

28.36%

Max Drawdown

OSCR:

-94.15%

JPM:

-74.02%

Current Drawdown

OSCR:

-62.47%

JPM:

-5.12%

Fundamentals

Market Cap

OSCR:

$3.51B

JPM:

$734.71B

EPS

OSCR:

$0.40

JPM:

$20.38

PE Ratio

OSCR:

34.50

JPM:

12.97

PS Ratio

OSCR:

0.35

JPM:

4.35

PB Ratio

OSCR:

2.64

JPM:

2.21

Total Revenue (TTM)

OSCR:

$10.08B

JPM:

$273.42B

Gross Profit (TTM)

OSCR:

$10.08B

JPM:

$160.72B

EBITDA (TTM)

OSCR:

$197.58M

JPM:

$84.16B

Returns By Period

In the year-to-date period, OSCR achieves a 2.68% return, which is significantly lower than JPM's 11.38% return.


OSCR

YTD

2.68%

1M

6.07%

6M

-20.37%

1Y

-30.48%

3Y*

41.80%

5Y*

N/A

10Y*

N/A

JPM

YTD

11.38%

1M

7.92%

6M

6.92%

1Y

35.52%

3Y*

29.41%

5Y*

25.54%

10Y*

18.06%

*Annualized

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Oscar Health, Inc.

JPMorgan Chase & Co.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

OSCR vs. JPM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OSCR
The Risk-Adjusted Performance Rank of OSCR is 2525
Overall Rank
The Sharpe Ratio Rank of OSCR is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of OSCR is 2828
Sortino Ratio Rank
The Omega Ratio Rank of OSCR is 2929
Omega Ratio Rank
The Calmar Ratio Rank of OSCR is 2020
Calmar Ratio Rank
The Martin Ratio Rank of OSCR is 2323
Martin Ratio Rank

JPM
The Risk-Adjusted Performance Rank of JPM is 8585
Overall Rank
The Sharpe Ratio Rank of JPM is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of JPM is 8282
Sortino Ratio Rank
The Omega Ratio Rank of JPM is 8383
Omega Ratio Rank
The Calmar Ratio Rank of JPM is 8888
Calmar Ratio Rank
The Martin Ratio Rank of JPM is 8585
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.

OSCR vs. JPM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Oscar Health, Inc. (OSCR) and JPMorgan Chase & Co. (JPM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current OSCR Sharpe Ratio is -0.41, which is lower than the JPM Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of OSCR and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

OSCR vs. JPM - Dividend Comparison

OSCR has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 1.91%.


TTM20242023202220212020201920182017201620152014
OSCR
Oscar Health, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JPM
JPMorgan Chase & Co.
1.91%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%2.49%

Drawdowns

OSCR vs. JPM - Drawdown Comparison

The maximum OSCR drawdown since its inception was -94.15%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for OSCR and JPM.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

OSCR vs. JPM - Volatility Comparison

Oscar Health, Inc. (OSCR) has a higher volatility of 32.01% compared to JPMorgan Chase & Co. (JPM) at 5.18%. This indicates that OSCR's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

OSCR vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Oscar Health, Inc. and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00B60.00B70.00B20212022202320242025
3.05B
68.91B
(OSCR) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

OSCR vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between Oscar Health, Inc. and JPMorgan Chase & Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
61.0%
(OSCR) Gross Margin
(JPM) Gross Margin
OSCR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Oscar Health, Inc. reported a gross profit of 3.05B and revenue of 3.05B. Therefore, the gross margin over that period was 100.0%.

JPM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 42.01B and revenue of 68.91B. Therefore, the gross margin over that period was 61.0%.

OSCR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Oscar Health, Inc. reported an operating income of 288.21M and revenue of 3.05B, resulting in an operating margin of 9.5%.

JPM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.91B, resulting in an operating margin of 26.7%.

OSCR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Oscar Health, Inc. reported a net income of 275.27M and revenue of 3.05B, resulting in a net margin of 9.0%.

JPM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.91B, resulting in a net margin of 21.3%.