OSCR vs. JPM
OSCR (Oscar Health, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. OSCR operates in Healthcare Plans (Healthcare), while JPM operates in Banks - Diversified (Financial Services). Over the past 5 years, OSCR returned 13.02%/yr vs 21.31%/yr for JPM. Their 0.22 correlation means their historical movements had little consistent relationship.
Performance
OSCR vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, OSCR achieves a 117.26% return, which is significantly higher than JPM's 10.73% return.
OSCR
- 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%
JPM
- 1D
- 0.27%
- 1M
- 5.65%
- 6M
- 16.11%
- YTD
- 10.73%
- 1Y
- 23.90%
- 3Y*
- 33.72%
- 5Y*
- 21.31%
- 10Y*
- 21.80%
- ALL TIME*
- 12.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.69B | $3.19B | $3.04B | |
| $128.55M | $136.76M | $181.50M |
OSCR vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
OSCR Oscar Health, Inc. | 117.26% | 6.92% | 46.89% | 271.95% | -68.66% | -78.19% |
JPM JPMorgan Chase & Co. | 10.73% | 37.27% | 44.29% | 30.63% | -12.64% | 7.44% |
Correlation
The correlation between OSCR and JPM is 0.16, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.16 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2021 | 0.22 |
Fundamentals
OSCR:
$8.09B
JPM:
$942.62B
OSCR:
-$0.14
JPM:
$23.29
OSCR:
0.68
JPM:
3.30
OSCR:
6.19
JPM:
2.78
OSCR:
$13.30B
JPM:
$297.63B
OSCR:
$895.79M
JPM:
$186.33B
OSCR:
$19.23M
JPM:
$90.84B
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Return for Risk
OSCR vs. JPM — Risk / Return Rank
OSCR
JPM
OSCR vs. JPM - Risk-Adjusted Trends 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.
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 | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.79 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.17 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | 1.36 | +1.01 |
| Martin ratioReturn relative to average drawdown | 4.92 | 3.24 | +1.67 |
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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 -76.16%. Use the drawdown chart below to compare losses from any high point for OSCR and JPM.
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Drawdown Indicators
| OSCR | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.15% | -76.16% | -17.99% |
Max Drawdown (1Y)Largest decline over 1 year | -51.71% | -15.47% | -36.24% |
Max Drawdown (3Y)Largest decline over 3 years | -53.39% | -24.42% | -28.97% |
Max Drawdown (5Y)Largest decline over 5 years | -88.23% | -38.77% | -49.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.63% | — |
Current DrawdownCurrent decline from peak | -15.09% | -1.54% | -13.55% |
Average DrawdownAverage peak-to-trough decline | -63.84% | -17.56% | -46.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.95% | 6.51% | +18.44% |
Volatility
OSCR vs. JPM - Volatility Comparison
Oscar Health, Inc. (OSCR) has a higher volatility of 15.53% compared to JPMorgan Chase & Co. (JPM) at 6.60%. 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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Volatility by Period
| OSCR | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.53% | 6.60% | +8.93% |
Volatility (6M)Calculated over the trailing 6-month period | 45.75% | 16.70% | +29.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 70.91% | 22.50% | +48.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 80.94% | 24.46% | +56.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 79.51% | 27.33% | +52.18% |
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 1.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.71% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
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% |
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.
Total Revenue: Total amount of money received from sales and other business activities
OSCR vs. JPM - Profitability Comparison
OSCR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Oscar Health, Inc. reported a gross profit of 0.00 and revenue of 4.65B. Therefore, the gross margin over that period was 0.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported a gross profit of 54.83B and revenue of 82.46B. Therefore, the gross margin over that period was 66.5%.
OSCR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Oscar Health, Inc. reported an operating income of 704.09M and revenue of 4.65B, resulting in an operating margin of 15.2%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported an operating income of 27.52B and revenue of 82.46B, resulting in an operating margin of 33.4%.
OSCR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Oscar Health, Inc. reported a net income of 679.00M and revenue of 4.65B, resulting in a net margin of 14.6%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported a net income of 21.16B and revenue of 82.46B, resulting in a net margin of 25.7%.
Frequently Asked Questions
OSCR and JPM have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSCR has higher volatility (15.53%) compared to JPM (6.60%). In terms of maximum drawdown, OSCR dropped -94.15% vs JPM's -76.16%.
OSCR currently has the higher Sharpe Ratio (1.73 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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