OSCR vs. JXN
Compare and contrast key facts about Oscar Health, Inc. (OSCR) and Jackson Financial Inc. (JXN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSCR or JXN.
Key characteristics
| OSCR | JXN | |
|---|---|---|
| YTD Return | 47.98% | 117.89% |
| 1Y Return | 100.59% | 158.74% |
| 3Y Return (Ann) | -5.93% | 67.60% |
| Sharpe Ratio | 1.33 | 4.88 |
| Sortino Ratio | 2.16 | 5.07 |
| Omega Ratio | 1.25 | 1.75 |
| Calmar Ratio | 1.13 | 8.84 |
| Martin Ratio | 5.01 | 44.88 |
| Ulcer Index | 18.37% | 4.24% |
| Daily Std Dev | 69.39% | 39.01% |
| Max Drawdown | -94.15% | -48.34% |
| Current Drawdown | -63.18% | -4.79% |
Fundamentals
| OSCR | JXN | |
|---|---|---|
| Market Cap | $3.35B | $8.00B |
| EPS | -$0.02 | -$11.55 |
| Total Revenue (TTM) | $8.22B | $2.54B |
| Gross Profit (TTM) | $8.22B | -$249.00M |
| EBITDA (TTM) | -$198.84M | -$1.20B |
Correlation
The correlation between OSCR and JXN is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OSCR vs. JXN - Performance Comparison
In the year-to-date period, OSCR achieves a 47.98% return, which is significantly lower than JXN's 117.89% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
OSCR vs. JXN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oscar Health, Inc. (OSCR) and Jackson Financial Inc. (JXN). 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.
Dividends
OSCR vs. JXN - Dividend Comparison
OSCR has not paid dividends to shareholders, while JXN's dividend yield for the trailing twelve months is around 2.51%.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
OSCR Oscar Health, Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
JXN Jackson Financial Inc. | 2.51% | 4.84% | 6.32% | 1.20% |
Drawdowns
OSCR vs. JXN - Drawdown Comparison
The maximum OSCR drawdown since its inception was -94.15%, which is greater than JXN's maximum drawdown of -48.34%. Use the drawdown chart below to compare losses from any high point for OSCR and JXN. For additional features, visit the drawdowns tool.
Volatility
OSCR vs. JXN - Volatility Comparison
Oscar Health, Inc. (OSCR) has a higher volatility of 27.22% compared to Jackson Financial Inc. (JXN) at 14.68%. This indicates that OSCR's price experiences larger fluctuations and is considered to be riskier than JXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OSCR vs. JXN - Financials Comparison
This section allows you to compare key financial metrics between Oscar Health, Inc. and Jackson Financial Inc.. 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