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

Performance

OSCR vs. ROOT - Performance Comparison

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

-40.00%-20.00%0.00%20.00%40.00%60.00%80.00%JuneJulyAugustSeptemberOctoberNovember
-23.49%
72.43%
OSCR
ROOT

Returns By Period

In the year-to-date period, OSCR achieves a 85.79% return, which is significantly lower than ROOT's 899.71% return.


OSCR

YTD

85.79%

1M

6.45%

6M

-23.49%

1Y

109.36%

5Y (annualized)

N/A

10Y (annualized)

N/A

ROOT

YTD

899.71%

1M

173.84%

6M

72.43%

1Y

1,012.21%

5Y (annualized)

N/A

10Y (annualized)

N/A

Fundamentals


OSCRROOT
Market Cap$4.20B$1.58B
EPS-$0.02-$1.15
Total Revenue (TTM)$8.22B$1.04B
Gross Profit (TTM)$8.22B$1.04B
EBITDA (TTM)$90.84M$47.80M

Key characteristics


OSCRROOT
Sharpe Ratio1.487.39
Sortino Ratio2.345.54
Omega Ratio1.281.69
Calmar Ratio1.339.95
Martin Ratio5.4330.25
Ulcer Index19.40%32.40%
Daily Std Dev71.21%132.59%
Max Drawdown-94.15%-99.29%
Current Drawdown-53.77%-78.44%

Compare stocks, funds, or ETFs

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


Correlation

-0.50.00.51.00.3

The correlation between OSCR and ROOT is 0.34, 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.

Risk-Adjusted Performance

OSCR vs. ROOT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Oscar Health, Inc. (OSCR) and Root, Inc. (ROOT). 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.


Sharpe ratio
The chart of Sharpe ratio for OSCR, currently valued at 1.48, compared to the broader market-4.00-2.000.002.004.001.487.39
The chart of Sortino ratio for OSCR, currently valued at 2.34, compared to the broader market-4.00-2.000.002.004.002.345.54
The chart of Omega ratio for OSCR, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.69
The chart of Calmar ratio for OSCR, currently valued at 1.33, compared to the broader market0.002.004.006.001.3310.09
The chart of Martin ratio for OSCR, currently valued at 5.43, compared to the broader market-10.000.0010.0020.0030.005.4330.25
OSCR
ROOT

The current OSCR Sharpe Ratio is 1.48, which is lower than the ROOT Sharpe Ratio of 7.39. The chart below compares the historical Sharpe Ratios of OSCR and ROOT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio2.004.006.008.00JuneJulyAugustSeptemberOctoberNovember
1.48
7.39
OSCR
ROOT

Dividends

OSCR vs. ROOT - Dividend Comparison

Neither OSCR nor ROOT has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

OSCR vs. ROOT - Drawdown Comparison

The maximum OSCR drawdown since its inception was -94.15%, smaller than the maximum ROOT drawdown of -99.29%. Use the drawdown chart below to compare losses from any high point for OSCR and ROOT. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%JuneJulyAugustSeptemberOctoberNovember
-53.77%
-59.41%
OSCR
ROOT

Volatility

OSCR vs. ROOT - Volatility Comparison

The current volatility for Oscar Health, Inc. (OSCR) is 33.88%, while Root, Inc. (ROOT) has a volatility of 54.03%. This indicates that OSCR experiences smaller price fluctuations and is considered to be less risky than ROOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%60.00%JuneJulyAugustSeptemberOctoberNovember
33.88%
54.03%
OSCR
ROOT

Financials

OSCR vs. ROOT - Financials Comparison

This section allows you to compare key financial metrics between Oscar Health, Inc. and Root, 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.


Quarterly
Annual

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


Values in USD except per share items