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

Correlation

The correlation between OSCR and ROOT is 0.39, 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. 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.

-70.00%-60.00%-50.00%-40.00%-30.00%December2025FebruaryMarchAprilMay
-50.83%
-41.58%
OSCR
ROOT

Key characteristics

Sharpe Ratio

OSCR:

-0.31

ROOT:

1.01

Sortino Ratio

OSCR:

0.27

ROOT:

2.62

Omega Ratio

OSCR:

1.03

ROOT:

1.30

Calmar Ratio

OSCR:

-0.20

ROOT:

1.45

Martin Ratio

OSCR:

-0.43

ROOT:

4.41

Ulcer Index

OSCR:

31.36%

ROOT:

30.44%

Daily Std Dev

OSCR:

74.67%

ROOT:

110.00%

Max Drawdown

OSCR:

-94.15%

ROOT:

-99.29%

Current Drawdown

OSCR:

-53.47%

ROOT:

-69.67%

Fundamentals

Market Cap

OSCR:

$3.36B

ROOT:

$2.20B

EPS

OSCR:

$0.10

ROOT:

$1.82

PE Ratio

OSCR:

130.00

ROOT:

78.91

PS Ratio

OSCR:

0.37

ROOT:

1.87

PB Ratio

OSCR:

3.31

ROOT:

10.83

Total Revenue (TTM)

OSCR:

$7.04B

ROOT:

$921.60M

Gross Profit (TTM)

OSCR:

$7.04B

ROOT:

$921.60M

EBITDA (TTM)

OSCR:

-$103.36M

ROOT:

$82.30M

Returns By Period

In the year-to-date period, OSCR achieves a 27.31% return, which is significantly lower than ROOT's 103.09% return.


OSCR

YTD

27.31%

1M

36.66%

6M

26.37%

1Y

-22.86%

5Y*

N/A

10Y*

N/A

ROOT

YTD

103.09%

1M

14.40%

6M

79.93%

1Y

109.58%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

OSCR vs. ROOT — 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 4141
Overall Rank
The Sharpe Ratio Rank of OSCR is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of OSCR is 4545
Sortino Ratio Rank
The Omega Ratio Rank of OSCR is 4444
Omega Ratio Rank
The Calmar Ratio Rank of OSCR is 4040
Calmar Ratio Rank
The Martin Ratio Rank of OSCR is 4343
Martin Ratio Rank

ROOT
The Risk-Adjusted Performance Rank of ROOT is 8888
Overall Rank
The Sharpe Ratio Rank of ROOT is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of ROOT is 9292
Sortino Ratio Rank
The Omega Ratio Rank of ROOT is 8787
Omega Ratio Rank
The Calmar Ratio Rank of ROOT is 8989
Calmar Ratio Rank
The Martin Ratio Rank of ROOT 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. 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.


The current OSCR Sharpe Ratio is -0.31, which is lower than the ROOT Sharpe Ratio of 1.01. 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 Ratio0.002.004.006.008.0010.0012.00December2025FebruaryMarchAprilMay
-0.31
1.01
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.


-70.00%-60.00%-50.00%-40.00%-30.00%December2025FebruaryMarchAprilMay
-53.47%
-42.89%
OSCR
ROOT

Volatility

OSCR vs. ROOT - Volatility Comparison

Oscar Health, Inc. (OSCR) has a higher volatility of 27.67% compared to Root, Inc. (ROOT) at 24.04%. This indicates that OSCR's price experiences larger fluctuations and is considered to be riskier 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%December2025FebruaryMarchAprilMay
27.67%
24.04%
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


0.00500.00M1.00B1.50B2.00B2.50BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
2.39B
326.70M
(OSCR) Total Revenue
(ROOT) Total Revenue
Values in USD except per share items

OSCR vs. ROOT - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

99.9%99.9%100.0%100.0%100.0%100.0%100.0%100.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
100.0%
100.0%
(OSCR) Gross Margin
(ROOT) 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 2.39B and revenue of 2.39B. Therefore, the gross margin over that period was 100.0%.

ROOT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Root, Inc. reported a gross profit of 326.70M and revenue of 326.70M. Therefore, the gross margin over that period was 100.0%.

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 -147.73M and revenue of 2.39B, resulting in an operating margin of -6.2%.

ROOT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Root, Inc. reported an operating income of 34.90M and revenue of 326.70M, resulting in an operating margin of 10.7%.

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 -153.55M and revenue of 2.39B, resulting in a net margin of -6.4%.

ROOT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Root, Inc. reported a net income of 22.10M and revenue of 326.70M, resulting in a net margin of 6.8%.