OSCR vs. STNE
OSCR (Oscar Health, Inc.) and STNE (StoneCo Ltd.) are both stocks. OSCR operates in Healthcare Plans (Healthcare), while STNE operates in Software - Application (Technology). Over the past 5 years, OSCR returned -0.71%/yr vs -27.16%/yr for STNE. At a 0.33 correlation, their price movements are largely independent.
Performance
OSCR vs. STNE - Performance Comparison
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Returns By Period
In the year-to-date period, OSCR achieves a 90.61% return, which is significantly higher than STNE's -13.49% return.
OSCR
- 1D
- 11.75%
- 1M
- 28.53%
- YTD
- 90.61%
- 6M
- 63.72%
- 1Y
- 77.63%
- 3Y*
- 43.86%
- 5Y*
- -0.71%
- 10Y*
- —
STNE
- 1D
- 1.63%
- 1M
- -1.86%
- YTD
- -13.49%
- 6M
- -14.01%
- 1Y
- -5.43%
- 3Y*
- 0.25%
- 5Y*
- -27.16%
- 10Y*
- —
OSCR vs. STNE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
OSCR Oscar Health, Inc. | 90.61% | 6.92% | 46.89% | 271.95% | -68.66% | -77.44% |
STNE StoneCo Ltd. | -13.49% | 85.57% | -55.80% | 91.00% | -44.01% | -79.52% |
Correlation
The correlation between OSCR and STNE is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2021 | 0.33 |
The correlation between OSCR and STNE shifts across timeframes, from 0.20 (1 year) to 0.33 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
OSCR:
$9.03B
STNE:
$2.68B
OSCR:
-$0.14
STNE:
$12.96
OSCR:
0.59
STNE:
0.24
OSCR:
5.43
STNE:
0.22
OSCR:
$13.30B
STNE:
$11.69B
OSCR:
$895.79M
STNE:
$8.11B
OSCR:
$19.23M
STNE:
$3.75B
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Return for Risk
OSCR vs. STNE — Risk / Return Rank
OSCR
STNE
OSCR vs. STNE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oscar Health, Inc. (OSCR) and StoneCo Ltd. (STNE). 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.
| OSCR | STNE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.10 | ||
| Sortino ratioReturn per unit of downside risk | +1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.03 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | -0.14 | +1.64 |
| Martin ratioReturn relative to average drawdown | 2.80 | -0.28 | +3.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OSCR | STNE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | -0.11 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | -0.42 | +0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | -0.17 | +0.11 |
Drawdowns
OSCR vs. STNE - Drawdown Comparison
The maximum OSCR drawdown since its inception was -94.15%, roughly equal to the maximum STNE drawdown of -92.31%. Use the drawdown chart below to compare losses from any high point for OSCR and STNE.
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Drawdown Indicators
| OSCR | STNE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.15% | -92.31% | -1.84% |
Max Drawdown (1Y)Largest decline over 1 year | -51.71% | -40.22% | -11.49% |
Max Drawdown (3Y)Largest decline over 3 years | -53.39% | -57.64% | +4.25% |
Max Drawdown (5Y)Largest decline over 5 years | -91.82% | -89.72% | -2.10% |
Current DrawdownCurrent decline from peak | -25.51% | -86.40% | +60.89% |
Average DrawdownAverage peak-to-trough decline | -65.12% | -61.14% | -3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.80% | 19.70% | +8.10% |
Volatility
OSCR vs. STNE - Volatility Comparison
Oscar Health, Inc. (OSCR) has a higher volatility of 25.40% compared to StoneCo Ltd. (STNE) at 15.44%. This indicates that OSCR's price experiences larger fluctuations and is considered to be riskier than STNE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSCR | STNE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.40% | 15.44% | +9.96% |
Volatility (6M)Calculated over the trailing 6-month period | 45.69% | 39.35% | +6.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 78.49% | 51.40% | +27.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 80.69% | 64.91% | +15.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 80.06% | 67.44% | +12.62% |
Dividends
OSCR vs. STNE - Dividend Comparison
OSCR has not paid dividends to shareholders, while STNE's dividend yield for the trailing twelve months is around 23.94%.
| Position | TTM |
|---|---|
OSCR Oscar Health, Inc. | 0.00% |
STNE StoneCo Ltd. | 23.94% |
Financials
OSCR vs. STNE - Financials Comparison
This section allows you to compare key financial metrics between Oscar Health, Inc. and StoneCo Ltd.. 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
Frequently Asked Questions
OSCR and STNE have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSCR has higher volatility (25.40%) compared to STNE (15.44%). In terms of maximum drawdown, OSCR dropped -94.15% vs STNE's -92.31%.
OSCR currently has the higher Sharpe Ratio (1.00 vs -0.11), 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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