Is Oscar Health Stock a Good Investment?
Oscar Health Investment Advice | OSCR |
- Examine Oscar Health's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Oscar Health's leadership team and their track record. Good management can help Oscar Health navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Life & Health Insurance space and any emerging trends that could impact Oscar Health's business and its evolving consumer preferences.
- Compare Oscar Health's performance and market position to its competitors. Analyze how Oscar Health is positioned in terms of product offerings, innovation, and market share.
- Check if Oscar Health pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Oscar Health's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Oscar Health stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Oscar Health is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Slightly risky | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves slightly opposite to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Oscar Health Stock
Researching Oscar Health's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 87.0% of the company shares are owned by institutional investors. The book value of Oscar Health was now reported as 4.71. The company recorded a loss per share of 0.02. Oscar Health had not issued any dividends in recent years.
To determine if Oscar Health is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Oscar Health's research are outlined below:
| Oscar Health had very high historical volatility over the last 90 days | |
| The company reported the previous year's revenue of 5.86 B. Net Loss for the year was (270.73 M) with profit before overhead, payroll, taxes, and interest of 707.87 M. | |
| Oscar Health currently holds about 2.83 B in cash with (272.16 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 13.18. | |
| Over 87.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Oscar Health Inc Stock Price Down 3.98 percent on Nov 26 |
Oscar Health Quarterly Liabilities And Stockholders Equity |
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Oscar Health uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Oscar Health. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Oscar Health's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Oscar Health's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Oscar Health's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-08-07 | 2024-06-30 | 0.16 | 0.2 | 0.04 | 25 | ||
2024-11-07 | 2024-09-30 | -0.17 | -0.22 | -0.05 | 29 | ||
2022-08-11 | 2022-06-30 | -0.48 | -0.53 | -0.05 | 10 | ||
2021-08-12 | 2021-06-30 | -0.46 | -0.35 | 0.11 | 23 | ||
2023-05-09 | 2023-03-31 | -0.05 | -0.18 | -0.13 | 260 | ||
2022-05-10 | 2022-03-31 | -0.21 | -0.36 | -0.15 | 71 | ||
2023-08-08 | 2023-06-30 | -0.23 | -0.07 | 0.16 | 69 | ||
2023-11-07 | 2023-09-30 | -0.47 | -0.29 | 0.18 | 38 |
Know Oscar Health's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Oscar Health is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oscar Health backward and forwards among themselves. Oscar Health's institutional investor refers to the entity that pools money to purchase Oscar Health's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Gilder Gagnon Howe & Co Llc | 2024-09-30 | 4.2 M | Capital World Investors | 2024-09-30 | 3.6 M | Renaissance Technologies Corp | 2024-09-30 | 3.6 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 3.2 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 3.1 M | Southeastern Asset Management Inc | 2024-06-30 | 2.4 M | Nuveen Asset Management, Llc | 2024-06-30 | 2.3 M | General Catalyst Group Management, Llc | 2024-09-30 | 2.1 M | Glynn Capital Management, Llc | 2024-09-30 | 1.9 M | Vanguard Group Inc | 2024-09-30 | 18.4 M | Blackrock Inc | 2024-06-30 | 14.2 M |
Oscar Health's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 4.03 B.Market Cap |
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Oscar Health's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.08) | (0.08) | |
| Return On Capital Employed | (0.20) | (0.21) | |
| Return On Assets | (0.08) | (0.08) | |
| Return On Equity | (0.34) | (0.35) |
Determining Oscar Health's profitability involves analyzing its financial statements and using various financial metrics to determine if Oscar Health is a good buy. For example, gross profit margin measures Oscar Health's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Oscar Health's profitability and make more informed investment decisions.
Evaluate Oscar Health's management efficiency
As of 11/28/2024, Return On Tangible Assets is likely to drop to -0.08. In addition to that, Return On Capital Employed is likely to drop to -0.21. At this time, Oscar Health's Net Tangible Assets are relatively stable compared to the past year. As of 11/28/2024, Non Currrent Assets Other is likely to grow to about 118.8 M, while Non Current Assets Total are likely to drop slightly above 516.6 M. Oscar Health's management efficiency ratios could be used to measure how well Oscar Health manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 3.64 | 3.54 | |
| Tangible Book Value Per Share | 3.64 | 2.46 | |
| Enterprise Value Over EBITDA | (2.15) | (2.26) | |
| Price Book Value Ratio | 2.52 | 2.65 | |
| Enterprise Value Multiple | (2.15) | (2.26) | |
| Price Fair Value | 2.52 | 2.65 | |
| Enterprise Value | 456.6 M | 433.8 M |
Oscar Health showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Beta 1.664 |
Basic technical analysis of Oscar Stock
As of the 28th of November, Oscar Health holds the Coefficient Of Variation of (24,269), variance of 28.56, and Risk Adjusted Performance of 0.0054. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oscar Health, as well as the relationship between them. Please check Oscar Health mean deviation, treynor ratio, as well as the relationship between the Treynor Ratio and kurtosis to decide if Oscar Health is priced some-what accurately, providing market reflects its current price of 16.83 per share. Given that Oscar Health has information ratio of (0.03), we recommend you to check out Oscar Health's recent market performance to make sure the company can sustain itself at a future point.Oscar Health's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Oscar Health insiders, such as employees or executives, is commonly permitted as long as it does not rely on Oscar Health's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Oscar Health insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Oscar Health's Outstanding Corporate Bonds
Oscar Health issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Oscar Health uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Oscar bonds can be classified according to their maturity, which is the date when Oscar Health has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US687785AB10 Corp BondUS687785AB10 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Oscar Health's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Oscar Health's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0054 | |||
| Market Risk Adjusted Performance | 0.0642 | |||
| Mean Deviation | 3.78 | |||
| Coefficient Of Variation | (24,269) | |||
| Standard Deviation | 5.34 | |||
| Variance | 28.56 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | 0.0391 | |||
| Total Risk Alpha | (0.87) | |||
| Treynor Ratio | 0.0542 | |||
| Maximum Drawdown | 33.87 | |||
| Value At Risk | (5.87) | |||
| Potential Upside | 7.9 | |||
| Skewness | 0.6615 | |||
| Kurtosis | 2.91 |
| Risk Adjusted Performance | 0.0054 | |||
| Market Risk Adjusted Performance | 0.0642 | |||
| Mean Deviation | 3.78 | |||
| Coefficient Of Variation | (24,269) | |||
| Standard Deviation | 5.34 | |||
| Variance | 28.56 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | 0.0391 | |||
| Total Risk Alpha | (0.87) | |||
| Treynor Ratio | 0.0542 | |||
| Maximum Drawdown | 33.87 | |||
| Value At Risk | (5.87) | |||
| Potential Upside | 7.9 | |||
| Skewness | 0.6615 | |||
| Kurtosis | 2.91 |
Consider Oscar Health's intraday indicators
Oscar Health intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oscar Health stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 98601.54 | |||
| Daily Balance Of Power | 0.625 | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 16.72 | |||
| Day Typical Price | 16.76 | |||
| Price Action Indicator | 0.38 | |||
| Period Momentum Indicator | 0.55 |
Oscar Health Corporate Filings
F4 | 22nd of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Oscar Stock media impact
Far too much social signal, news, headlines, and media speculation about Oscar Health that are available to investors today. That information is available publicly through Oscar media outlets and privately through word of mouth or via Oscar internal channels. However, regardless of the origin, that massive amount of Oscar data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Oscar Health news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Oscar Health relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Oscar Health's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Oscar Health alpha.
Oscar Health Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Oscar Health can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Oscar Health Historical Investor Sentiment
Investor biases related to Oscar Health's public news can be used to forecast risks associated with an investment in Oscar. The trend in average sentiment can be used to explain how an investor holding Oscar can time the market purely based on public headlines and social activities around Oscar Health. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Oscar Health's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Oscar Health and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Oscar Health news discussions. The higher the estimate score, the more favorable the investor's outlook on Oscar Health.
Oscar Health Corporate Management
| Richard CPA | Chief Officer | Profile | |
| David Plouffe | Independent Director | Profile | |
| Steven Wolin | Chief Officer | Profile | |
| Chris Potochar | Vice Relations | Profile |
Additional Tools for Oscar Stock Analysis
When running Oscar Health's price analysis, check to measure Oscar Health's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oscar Health is operating at the current time. Most of Oscar Health's value examination focuses on studying past and present price action to predict the probability of Oscar Health's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oscar Health's price. Additionally, you may evaluate how the addition of Oscar Health to your portfolios can decrease your overall portfolio volatility.