Added to YB: 2025-06-16
Pitch date: 2025-06-12
OSCR [bullish]
Oscar Health, Inc.
-1.08%
current return
Author Info
No bio for this author
Company Info
Oscar Health, Inc. operates as a healthcare technology company in the United States. The company offers health plans to individuals, families, employees, and small group markets.
Market Cap
$4.0B
Pitch Price
$13.88
Price Target
74.65 (+444%)
Dividend
N/A
EV/EBITDA
-4.97
P/E
-8.05
EV/Sales
0.15
Sector
Insurance
Category
growth
Could This Insurance Disruptor 5X? - Oscar Health Investment Case
OSCR: Tech-focused health insurer grew members 9X & revenue 20X in 5 years. 2M members via ACA marketplace. 98% automated claims processing vs 80% industry avg. 2024 MLR 81.7%, targeting 5% op margin by 2027 (0.62% now). $10.1B LTM revenue. Key risks: Trump could repeal ACA subsidies. Upside 410% by 2030 if 4M members reached.
Read full article (12 min)