Added to YB: 2025-07-16
Pitch date: 2025-07-15
OSCR [bullish]
Oscar Health, Inc.
+9.28%
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
$3.8B
Pitch Price
$14.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.26
P/E
-13.94
EV/Sales
0.21
Sector
Insurance
Category
growth
Oscar Health: The insurance disruptor with 5-10x potential?
OSCR: Insurer disrupting healthcare via tech platform. Record profits in Q1 2025 ($275M) with 2M+ members. Major upside from ICHRA model expanding addressable market from 21M to 75M customers ($720B premium volume). 97% revenue from ACA poses risk if subsidies expire 2025. 20% CAGR target with 5% margins by 2027. Fast growth (EPS +226% next 2yrs) at reasonable valuation (P/E 31).
Read full article (20 min)