Hioscar

+35%

est. 2Y upside i

HealthcareSeries D+

Rank

#1773

Sector

Healthcare Technology

Est. Liquidity

~0Y

Data Quality

Data: Medium

Oscar Health offers a moderate expected upside of 35% over 2 years, with significant downside risk from incumbent competition.

Last updated: July 3, 2026

Bull (25%)+109%

Multiple expands to 2.5x driven by continued technology leadership and market share gains, revenue reaches $8.04B. Implies market cap ~$20.1B.

Base (30%)+50%

Multiple converges to 1.8x as growth normalizes, revenue reaches $8.04B, market cap ~$14.5B.

Bear (45%)-16%

Multiple compresses to 1.0x due to increased competition from UnitedHealth and Centene, revenue growth disappoints, market cap ~$8.0B.

Est. time to liquidity~0.0 years

Preference Stack Risk

low

Funding Intensity

32%

Public company; no preferred overhang.

Dilution Risk

low

Profitable with credit facility, unlikely to issue equity in near term.

Secondary Liquidity

active

NYSE listed, shares are freely tradable.

Other — 16 roles

Last updated: July 3, 2026

Questions to Ask at the Interview

Strategic questions based on Hioscar's data — designed to show you've done your homework.

1
“How will Oscar defend against UnitedHealth's scale and provider network advantage?”
2
“How does the +Oscar platform contribute to revenue and differentiation?”
3
“What is your view on dilution risk given over $3B in historical funding?”

Our model estimates +35% upside. What do you think?

Anonymous. Do not share material non-public information.

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.