Oscar Health: ~20X Upside, If Republicans Stay Aligned with Their Voters.
6 months ago
Investment Ideas by Antonio
"OSCR: Trading at 0.4x P/S due to ACA subsidy renewal fears, but 64% of members in red states make Republican cuts unlikely. 2M members added in 15 months signals strong value proposition. Improving MLR (75.4% Q1'25) & declining SG&A (15.8%) show operational efficiency. 8-10x P/S fair value = 20x upside. Executing 'Costco Algorithm' in healthcare."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Oscar Health: ~20X Upside, If Republicans Stay Aligned with Their Voters.
Source:
Investment Ideas by Antonio
Published:
June 19, 2025
Idea Type:
Stock Idea