Oscar Health: The insurance disruptor with 5-10x potential?
5 months ago
TopSecretStocks
"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)."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Oscar Health: The insurance disruptor with 5-10x potential?
Source:
TopSecretStocks
Published:
July 15, 2025
Idea Type:
Stock Idea