Molina Healthcare
MOH · Managed Health Care
$209.15
3.5%Oscar Health
OSCR · Managed Health Care
$30.99
7.0%The short version
- Molina Healthcare is the larger business, with $45.4B of revenue in fiscal 2025 against $11.7B for Oscar Health, about 3.9 times as much.
- Oscar Health grew revenue faster (27.5%, against 11.8%).
- Molina Healthcare kept more of each dollar of sales as operating profit (1.7% operating margin, against −3.4% operating margin).
- Oscar Health turned more of its sales into free cash flow (9.1% FCF margin, against −1.4% FCF margin).
| Latest fiscal year | MOH · FY25 | OSCR · FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.8B | $10.3B |
| Revenue | $45.4B | $11.7B |
| Free cash flow | −$636M | $1.1B |
| Net income | $472M | −$443M |
| Growth | ||
| Revenue growth | 11.8% | 27.5% |
| 5-year growth | 18.5% | 90.8% |
| Share count change | −8.3% | −1.3% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 1.7% | −3.4% |
| Net margin | 1.0% | −3.8% |
| FCF margin | −1.4% | 9.1% |
| Return on capital | — | — |
| Return on equity | 11.0% | −44.5% |
| Balance sheet | ||
| Net debt | −$4.3B | −$3.6B |
| Net debt / EBITDA | −4.4x | — |
| Dividends and buybacks | $1.0B | $0.0M |
| Valuation & quality | ||
| P/E | — | 23.8x |
| Piotroski F-score | 4 | 4 |
FY16
MOH $17.8B
OSCR —
FY17
MOH $19.9B
OSCR —
FY18
MOH $18.9B
OSCR —
FY19
MOH $16.8B
OSCR $488M
FY20
MOH $19.4B
OSCR $463M
FY21
MOH $27.8B
OSCR $1.8B
FY22
MOH $32.0B
OSCR $4.0B
FY23
MOH $34.1B
OSCR $5.9B
FY24
MOH $40.7B
OSCR $9.2B
FY25
MOH $45.4B
OSCR $11.7B
MOH
OSCR
FY16
MOH 1.7%
OSCR —
FY17
MOH −2.8%
OSCR —
FY18
MOH 6.0%
OSCR —
FY19
MOH 6.2%
OSCR −53.1%
FY20
MOH 5.6%
OSCR −86.9%
FY21
MOH 3.7%
OSCR −29.6%
FY22
MOH 3.7%
OSCR −14.9%
FY23
MOH 4.6%
OSCR −4.0%
FY24
MOH 4.2%
OSCR 0.6%
FY25
MOH 1.7%
OSCR −3.4%
MOH
OSCR
FY16
MOH $497M
OSCR —
FY17
MOH $718M
OSCR —
FY18
MOH −$344M
OSCR —
FY19
MOH $377M
OSCR −$191M
FY20
MOH $1.8B
OSCR $209M
FY21
MOH $2.0B
OSCR −$208M
FY22
MOH $682M
OSCR $351M
FY23
MOH $1.6B
OSCR −$298M
FY24
MOH $544M
OSCR $950M
FY25
MOH −$636M
OSCR $1.1B
MOH
OSCR
FY16
MOH —
OSCR —
FY17
MOH —
OSCR —
FY18
MOH —
OSCR —
FY19
MOH —
OSCR —
FY20
MOH —
OSCR —
FY21
MOH —
OSCR —
FY22
MOH —
OSCR —
FY23
MOH —
OSCR —
FY24
MOH —
OSCR —
FY25
MOH —
OSCR —
MOH
OSCR
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.