Centene vs Oscar Health
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KIRAβs take AI analyst
I put Centene and Oscar Health side by side, using each oneβs latest annual report. Here is what stands out:
- Centene is the larger business, with $194.8B of revenue in fiscal 2025 against $11.7B for Oscar Health, about 17 times as much.
- Oscar Health grew revenue faster (27.5%, against 19.4%).
- Oscar Health kept more of each dollar of sales as operating profit (β3.4% operating margin, against β3.9%).
- Oscar Health turned more of its sales into free cash flow (9.1% FCF margin, against 2.2%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Centene
CNC
4/8
Net marginReturn on equityPiotroski F-scoreShare count change
Oscar Health
OSCR
4/8
Revenue growth5-year growthOperating marginFCF margin
Side by side
Best in the row
| Latest fiscal year | CNC FY25 | OSCR FY25 |
|---|---|---|
| Size | ||
| Market cap | $33.9B | $10.4B |
| Revenue | $194.8B | $11.7B |
| Free cash flow | $4.3B | $1.1B |
| Net income | β$6.7B | β$443M |
| Growth | ||
| Revenue growth | 19.4% | 27.5% |
| 5-year growth | 11.9% | 90.8% |
| Share count change | β5.9% | β1.3% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β3.9% | β3.4% |
| Net margin | β3.4% | β3.8% |
| FCF margin | 2.2% | 9.1% |
| Return on capital | β26.4% | β |
| Return on equity | β28.8% | β44.5% |
| Balance sheet | ||
| Net debt | β$2.8B | β$3.6B |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $475M | $0.0M |
| Valuation & quality | ||
| P/E | β | 23.9x |
| Piotroski F-score | 5 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.