Molina Healthcare vs Oscar Health
Molina Healthcare is the larger business, with $45.43bn of revenue in fiscal 2025 against $11.70bn for Oscar Health (3.9 times as much). Oscar Health grew faster (27.5% against 11.7%). Molina Healthcare kept more of each dollar of sales as profit: a net margin of 1.0% against -3.8%. Oscar Health carries less debt relative to equity (44.0% against 92.6%).
| Latest fiscal year | Molina HealthcareMOH, 2025 | Oscar HealthOSCR, 2025 |
|---|---|---|
| Revenue | $45.43bn | $11.70bn |
| Revenue growth | 11.7% | 27.5% |
| Net income | $472m | −$443m |
| Operating margin | 1.7% | -3.4% |
| Net margin | 1.0% | -3.8% |
| Return on equity | 11.0% | -44.5% |
| Free cash flow | −$636m | $1.06bn |
| Cash | $4.25bn | $2.77bn |
| Total debt | $3.77bn | $430m |
| Debt to equity | 92.6% | 44.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $1.00bn | — |
| Employees | 19,000 | 2,305 |
| Market value | $10.87bn | $10.82bn |
| Price vs our value range | — | — |
| Moat score | 40 (Weak) | 37 (Weak) |
| Insider trades, 12 months | 1 buys, 4 sales | 1 buys, 61 sales |