H2O America vs Oscar Health Inc — how do they compare? H2O America trades at $63.88 (market cap $2.68B), while Oscar Health Inc trades at $29.22 (market cap $9.28B). The key difference: Oscar Health Inc is far larger — about 3.5× H2O America's market cap, and H2O America pays a 2.75% dividend while Oscar Health Inc pays none. Which is the better fit depends on your goals.
| HTO | OSCR | |
|---|---|---|
Market Cap | $2.68B | $9.28B |
Sector | Technology | Health |
52-Week High | $65.43 | $32.18 |
52-Week Low | $44.44 | $10.85 |
Enterprise Value | $4.40B | $4.90B |
Dividend Yield | 2.75% | — |
Signals from Pluang's Aura AI — not financial advice
HTO trades at $64.52, down 1.39% today, with a bullish technical signal from moving averages and a neutral RSI. The company reported a Q1 2026 EPS beat of $0.50 versus $0.48 expected, with revenue of $816 million in 2026 and a net income margin of 12.86%. A dividend of $0.44 per share is scheduled for payment on June 1, 2026. Analyst consensus is strongly bullish with an 80% buy rating and a $63.50 price target.
The outlook for HTO is positive, supported by steady earnings growth, a reliable dividend, and strong institutional interest. Risks include high capital expenditure demands and sensitivity to regulatory changes in the utilities sector. The stock presents a value opportunity with a P/E of 22.11, trading near analyst targets with potential upside to the high target of $67.00.
Oscar Health (OSCR) trades at $29.60, up 1.72% with mixed technical signals showing neutral overall momentum. The company reported strong Q1 2026 earnings beat but faces profitability challenges with negative margins. Revenue growth from $11.7B in 2025 to projected $13.3B in 2026 indicates expansion, while cash flow trends show operational improvement. Analyst consensus is divided with 27% buy ratings against a $24.67 price target below current levels.
The stock presents growth potential through revenue expansion and cash flow generation, but profitability concerns and negative ROE pose significant risks. Current valuation at 0.61 P/S suggests reasonable pricing for growth, though execution on margin improvement remains critical for sustained upside.
Trailing returns across standard periods
Latest headlines on both assets
H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →Oscar Health, Inc. is a health insurance company that utilizes a technology-driven approach to simplify the healthcare experience. The company offers individual, small-group, and Medicare Advantage plans, primarily through a platform that integrates technology, data, and design to provide members with a personalized, efficient healthcare journey. Oscar aims to lower costs and improve engagement by focusing on consumer-centricity and modernizing the traditional health insurance model.
Read more on OSCR →