Oscar Health Inc vs Tractor Supply Co — how do they compare? Oscar Health Inc trades at $31.72 (market cap $10.19B), while Tractor Supply Co trades at $33.99 (market cap $18.39B). The key difference: Tractor Supply Co is the larger of the two by market cap, and Tractor Supply Co pays a 2.72% dividend while Oscar Health Inc pays none. Which is the better fit depends on your goals.
| OSCR | TSCO | |
|---|---|---|
Market Cap | $10.19B | $18.39B |
Sector | Health | Consumer Cyclical |
52-Week High | $33.01 | $60.61 |
52-Week Low | $10.85 | $29.14 |
Enterprise Value | $6.54B | $24.70B |
Dividend Yield | — | 2.72% |
Signals from Pluang's Aura AI — not financial advice
Oscar Health (OSCR) trades at $33.01, up 2.36% today and approaching its 52-week high of $33.10. The stock shows strong technical momentum with bullish moving averages and has surged 109% year-to-date. Fundamentally, revenue grew from $11.7B in 2025 to $15.3B in 2026, with net income turning positive at $551M. Recent earnings beats and membership growth to 2.96 million support the bullish case, though valuation metrics like P/E of 25.39 and P/B of 4.97 suggest premium pricing.
Outlook remains positive with strong revenue growth and profitability improvements, but risks include high valuation multiples and dependence on sustained membership growth. Analyst consensus is mixed with 27% buy ratings and a $30.67 price target below current levels, indicating caution despite technical strength. Key catalysts include continued operational efficiency gains and AI integration, while medical cost management remains critical.
Tractor Supply Company (TSCO) trades at $35.29, up 0.86% on the day, with a bullish technical signal from moving averages. The stock is supported by strong profitability, including a 39.51% ROE and 6.42% net income margin, though recent quarterly EPS results have missed expectations. Revenue growth remains steady, reaching $15.52B in 2025, while analyst consensus is a Buy with a $36.29 price target. Recent corporate developments include a dividend payment and participation in industry conferences.
The outlook for TSCO is cautiously optimistic, with upside potential near the consensus target, but risks include competitive pressures and cyclical sales headwinds. Investment appeal hinges on execution of strategic initiatives in pet care and logistics, while monitoring margin trends and same-store sales performance is critical for sustained growth.
Trailing returns across standard periods
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 →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →