Oscar Health Inc vs Ulta Beauty Inc — how do they compare? Oscar Health Inc trades at $31.72 (market cap $10.19B), while Ulta Beauty Inc trades at $542.26 (market cap $24.12B). The key difference: Ulta Beauty Inc is far larger — about 2.4× Oscar Health Inc's market cap, and Oscar Health Inc is trading nearer its 52-week high, Ulta Beauty Inc nearer its low. Which is the better fit depends on your goals.
| OSCR | ULTA | |
|---|---|---|
Market Cap | $10.19B | $24.12B |
Sector | Health | Consumer Cyclical |
52-Week High | $33.01 | $706.82 |
52-Week Low | $10.85 | $450.75 |
Enterprise Value | $6.54B | $26.43B |
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.
ULTA Beauty trades at $549.23, down 2.64% today, amid mixed signals. The stock shows a bullish technical trend with strong moving averages, while fundamentals reveal steady revenue growth to $11.30B in 2025, though net income margin has softened to 9.34%. Recent Q2 2026 earnings beat expectations, and the company raised full-year guidance, yet some segments like cosmetics showed flat performance.
The outlook is cautiously optimistic, with a consensus price target of $653.14 implying significant upside. Key opportunities include digital growth and AI integration potential, but risks involve competitive pressures and reliance on discretionary consumer spending. Analyst sentiment remains predominantly bullish, supporting a favorable risk-reward profile for long-term investors.
Trailing returns across standard periods
Latest headlines on both assets
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 →With more than 1,300 stores and a partnership with Target, Ulta Beauty is the largest specialized beauty retailer in the U.S. The firm offers makeup (43% of 2021 sales), fragrances, skin care, and hair care products (20% of 2021 sales), and bath and body items. Ulta offers private-label products and merchandise from more than 500 vendors. It also offers salon services, including hair, makeup, skin, and brow services, in all stores. Most Ulta stores are approximately 10,000 square feet and are in suburban strip centers. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Read more on ULTA →