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Oscar Health, Inc.（OSCR）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Oscar Health, Inc.的季度营收约是Roper Technologies的1.3倍（$2.8B vs $2.1B），Roper Technologies净利率更高（15.8% vs -3933.2%，领先3949.0%），Oscar Health, Inc.同比增速更快（17.3% vs 11.3%），Oscar Health, Inc.自由现金流更多（$1.1B vs $507.0M），过去两年Oscar Health, Inc.的营收复合增速更高（14.4% vs 10.5%）
奥斯卡健康（Oscar Health, Inc.）是美国营利性健康保险公司，2012年由约书亚·库什纳、凯文·纳泽米与马里奥·施洛瑟联合创立，总部设于纽约市。公司深耕健康保险领域，依托远程医疗、医疗专属技术界面及透明的理赔定价体系，帮助患者更便捷地享受医疗相关服务。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
OSCR vs ROP — 直观对比
营收规模更大
OSCR
是对方的1.3倍
$2.1B
营收增速更快
OSCR
高出6.0%
11.3%
净利率更高
ROP
高出3949.0%
-3933.2%
自由现金流更多
OSCR
多$551.5M
$507.0M
两年增速更快
OSCR
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.1B |
| 净利润 | $-352.6M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | -3722.8% | 27.2% |
| 净利率 | -3933.2% | 15.8% |
| 营收同比 | 17.3% | 11.3% |
| 净利润同比 | -129.6% | 53.7% |
| 每股收益（稀释后） | $-1.19 | $4.87 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收OSCRROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.8B | $2.1B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $3.0B | $1.9B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.2B | $1.7B |
净利润OSCRROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $-352.6M | $428.4M | ||
| Q3 25 | $-137.4M | $398.5M | ||
| Q2 25 | $-228.4M | $378.3M | ||
| Q1 25 | $275.3M | $331.1M | ||
| Q4 24 | $-153.5M | $462.3M | ||
| Q3 24 | $-54.6M | $367.9M | ||
| Q2 24 | $56.2M | $337.1M |
毛利率OSCRROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率OSCRROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | -3722.8% | 28.6% | ||
| Q3 25 | -4.3% | 28.4% | ||
| Q2 25 | -8.0% | 28.2% | ||
| Q1 25 | 9.8% | 27.9% | ||
| Q4 24 | -3070.1% | 28.0% | ||
| Q3 24 | -2.0% | 28.1% | ||
| Q2 24 | 3.1% | 28.8% |
净利率OSCRROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | -3933.2% | 20.8% | ||
| Q3 25 | -4.6% | 19.8% | ||
| Q2 25 | -8.0% | 19.5% | ||
| Q1 25 | 9.0% | 17.6% | ||
| Q4 24 | -3190.9% | 24.6% | ||
| Q3 24 | -2.3% | 20.8% | ||
| Q2 24 | 2.5% | 19.6% |
每股收益（稀释后）OSCRROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $-1.19 | $3.97 | ||
| Q3 25 | $-0.53 | $3.68 | ||
| Q2 25 | $-0.89 | $3.49 | ||
| Q1 25 | $0.92 | $3.06 | ||
| Q4 24 | $-0.50 | $4.29 | ||
| Q3 24 | $-0.22 | $3.40 | ||
| Q2 24 | $0.20 | $3.12 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.8B | $382.9M |
| 总债务越低越好 | $430.1M | $9.7B |
| 股东权益账面价值 | $977.6M | $18.8B |
| 总资产 | $6.3B | $34.6B |
| 负债/权益比越低杠杆越低 | 0.44× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资OSCRROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $2.8B | $297.4M | ||
| Q3 25 | $2.1B | $320.0M | ||
| Q2 25 | $2.6B | $242.4M | ||
| Q1 25 | $2.2B | $372.8M | ||
| Q4 24 | $2.2B | $188.2M | ||
| Q3 24 | $1.2B | $269.6M | ||
| Q2 24 | $2.3B | $251.5M |
总债务OSCRROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $430.1M | $9.3B | ||
| Q3 25 | $686.3M | — | ||
| Q2 25 | $299.9M | — | ||
| Q1 25 | $299.7M | — | ||
| Q4 24 | $299.6M | $7.6B | ||
| Q3 24 | $299.4M | — | ||
| Q2 24 | $299.2M | — |
股东权益OSCRROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $977.6M | $19.9B | ||
| Q3 25 | $1.0B | $20.0B | ||
| Q2 25 | $1.2B | $19.6B | ||
| Q1 25 | $1.3B | $19.2B | ||
| Q4 24 | $1.0B | $18.9B | ||
| Q3 24 | $1.2B | $18.5B | ||
| Q2 24 | $1.1B | $18.1B |
总资产OSCRROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $6.3B | $34.6B | ||
| Q3 25 | $5.7B | $34.6B | ||
| Q2 25 | $6.4B | $33.2B | ||
| Q1 25 | $5.8B | $31.4B | ||
| Q4 24 | $4.8B | $31.3B | ||
| Q3 24 | $4.5B | $31.6B | ||
| Q2 24 | $5.0B | $29.8B |
负债/权益比OSCRROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.44× | 0.47× | ||
| Q3 25 | 0.67× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.30× | 0.40× | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.26× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.1B | — |
| 自由现金流经营现金流 - 资本支出 | $1.1B | $507.0M |
| 自由现金流率自由现金流/营收 | 37.7% | 24.2% |
| 资本支出强度资本支出/营收 | 1.3% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流OSCRROP
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $738.0M | ||
| Q3 25 | $-964.7M | $869.5M | ||
| Q2 25 | $509.1M | $404.1M | ||
| Q1 25 | $878.5M | $528.7M | ||
| Q4 24 | $978.2M | $722.2M | ||
| Q3 24 | $-500.1M | $755.4M | ||
| Q2 24 | $497.2M | $384.1M |
自由现金流OSCRROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $-973.7M | — | ||
| Q2 25 | $499.8M | — | ||
| Q1 25 | $869.5M | — | ||
| Q4 24 | $950.3M | — | ||
| Q3 24 | $-507.7M | — | ||
| Q2 24 | $489.6M | — |
自由现金流率OSCRROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 37.7% | — | ||
| Q3 25 | -32.6% | — | ||
| Q2 25 | 17.5% | — | ||
| Q1 25 | 28.5% | — | ||
| Q4 24 | 39.7% | — | ||
| Q3 24 | -20.9% | — | ||
| Q2 24 | 22.1% | — |
资本支出强度OSCRROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.3% | — |
现金转化率OSCRROP
| Q1 26 | — | — | ||
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | 3.19× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | 8.85× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
