Critical Comparison: Oak Street Health (OSH) & Its Rivals

Oak Street Health (NYSE:OSHGet Rating) is one of 33 public companies in the “Health services” industry, but how does it weigh in compared to its peers? We will compare Oak Street Health to similar businesses based on the strength of its risk, dividends, earnings, profitability, valuation, analyst recommendations and institutional ownership.

Volatility & Risk

Oak Street Health has a beta of 2.32, meaning that its stock price is 132% more volatile than the S&P 500. Comparatively, Oak Street Health’s peers have a beta of 1.48, meaning that their average stock price is 48% more volatile than the S&P 500.

Valuation and Earnings

This table compares Oak Street Health and its peers top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Oak Street Health $1.43 billion -$409.40 million -8.91
Oak Street Health Competitors $1.36 billion -$98.47 million 28.41

Oak Street Health has higher revenue, but lower earnings than its peers. Oak Street Health is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Institutional and Insider Ownership

91.3% of Oak Street Health shares are held by institutional investors. Comparatively, 47.2% of shares of all “Health services” companies are held by institutional investors. 11.4% of Oak Street Health shares are held by company insiders. Comparatively, 22.1% of shares of all “Health services” companies are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Ratings

This is a breakdown of recent ratings and target prices for Oak Street Health and its peers, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oak Street Health 1 5 7 0 2.46
Oak Street Health Competitors 7 128 274 0 2.65

Oak Street Health presently has a consensus target price of $30.87, suggesting a potential upside of 52.58%. As a group, “Health services” companies have a potential upside of 122.82%. Given Oak Street Health’s peers stronger consensus rating and higher probable upside, analysts clearly believe Oak Street Health has less favorable growth aspects than its peers.

Profitability

This table compares Oak Street Health and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Oak Street Health -26.04% -1,883.59% -26.05%
Oak Street Health Competitors -325.87% -481.74% -38.64%

Summary

Oak Street Health peers beat Oak Street Health on 7 of the 12 factors compared.

Oak Street Health Company Profile

(Get Rating)

Oak Street Health, Inc., together with its subsidiaries, offers healthcare services to the patients in the United States. The company operates primary care centers for Medicare beneficiaries. As of December 31, 2021, it operated 129 centers in 19 states, including Illinois, Michigan, Pennsylvania, Ohio, and Texas. The company was founded in 2012 and is headquartered in Chicago, Illinois.

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