OSH — Stock Film
STOCK FILMSCENE 1/11OSH · $39.00
Stock Expert AI presents
OSH
Oak Street Health, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Oak Street Health, Inc. A quick introduction.

On the stock market since 2020, it operates in the world of health and science. It has 6,000 employees. Now — the numbers.

on the stock market since 2020
6,000 employees
$9.5B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.2.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

WHERE DOES THE MONEY COME FROM?
98%Capitated Revenue
Capitated Revenue 98%Service, Other 2%
98% of all revenue comes from a single line: Capitated Revenue.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 61% a year over the last 4 years. Red columns mark years that ended in a loss.

$317.9M
2018
$556.6M
2019
$882.8M
2020
$1.4B
2021
$2.2B
2022
In the vault right now:
$0
DEBT: $1.3B
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

Every quarter, analysts set a profit bar.
How many of the last 7 did the company clear?
2 / 7
EXPECTATIONS MET OR BEATEN
2
Nov 2021
Feb 2022
May 2022
Aug 2022
Nov 2022
Feb 2023
May 2023
2 TIMES IN THE LAST 7 QUARTERS
It misses the bar more often than not.
THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 40% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Sales keep climbing

Over the last 3 years, sales grew about 57% a year on average.

2
THE BRIGHT SIDE · 2/2
Sales are holding up

The company sells $2.2B a year; the problem isn’t sales — it’s costs running above that number.

1
THE RISKS · 1/3
The losses continue

A loss of $509.7M against $2.2B in annual sales.

2
THE RISKS · 2/3
A wildly swinging price

This stock swings about 2.2 times as much as the market average. Big rallies — and big drops — can both happen fast.

3
THE RISKS · 3/3
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, OSH sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: OSH has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film