OSH — Stock Film
STOCK FILMSCENE 1/12OSH · $39.00
Stock Expert AI presents
OSH
Oak Street Health, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Oak Street Health, Inc. What it actually does.

Operates primary care centers specifically for Medicare beneficiaries. Now — the numbers.

on the stock market since 2020
6,000 employees
$9.5B market value
WHERE DOES THE MONEY COME FROM?
98%Capitated Revenue
Capitated RevenueService, 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.

Revenue last year:
$2.2B
The loss that same year:
$509.7M
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.

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
2019
2020
2021
$2.2B
2022
In the vault right now:
$425.6M
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
May 2023
2 TIMES IN THE LAST 7 QUARTERS
It misses the bar more often than not.
THE PRICE TAG
MARKET VALUE / ANNUAL SALES
4.4×

This company is not turning a profit, so the market is pricing its sales instead: 4.4× for every dollar of annual revenue.

Analysts' average target sits 11% above today's price.

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 4 years, sales grew about 61% 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
grade pending

We don’t have a report card for this stock yet — the data isn’t mature enough to grade. No grade is information too: it means the evidence is thin.

One-line summary: few numbers, an untested story. Keep watching.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film