COMPARE · Reviewed August 10, 2026
NBIX vs OSCR
Verdict: Side-by-side breakdown using the Bull Rankings model. NBIX scored 87.5, OSCR scored 88.4 — OSCR leads.
Compare another set
NBIX
Neurocrine Biosciences, Inc.
87.5
$164.92 · $16.8B
fundamentals as of
Score gap
0.9
OSCR leads
OSCR
Oscar Health, Inc.
88.4
$27.67 · $8.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
NBIX
stronger →← stronger
OSCR
81
Qualityreturns · margins · balance sheet
79
100
Growthrevenue & earnings expansion
100
83
Valuevaluation vs sector peers
88
NBIX and OSCR split the three pillars evenly.
Fundamentals, head-to-head
NBIX
OSCR
$870mC+
FCF
$4.4bB
+34.4%A
Rev
+27.5%A-
0.12B+
D/E
0.23B
24.1xB+
P/E
21.3xB+
0.48A
PEG
0.77A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NBIX
OSCR
9% below
Price vs fair valuelower is cheaper
78% below
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
-11%
1-yr DCF upside
+344%
+10%
5-yr DCF upside
+349%
+49%
10-yr DCF upside
+356%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NBIX
Why this score
- Durable high returns
- Diluting shareholders
OSCR
No notable signals flagged.
The companies
NBIXNeurocrine Biosciences, Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $16.8b. 11% off the 52-week high of $186.12. Revenue growing +34% — in hypergrowth territory. PEG 0.48 — paying under fair value for the growth rate. 27 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $213.13 (implying +29% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 123% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
OSCROscar Health, Inc.
Why now
Healthcare Plans · market cap $8.5b. 16% off the 52-week high of $33.10. Revenue growing +27% — in hypergrowth territory. PEG 0.77 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $28.20 (implying +2% upside).
Moat
ROE 34% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 2.38 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Net margin 3.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where NBIX and OSCR diverge
On the headline score the gap is 0.9 points in favour of OSCR. The widest single difference is Value, where OSCR leads by 4.7 points.
- ValueNBIX 83.0 · OSCR 87.7OSCR +4.7
- QualityNBIX 80.6 · OSCR 78.9level
- GrowthNBIX 100.0 · OSCR 100.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.