Oak Street Health, Inc. (OSH)

Oak Street Health, Inc. (OSH) — VMCI valuation read

OSH screens at VMCI 38/100, a 12-point gap below the Healthcare sector median (50). For a mid-cap Oak Street Health, Inc. share, that placement says the multi-pillar composite is richer or lower quality than the typical peer on a like-for-like basis.

OSH has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: OSH trades at 16.0x earnings, 11% below the Healthcare median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Healthcare group. Quality: ROIC of 8.0% trails the Healthcare median (10.0%) by 2.0pp, the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 2.8x is the rate-sensitivity line to watch, which sets the rate-cycle exposure for Oak Street Health, Inc..

OSH fell 3.6% over the trailing 7 days, with a -10.7% read on a 30-day basis.