Last but not least, Oscar Health, one of the top healthcare companies in terms of integrating artificial intelligence into its operations to improve efficiency and performance.
It is one of the fastest growing healthcare companies since 2024. It has achieved a compound annual revenue growth rate of over 40%. Management anticipates compound annual revenue growth rates exceeding 20% from now until 2030.
It is controlling costs, and profits are improving as a result of this expansion in revenue and net profit.
Oscar Health, which is a health insurance company, had a really great quarter. They've got fantastic revenue. Their subscriber base is growing. Free cash flow is positive. Everything looks great.
How do you run a reverse DCF on that company? What terminal rate would you use for a company like this? And so that got us thinking about how we would go about looking at this.