Option Care Health runs home infusion pharmacy and nursing services, delivering IV antibiotics, specialty biologics and nutrition therapies to patients in their homes under payer contracts. Its moat is the network itself: it operates a national footprint of pharmacies and nursing branches, and payers and drug manufacturers route high-touch, complex infusions there because few competitors can match its reach and reimbursement relationships. The near-term story is margin repair rather than top-line acceleration, with revenue growth of just 1.9% but an operating margin of 5.9% that leaves room to expand if mix and payer terms improve. The stock trades at 23.7 times trailing earnings but 11.2 times forward earnings, a gap that implies the market expects a meaningful earnings recovery. That gap, against a 16.0% return on equity, is the reason to look deeper: the question for the team is whether the forward figure is credible given how thin the current margins are.
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See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
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ETFs we cover that hold Option Care Health Inc. Common Stock among their largest holdings, by weight.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 24 Oct 2026, 17:04 CEST | Rating | Fairly valued | first publication | $31.22 |
| 24 Oct 2026, 17:04 CEST | Fair value | $33.90 | $45.89 | $31.22 |
| 17 Oct 2026, 00:00 CEST | Fair value | $45.89 | $45.29 | $31.22 |
| 12 Oct 2026, 00:00 CEST | Fair value | $45.29 | $37.85 | $31.07 |
| 11 Oct 2026, 00:00 CEST | ACCE price target | $33.00 | first publication | $31.07 |
| 8 Oct 2026, 00:00 CEST | Fair value | $37.85 | $35.53 | $31.00 |
| 6 Oct 2026, 00:00 CEST | Fair value | $35.53 | $35.89 | $22.64 |
| 29 Sept 2026, 00:00 CEST | Fair value | $35.89 | $24.01 | $23.07 |
| 26 Sept 2026, 00:00 CEST | Fair value | $24.01 | $36.73 | $22.94 |
| 23 Sept 2026, 00:00 CEST | Fair value | $36.73 | $37.87 | $23.95 |
Answered from Option Care Health Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| OPCH Option Care Health Inc. Common Stock | $31.22 | $34 | 8% below | 23.7x | 16.0% | 48 | 58 |
| LFST LifeStance Health Group Inc. Common Stock | $12.93 | $6 | 103% above | 96.6x | 3.4% | 51 | 65 |
| CON Concentra Group Holdings Parent Inc. Common Stock | $39.25 | $27 | 47% above | 25.3x | 47.1% | 64 | 74 |
| MCOV-B.ST Medicover AB (publ) | kr 276.00 | kr 176 | 57% above | 45.2x | 15.5% | 43 | 54 |
| FORTIS.NS Fortis Healthcare Limited | ₹712.90 | - | - | 51.4x | - | 76 | 45 |
| NHC National HealthCare Corporation | $236.01 | $236 | At fair value | 27.3x | 13.3% | 68 | 77 |
| ASTERDM.NS Aster DM Quality Care Limited | ₹644.75 | - | - | 104.5x | - | 71 | 44 |
Where OPCH ranks against its sector peers on each metric.