Option Care Health

OPCH

Market cap $4.43B

Investors interested in Medical - Outpatient and Home Healthcare stocks are likely familiar with Option Care (OPCH) and Chemed (CHE). But which of these two stocks is more attractive to value investors?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

BANNOCKBURN, Ill., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Option Care Health Inc. (“Option Care Health”) (NASDAQ: OPCH), the nation's largest independent provider of home and alternate site infusion services, today announced that the company will release results for its third quarter ended September 30, 2025 on Thursday, October 30, 2025 before the market opens. In conjunction, the management team will host a conference call to review the results at 8:30 a.m. E.T. on the same day.

BANNOCKBURN, Ill., Aug. 25, 2025 (GLOBE NEWSWIRE) -- Option Care Health, Inc. (“Option Care Health”) (Nasdaq: OPCH), the nation's largest independent provider of home and alternate site infusion services, will participate in the following upcoming investor conferences:

Mike Shapiro to Step Down After 10 Years With the Company; Meenal Sethna Named EVP and CFO Effective October 1, 2025 Mike Shapiro to Step Down After 10 Years With the Company; Meenal Sethna Named EVP and CFO Effective October 1, 2025

SOUTH SAN FRANCISCO, Calif. & BANNOCKBURN, Ill.--(BUSINESS WIRE)---- $QNCX #biotech--Quince Therapeutics, Inc. (Nasdaq: QNCX), a late-stage biotechnology company dedicated to unlocking the power of a patient's own biology for the treatment of rare diseases, today announced that it has formed a strategic relationship with Option Care Health, Inc. (Nasdaq: OPCH), the nation's largest independent provider of home and ambulatory infusion services, to support the commercial development and efficient launch of Quince's.

Option Care Health's revenue growth is strong, but margin compression and weak returns on capital undermine long-term investment appeal. High competition and commodity-like services force OPCH to operate with low margins and slow capital turnover, failing to meet my 12% return hurdle. Cash flow conversion has weakened, and aggressive share buybacks signal a lack of attractive reinvestment opportunities, risking value destruction.

Option Care (OPCH) Q2 Revenue Jumps 15%

Option Care Health, Inc. (NASDAQ:OPCH ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants John C. Rademacher - CEO, President & Director Michael H.

Option Care (OPCH) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.3 per share a year ago.