Option Care Health, Inc. (OPCH) Stock Analysis
Healthcare · Medical Care Facilities · NasdaqGS
Option Care Health, Inc. (OPCH) posted $5.65B in revenue for fiscal 2025 (up 13.0% year over year), at a 3.7% net margin, and has compounded revenue about 13.3%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Option Care Health, Inc.
Option Care Health, Inc. has grown revenue from $935.59M to $5.65B over the last 10 fiscal years, compounding about 13.3% a year. The most recent year was up 13%, roughly in line with its longer-run pace.
Net margin sits at 3.7%, down 0.5 points year over year on a 19.3% gross margin. It carries about $1.16B of total debt.
At today's valuation the market is pricing in roughly 4.2% annual free-cash-flow growth — versus the 16.7% it actually delivered over the last five years, so the price is arguably undemanding against what it has already proven.
Synthesised from Option Care Health, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Option Care Health, Inc. revenue & earnings — last 10 fiscal years
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $935.59M | $1.83B | $1.94B | $2.31B | $3.03B | $3.44B | $3.94B | $4.30B | $5.00B | $5.65B |
| Gross profit | $262.08M | $446.00M | $422.21M | $513.00M | $682.26M | $779.61M | $866.92M | $981.22M | $1.01B | $1.09B |
| Net income | $-42.77M | $3.88M | $-6.12M | $-75.92M | $-8.08M | $139.90M | $150.56M | $267.09M | $211.82M | $207.59M |
| Net margin | -4.6% | 0.2% | -0.3% | -3.3% | -0.3% | 4.1% | 3.8% | 6.2% | 4.2% | 3.7% |
Source: Option Care Health, Inc. SEC filings (10-K). 18 years of history available in the interactive view.
Option Care Health, Inc.: no obvious red flags in the filings
Our deterministic scan of the filed statements — receivables vs sales, earnings vs cash, dilution, leverage and margins — didn't flag anything. Ask about the risks →
What growth is priced into OPCH stock?
At today's market cap of $3.37B, Option Care Health, Inc. is priced for free-cash-flow growth of about 4.2% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $217.14M from the FY ending 2025-12-31). For comparison, free cash flow actually grew 16.7%/yr over the last five fiscal years and revenue 13.3%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 18 years of Option Care Health, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Option Care Health, Inc. financial history by metric
Compare Option Care Health, Inc. with peers
About Option Care Health, Inc.
Option Care Health, Inc. offers home and alternate site infusion services in the United States. The company provides anti-infective therapy and services; home infusion services to treat heart failure; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders. It also offers treatments to manage the progression of neurological disorders, such as Duchenne muscular dystrophy, multiple sclerosis, Alzheimer's disease, and other neurological disorder; infusion therapies for bleeding disorders, such as hemophilia and von Willebrand diseases; therapies for women with high-risk pregnancies; and other infusion therapies to treat various conditions, including pain management, chemotherapy, and respiratory medications, as well as nursing services. The company markets its services through patient referrals, including physicians, hospital discharge planners, hospital personnel, health maintenance organizations, and preferred provider organizations. The company is headquartered in Bannockburn, Illinois.
Option Care Health, Inc. — frequently asked questions
What is Option Care Health, Inc.'s revenue?
Option Care Health, Inc. (OPCH) reported revenue of $5.65B for fiscal year 2025, up 13.0% from the prior year, according to its SEC filings.
Is Option Care Health, Inc. profitable?
Yes. OPCH earned net income of $207.59M in fiscal 2025, a net margin of 3.7%.
What is OPCH's P/E ratio?
Option Care Health, Inc. trades at a price-to-earnings ratio of about 16.8 based on the latest data in our nightly-refreshed cache.
How fast is Option Care Health, Inc. growing?
OPCH's revenue grew at roughly 13.3% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Option Care Health, Inc. have?
As of fiscal year 2025, OPCH carried roughly $1.16B in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Option Care Health, Inc.'s gross margin?
OPCH's gross margin was 19.3% in fiscal 2025 — gross profit of $1.09B on revenue of $5.65B.
What is Option Care Health, Inc.'s market cap?
Option Care Health, Inc. (OPCH) has a market capitalization of about $3.37B, based on the latest data in our nightly-refreshed cache.
When does Option Care Health, Inc.'s fiscal year end?
OPCH's fiscal year ends in December. Its most recent annual filing covers the fiscal year ending 2025-12-31.
What growth is priced into OPCH stock?
At today's market cap of $3.37B, Option Care Health, Inc. is priced for free-cash-flow growth of about 4.2% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $217.14M from the FY ending 2025-12-31). For comparison, free cash flow actually grew 16.7%/yr over the last five fiscal years and revenue 13.3%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from Option Care Health, Inc.'s official SEC filings (10-K and 10-Q), covering 18 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.