Addus HomeCare vs Option Care Health
ADUS and OPCH side by side, both in health services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ADUS and OPCH compare
Option Care Health is the larger company, worth 2.1 times as much as Addus HomeCare ($4.7B against $2.3B).
On earnings, Addus HomeCare is cheaper: it trades at 20.5× trailing earnings, against 23.8× for Option Care Health.
Addus HomeCare grew revenue faster over the last twelve months (11.5% versus 5.9% for Option Care Health).
Addus HomeCare keeps more of each dollar of sales as profit, with a net margin of 7.4% compared with 3.7% at Option Care Health.
Addus HomeCare scores higher on the StockData Score (20 against 15 for Option Care Health), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ADUS | OPCH |
|---|---|---|
| Size and price | ||
| Market cap | $2.3B | $4.7B |
| Share price | $123.00 | $31.65 |
| Change, 1 year | 8.2% | 9.0% |
| Change, 5 years | 22.5% | 19.3% |
| Beta (5Y) | 0.54 | 0.67 |
| Employees | 5,290 | 2,700 |
| StockData Score | ||
| Total score | 20 (better) | 15 |
| Valuation score | 5 (better) | 4 |
| Growth score | 4 (better) | 3 |
| Performance score | 5 (better) | 3 |
| Health score | 6 (better) | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 20.5× (better) | 23.8× |
| P/S | 1.5× | 0.8× (better) |
| P/B | 1.9× (better) | 3.8× |
| EV/EBITDA | 12.9× (better) | 14.2× |
| P/FCF | 15.9× | 15.6× (better) |
| PEG | 0.91 (better) | 1.56 |
| FCF yield | 6.3% | 6.4% (better) |
| Fair value | $144.79 | $32.65 |
| Margin of safety | 15.1% (better) | 3.1% |
| Growth | ||
| Revenue growth (TTM) | 11.5% (better) | 5.9% |
| Revenue growth, 5Y average | 13.2% | 13.3% (better) |
| Net income growth (TTM) | 29.7% (better) | −0.79% |
| EPS growth (TTM) | 28.5% (better) | 6.4% |
| EPS growth, 5Y average | 20.2% | – |
| Profitability | ||
| Gross margin | 32.3% (better) | 19.1% |
| Operating margin | 10.3% (better) | 5.9% |
| Net margin | 7.4% (better) | 3.7% |
| FCF margin | 9.6% (better) | 5.3% |
| Return on equity | 10.0% | 16.0% (better) |
| Return on invested capital | 10.5% | 10.9% (better) |
| Financial health | ||
| Debt / equity | 0.02 (better) | 0.92 |
| Net debt / EBITDA | −0.45 | 2.40 (better) |
| Interest coverage | 19.7× (better) | 6.2× |
| Current ratio | 1.64 (better) | 1.47 |
| Altman Z-score | 7.11 (better) | 3.89 |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 104% | 105% |
| Held by insiders | 2.8% | 1.6% |
| Insider net buying, 12 months | −$20.7M | $501K (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 5.5% | 4.2% |
Go deeper
- ADUS stock overview
- ADUS income statement
- ADUS valuation and score
- OPCH stock overview
- OPCH income statement
- OPCH valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.