AdaptHealth vs Option Care Health
AHCO 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 AHCO and OPCH compare
Option Care Health is the larger company, worth 4.5 times as much as AdaptHealth ($4.7B against $1.0B).
AdaptHealth grew revenue faster over the last twelve months (20.7% versus 5.9% for Option Care Health).
Option Care Health keeps more of each dollar of sales as profit, with a net margin of 3.7% compared with −11.4% at AdaptHealth.
Option Care Health scores higher on the StockData Score (15 against 7 for AdaptHealth), 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 | AHCO | OPCH |
|---|---|---|
| Size and price | ||
| Market cap | $1.0B | $4.7B |
| Share price | $7.66 | $31.65 |
| Change, 1 year | −17.8% | 9.0% |
| Change, 5 years | −66.7% | 19.3% |
| Beta (5Y) | 0.72 | 0.67 |
| Employees | 11K | 2,700 |
| StockData Score | ||
| Total score | 7 | 15 (better) |
| Valuation score | 3 | 4 (better) |
| Growth score | 1 | 3 (better) |
| Performance score | 0 | 3 (better) |
| Health score | 3 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 23.8× |
| P/S | 0.3× (better) | 0.8× |
| P/B | 0.9× (better) | 3.8× |
| EV/EBITDA | 24.2× | 14.2× (better) |
| P/FCF | 12.7× (better) | 15.6× |
| PEG | – | 1.56 |
| FCF yield | 7.8% (better) | 6.4% |
| Fair value | $19.52 | $32.65 |
| Margin of safety | 60.8% (better) | 3.1% |
| Growth | ||
| Revenue growth (TTM) | 20.7% (better) | 5.9% |
| Revenue growth, 5Y average | 25.2% (better) | 13.3% |
| Net income growth (TTM) | −595% | −0.79% (better) |
| EPS growth (TTM) | −638% | 6.4% (better) |
| Profitability | ||
| Gross margin | 15.7% | 19.1% (better) |
| Operating margin | −8.9% | 5.9% (better) |
| Net margin | −11.4% | 3.7% (better) |
| FCF margin | 2.3% | 5.3% (better) |
| Return on equity | −28.6% | 16.0% (better) |
| Return on invested capital | −7.9% | 10.9% (better) |
| Financial health | ||
| Debt / equity | 1.54 | 0.92 (better) |
| Net debt / EBITDA | 15.53 | 2.40 (better) |
| Interest coverage | – | 6.2× |
| Current ratio | 1.13 | 1.47 (better) |
| Altman Z-score | 0.53 | 3.89 (better) |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 104% | 105% |
| Held by insiders | 14.7% | 1.6% |
| Insider net buying, 12 months | $49.1M (better) | $501K |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 9.4% | 4.2% |
Go deeper
- AHCO stock overview
- AHCO income statement
- AHCO 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.