BrightSpring Health Services, Inc. vs OPTION CARE HEALTH, INC., two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Economically these are neighbors on the same street: BrightSpring rolls up home, community, and pharmacy care services; Option Care runs home-infusion therapy. Thin margins are the family trait, operating lines of 3.4% and 5.4%, and the differences are posture: BrightSpring carries 1.29 turns of debt funding acquisitions, Option Care 0.86 and shrinking into a 6.2% free-cash yield, more than double BrightSpring's 2.7%. Returns on equity match near 15-16%. The market prices the acquirer at 49.1 times earnings and the operator at 17, a near-triple premium for growth bought with leverage over cash earned in place. Same patients, same payers, very different theories of how the business should compound.
Comparison updated 2026-07-10.
| Metric | BTSG | OPCH |
|---|---|---|
| Price | $68.80 | $21.76 |
| Market cap | $15.2B | $3.4B |
| Sector | Medical Care | Medical Care |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | -4.3% |
| P/E | 49.1 | 17.0 |
| P/B | 7.69 | 2.55 |
| P/S | 1.12 | 0.61 |
| EV/EBITDA | 41.7 | 11.1 |
| Revenue growth | +28.0% | +9.4% |
| Gross margin | 13.3% | 19.4% |
| Operating margin | 3.4% | 5.4% |
| Net margin | 2.3% | 3.6% |
| Return on equity | 15.7% | 15.3% |
| Return on assets | 5.0% | 6.1% |
| Return on invested capital | 7.2% | 9.8% |
| FCF yield | 2.7% | 6.2% |
| Debt / equity | 1.29 | 0.86 |
| Current ratio | 1.74 | 1.64 |
| Altman Z (solvency) | 4.65 | 3.31 |
| Piotroski F (quality) | 5 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.