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.
Where BTSG and OPCH diverge most: on revenue growth, BTSG reads +38.6% and OPCH reads +9.4%; on ev/ebitda, BTSG reads 25.8 and OPCH reads 14.7. The rest of the comparable metrics sit closer together. What OPCH's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BTSG | OPCH |
|---|---|---|
| Price | $63.77 | $31.08 |
| Market cap | $12.6B | $4.9B |
| Sector | Medical Care | Medical Care |
| Stage | Growth | Mature |
| P/E | 38.6 | 24.3 |
| P/B | 6.16 | 3.64 |
| P/S | 0.88 | 0.87 |
| EV/EBITDA | 25.8 | 14.7 |
| Revenue growth | +38.6% | +9.4% |
| Gross margin | 12.7% | 19.4% |
| Operating margin | 3.4% | 5.4% |
| Net margin | 2.5% | 3.6% |
| Return on equity | 17.9% | 15.3% |
| Return on assets | 6.1% | 6.1% |
| Return on invested capital | 9.8% | 9.8% |
| FCF yield | 3.2% | 4.3% |
| Debt / equity | 1.07 | 0.86 |
| Current ratio | 1.59 | 1.64 |
| Altman Z (solvency) | 4.59 | 3.75 |
| Piotroski F (quality) | 5 / 9 | 4 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.