CONCENTRA GROUP HOLDINGS PARENT, 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.
Neither growth rate prints here, but the models imply the direction: Concentra's occupational-health clinics grow with employment and employer safety budgets, Option Care's home infusion with the migration of care out of hospitals, and the market pays 21.7 and 17 times earnings respectively for those tailwinds. Concentra earns the fatter margins, 16.8% operating against 5.4%, but carries 3.62 turns of spinoff debt against Option Care's 0.86. Free-cash yields favor the infusion operator, 6.2% against 5.5%. Returns on assets are a dead heat at 6.1%. One page offers margin with leverage, the other volume with optionality; the four-turn multiple gap is smaller than the difference in what could go wrong.
Comparison updated 2026-07-10.
| Metric | CON | OPCH |
|---|---|---|
| Price | $30.16 | $21.76 |
| Market cap | $3.9B | $3.4B |
| Sector | Medical Care | Medical Care |
| Stage | Growth | Mature |
| Implied growth (priced in) | -4.1% | -4.3% |
| P/E | 21.7 | 17.0 |
| P/B | 8.97 | 2.55 |
| P/S | 1.74 | 0.61 |
| EV/EBITDA | 12.6 | 11.1 |
| Revenue growth | +15.5% | +9.4% |
| Gross margin | — | 19.4% |
| Operating margin | 16.8% | 5.4% |
| Net margin | 8.0% | 3.6% |
| Return on equity | 41.2% | 15.3% |
| Return on assets | 6.2% | 6.1% |
| Return on invested capital | 13.2% | 9.8% |
| FCF yield | 5.5% | 6.2% |
| Dividend yield | 0.8% | — |
| Debt / equity | 3.62 | 0.86 |
| Current ratio | 1.26 | 1.64 |
| Altman Z (solvency) | 1.96 | 3.31 |
| Piotroski F (quality) | 7 / 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.