ENSIGN GROUP, 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.
Both companies grow with care's migration out of hospitals, Ensign acquiring and turning around skilled-nursing facilities, Option Care infusing therapies in living rooms, and their free-cash yields nearly match, 6.1% and 6.2%. The market prices the acquirer's compounding at 26.6 times earnings and the infusion operator's at 17, ten turns of premium for Ensign's turnaround engine. Returns on equity are a dead heat, 15.3% both; margins favor Ensign modestly, 9% against 5.4% operating. Ensign runs near debt-free, Option Care at 0.86 turns. Identical cash generation, identical returns, ten turns of multiple between them: the spread is entirely the market's confidence that Ensign's model repeats and Option Care's merely continues.
Comparison updated 2026-07-10.
| Metric | ENSG | OPCH |
|---|---|---|
| Price | $163.16 | $21.76 |
| Market cap | $9.7B | $3.4B |
| Sector | Medical Care | Medical Care |
| Stage | Growth | Mature |
| Implied growth (priced in) | +6.5% | -4.3% |
| P/E | 26.6 | 17.0 |
| P/B | 4.10 | 2.55 |
| P/S | 1.84 | 0.61 |
| EV/EBITDA | 16.7 | 11.1 |
| Revenue growth | +19.2% | +9.4% |
| Gross margin | — | 19.4% |
| Operating margin | 9.0% | 5.4% |
| Net margin | 6.9% | 3.6% |
| Return on equity | 15.3% | 15.3% |
| Return on assets | 6.5% | 6.1% |
| Return on invested capital | 13.9% | 9.8% |
| FCF yield | 6.1% | 6.2% |
| Dividend yield | 0.1% | — |
| Debt / equity | 0.06 | 0.86 |
| Current ratio | 1.56 | 1.64 |
| Altman Z (solvency) | 3.37 | 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.