FRESENIUS MEDICAL CARE AG vs OPTION CARE HEALTH, INC., two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Fresenius Medical at 12.7 times earnings is priced for dialysis economics to stay pressured; Option Care at 17 times for home infusion to keep taking share from hospital settings. Both operate care logistics at thin margins, 11.7% and 5.4% operating, and both carry light leverage. The cash split is decisive and one-sided: Fresenius converts 21.5% of its price into free cash, more than triple Option Care's 6.2%, and pays a 1.7% dividend besides. Returns on equity favor the smaller firm, 15.3% against 8.3%. The market charges four extra turns for Option Care's growth setting against Fresenius' regulated grind; the cash yields say the grind currently pays much better.
Comparison updated 2026-07-10.
| Metric | FMS | OPCH |
|---|---|---|
| Price | $23.25 | $21.76 |
| Market cap | $13.6B | $3.4B |
| Sector | Medical Care | Medical Care |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | -4.3% |
| P/E | 12.7 | 17.0 |
| P/B | 0.87 | 2.55 |
| P/S | 0.64 | 0.61 |
| EV/EBITDA | 3.3 | 11.1 |
| Revenue growth | +1.5% | +9.4% |
| Gross margin | — | 19.4% |
| Operating margin | 11.7% | 5.4% |
| Net margin | 6.1% | 3.6% |
| Return on equity | 8.3% | 15.3% |
| Return on assets | 3.8% | 6.1% |
| Return on invested capital | 10.1% | 9.8% |
| FCF yield | 21.4% | 6.2% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.00 | 0.86 |
| Current ratio | 1.26 | 1.64 |
| Altman Z (solvency) | 1.76 | 3.31 |
| Piotroski F (quality) | 8 / 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.