OPTION CARE HEALTH, INC. vs PACS Group, Inc., two Medical Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Option Care infuses therapies in patients' homes; PACS operates the skilled-nursing facilities those patients hope to avoid, and the two post-acute models split the economics evenly: PACS earns the better margins, 8.5% operating against 5.4%, and returns, 23.4% on equity against 15.3%; Option Care carries the software-adjacent gross margin, 19.4%, of a logistics platform rather than a bed operator. The market prices PACS ten turns dearer, 27 against 17 times earnings, for its cash yield, 7.2% against 6.2%, and its turnaround engine. Both carry light debt. Two answers to aging demographics, the facility and the living room; the market currently pays more for the facility, the trend argues for the living room.
Comparison updated 2026-07-10.
| Metric | OPCH | PACS |
|---|---|---|
| Price | $21.76 | $41.88 |
| Market cap | $3.4B | $6.8B |
| Sector | Medical Care | Medical Care |
| Stage | Mature | Growth |
| Implied growth (priced in) | -4.3% | +7.9% |
| P/E | 17.0 | 27.0 |
| P/B | 2.55 | 6.51 |
| P/S | 0.61 | 1.25 |
| EV/EBITDA | 11.1 | 17.8 |
| Revenue growth | +9.4% | +23.6% |
| Gross margin | 19.4% | — |
| Operating margin | 5.4% | 8.4% |
| Net margin | 3.6% | 4.5% |
| Return on equity | 15.3% | 23.4% |
| Return on assets | 6.1% | 4.3% |
| Return on invested capital | 9.8% | 21.0% |
| FCF yield | 6.2% | 7.2% |
| Dividend yield | — | 0.5% |
| Debt / equity | 0.86 | 0.24 |
| Current ratio | 1.64 | 0.99 |
| Altman Z (solvency) | 3.31 | 2.01 |
| Piotroski F (quality) | 4 / 9 | 7 / 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.