OPTION CARE HEALTH INC (OPCH)
Health Care · Home and alternate-site infusion pharmacy services · NASDAQ
The largest independent U.S. provider of home and alternate-site infusion services, delivering complex therapies to patients' homes and clinics.
What OPTION CARE HEALTH INC does
Option Care Health is the largest independent provider of home and alternate site infusion services across a national network of 196 locations in 43 states. The company delivers pharmaceuticals and complex compounded solutions for intravenous treatment in patients' homes or non-hospital settings, coordinated with physicians. Its multidisciplinary team of over 5,000 clinicians—including pharmacists, nurses, dietitians, and pharmacy technicians—manages infusion therapy for complex and chronic medical conditions. Option Care Health serves managed care organizations, third-party payers, hospitals, physicians, and other referral sources with clinical management, nursing support, care coordination, and outcome monitoring.
Themes: ["Home infusion therapy","Post-acute care / care transition","Specialty pharmacy","Chronic disease management","Cost-effective healthcare delivery"]
Fundamentals
- Price$21.67 as of 2026-07-09 close
- Market cap$3.4B as of 2026-07-10
- 1-year return-29.3% as of 2026-07-09 close
- P/E16.39 as of 2026-07-10
- Net margin+3.6% as of 2026-07-10
- Gross margin+19.2% as of 2026-07-10
- ROE+15.3% as of 2026-07-10
- Debt / equity0.86 as of 2026-07-10
- Revenue growth (YoY)+9.3% as of 2026-07-10
- Revenue CAGR (3y)+13.4% SEC XBRL
- Beta0.61 as of 2026-07-10
Key risks (from latest filing)
["Reimbursement and payment rate pressure from managed care organizations and third-party payers; changes in healthcare policy and regulatory requirements could reduce revenue or margins","Reliance on complex pharmaceutical supply chain; disruptions in medication availability or manufacturing could impact service delivery","Dependence on physician referrals and relationships; loss of key referral sources or network partners could reduce patient volumes"]
Competitors & peers
- CVS Health (pharmacy-based home infusion division)
- Coram CVS/Amedisys (home infusion)
- BioScrip (merged into OPCH in 2019; historical competitor)
- Ven-A-Care (specialty infusion)
- Walgreens (Infusion Services)
- CareCentrix (home care coordination)
- LHC Group (home healthcare and post-acute care)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.