Added to YB: 2025-05-28
Pitch date: 2025-03-31
OPCH [neutral]
Option Care Health, Inc.
-5.48%
current return
Author Info
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Company Info
Option Care Health, Inc. offers home and alternate site infusion services in the United States. The company provides anti-infective therapy and services; home infusion services to treat heart failures; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including crohn’s disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders.
Market Cap
$4.5B
Pitch Price
$34.84
Price Target
38.00 (+15%)
Dividend
N/A
EV/EBITDA
12.37
P/E
22.37
EV/Sales
0.99
Sector
Health Care Providers and Services
Category
growth
The Gabelli Focused Growth and Income Fund Portfolio Holding: Option Care Health, Inc.
OPCH (holding update): Largest US independent home/alt-site infusion provider. Q4 outperformance with -20% top-line growth but 9% gross profit expansion. 2025 guidance raised. Management consistently exceeds targets. PMV $38 vs current $34.95. 40+ years experience reducing hospitalizations.
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