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Added to YB: 2025-07-17

Pitch date: 2025-07-16

OPCH [bullish]

Option Care Health, Inc.

+10.84%

current return

Author Info

No bio for this author

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

$30.26

Price Target

69.80 (+110%)

Dividend

N/A

EV/EBITDA

12.37

P/E

22.37

EV/Sales

0.99

Sector

Health Care Providers and Services

Category

growth

Show full summary:
From Walgreens Offshoot to Infusion Giant: The Option Care Health Story

OPCH: Home/alternate infusion leader cutting hospital costs 20-40%. National network serves 96% US population with 91 pharmacies, 99 infusion suites. 75% chronic/25% acute revenue mix provides stability. Advanced Practitioner model expanding capabilities at 50% utilized facilities. FCF $250M+ fueling buybacks. 15.4x 2025 owner earnings, 17.4% IRR to $69.80 in 5 years.

Read full article (9 min)