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
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)