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Added to YB: 2026-09-08

Pitch date: 2026-09-05

OPCH [bullish]

Option Care Health, Inc.

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 failure; 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

$3.6B

Pitch Price

N/A

Price Target

45.00 (+86%)

Dividend

N/A

EV/EBITDA

10.42

P/E

18.32

EV/Sales

0.83

Sector

Health Care Providers and Services

Category

value

Show full summary:
Summer Investment Letter Big Green Capital - Option Care Health, Inc.

OPCH: Option Care Health’s >30% post-earnings selloff followed an additional $30M gross-profit warning despite more than $1B in annual gross profit. Estimates incorporating Stellara headwinds imply the shares price in perpetual 3% growth, versus management’s credible mid-term low-double-digit EPS growth guidance, supporting fair value above $45 and nearly 100% upside from August 28 levels. Risks include Vygart, subcutaneous formulations, SCIG and FcRn inhibitors.

Read full article (1 min)