COMPARE · Reviewed July 29, 2026
ADUS vs OPCH
Verdict: Side-by-side breakdown using the Bull Rankings model. ADUS scored 75.1, OPCH scored 76.4 — OPCH leads.
Compare another set
ADUS
Addus HomeCare Corporation
75.1
$119.13 · $2.2B
fundamentals as of
Score gap
1.3
OPCH leads
OPCH
Option Care Health, Inc.
76.4
$23.93 · $3.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
ADUS
stronger →← stronger
OPCH
57
Qualityreturns · margins · balance sheet
62
96
Growthrevenue & earnings expansion
92
77
Valuevaluation vs sector peers
78
OPCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADUS
OPCH
$137mC
FCF
$213mC
+19.6%B+
Rev
+16.2%B+
0.12B+
D/E
0.94C
22.0xB+
P/E
18.7xA-
1.11B+
PEG
1.26B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADUS
OPCH
9% below
Price vs fair valuelower is cheaper
27% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~0%/yr
+4%
1-yr DCF upside
+23%
+10%
5-yr DCF upside
+37%
+18%
10-yr DCF upside
+59%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADUS
No notable signals flagged.
OPCH
Why this score
- Buying back stock
The companies
ADUSAddus HomeCare Corporation
Why now
Medical Care Facilities · market cap $2.2b. 4% off the 52-week high of $124.44. Revenue growing +20%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $133.00 (implying +12% upside).
Moat
FCF converts 138% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
OPCHOption Care Health, Inc.
Why now
Medical Care Facilities · market cap $3.8b. Down 35% from 52-week high of $36.80 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $28.33 (implying +18% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 103% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 4.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.