COMPARE · Reviewed July 29, 2026
CI vs OPCH
Verdict: Side-by-side breakdown using the Bull Rankings model. CI scored 73.2, OPCH scored 76.4 — OPCH leads.
Compare another set
CI
The Cigna Group
73.2
$296.47 · $78.4B
fundamentals as of
Score gap
3.2
OPCH leads
OPCH
Option Care Health, Inc.
76.4
$23.93 · $3.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CI
stronger →← stronger
OPCH
59
Qualityreturns · margins · balance sheet
62
85
Growthrevenue & earnings expansion
92
78
Valuevaluation vs sector peers
78
OPCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CI
OPCH
$7.7bB+
FCF
$213mC
+11.3%B
Rev
+16.2%B+
0.73C+
D/E
0.94C
12.6xA
P/E
18.7xA-
0.87B+
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
CI
OPCH
41% below
Price vs fair valuelower is cheaper
27% below
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~0%/yr
+54%
1-yr DCF upside
+23%
+68%
5-yr DCF upside
+37%
+92%
10-yr DCF upside
+59%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CI
Why this score
- Raising its dividend
OPCH
Why this score
- Buying back stock
The companies
CIThe Cigna Group
Why now
Healthcare Plans · market cap $78.4b. 6% off the 52-week high of $315.47. Revenue growing +11%, comfortably above the S&P median. PEG 0.87 — paying under fair value for the growth rate. 24 sell-side analysts publish a mean 1-yr target of $340.92 (implying +15% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 122% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $78.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Net margin 2.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.