COMPARE · Reviewed July 29, 2026
DOCS vs OPCH
Verdict: Side-by-side breakdown using the Bull Rankings model. DOCS scored 90.7, OPCH scored 76.4 — DOCS leads.
Compare another set
DOCS
Doximity, Inc.
90.7
$21.63 · $3.9B
fundamentals as of
Score gap
14.3
DOCS leads
OPCH
Option Care Health, Inc.
76.4
$23.93 · $3.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
DOCS
stronger →← stronger
OPCH
90
Qualityreturns · margins · balance sheet
62
93
Growthrevenue & earnings expansion
92
89
Valuevaluation vs sector peers
78
DOCS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DOCS
OPCH
$326mC
FCF
$213mC
+13.1%B+
Rev
+16.2%B+
0.01A
D/E
0.94C
22.1xB+
P/E
18.7xA-
0.59A-
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
DOCS
OPCH
17% below
Price vs fair valuelower is cheaper
27% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~0%/yr
+8%
1-yr DCF upside
+23%
+20%
5-yr DCF upside
+37%
+39%
10-yr DCF upside
+59%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DOCS
Why this score
- Durable high returns
OPCH
Why this score
- Buying back stock
The companies
DOCSDoximity, Inc.
Why now
Health Information Services · market cap $3.9b. Down 72% from 52-week high of $76.51 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.59 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $24.61 (implying +14% upside).
Moat
Net margin 30% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 166% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 72% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.