COMPARE · Reviewed August 4, 2026
EHC vs OPCH
Verdict: Side-by-side breakdown using the Bull Rankings model. EHC scored 70.4, OPCH scored 76.8 — OPCH leads.
Compare another set
EHC
Encompass Health Corporation
70.4
$110.50 · $11.0B
fundamentals as of
Score gap
6.4
OPCH leads
OPCH
Option Care Health, Inc.
76.8
$23.69 · $3.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
EHC
stronger →← stronger
OPCH
69
Qualityreturns · margins · balance sheet
62
76
Growthrevenue & earnings expansion
92
67
Valuevaluation vs sector peers
79
OPCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EHC
OPCH
$464mC
FCF
$213mC
+10.0%B
Rev
+16.2%B+
0.83C+
D/E
1.01C
18.9xA-
P/E
17.9xA-
0.41A
PEG
1.23B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EHC
OPCH
4% below
Price vs fair valuelower is cheaper
34% below
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
-4%
1-yr DCF upside
+37%
+4%
5-yr DCF upside
+50%
+17%
10-yr DCF upside
+74%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EHC
Why this score
- Raising its dividend
OPCH
Why this score
- Buying back stock
The companies
EHCEncompass Health Corporation
Why now
Medical Care Facilities · market cap $11.0b. 14% off the 52-week high of $127.99. Revenue growing +10%, comfortably above the S&P median. PEG 0.41 — paying under fair value for the growth rate. 12 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $140.50 (implying +27% upside).
Moat
ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
OPCHOption Care Health, Inc.
Why now
Medical Care Facilities · market cap $3.5b. Down 36% 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 $28.58 (implying +21% 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 36% 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.