COMPARE · Reviewed August 3, 2026
FMS vs OPCH
Verdict: Side-by-side breakdown using the Bull Rankings model. FMS scored 72.1, OPCH scored 76.8 — OPCH leads.
Compare another set
Different reporting periods. OPCH's fundamentals are as of March 2026, but FMS's are as of December 2016 — a 113-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
FMS
Fresenius Medical Care AG
72.1
$25.26 · $13.6B
fundamentals as of
Score gap
4.7
OPCH leads
OPCH
Option Care Health, Inc.
76.8
$23.70 · $3.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
FMS
stronger →← stronger
OPCH
75
Qualityreturns · margins · balance sheet
62
75
Growthrevenue & earnings expansion
92
78
Valuevaluation vs sector peers
79
OPCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FMS
OPCH
$1.1bC+
FCF
$213mC
+5.9%C+
Rev
+16.2%B+
0.78C+
D/E
1.01C
13.4xA-
P/E
18.0xA-
0.91B+
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
FMS
OPCH
40% below
Price vs fair valuelower is cheaper
33% below
~-5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
+50%
1-yr DCF upside
+36%
+68%
5-yr DCF upside
+49%
+99%
10-yr DCF upside
+70%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FMS
Why this score
- Buying back stock
- Foreign reporter (EUR)
OPCH
Why this score
- Buying back stock
The companies
FMSFresenius Medical Care AG
Why now
Medical Care Facilities · market cap $13.6b. 9% off the 52-week high of $27.64. PEG 0.91 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $25.95 (implying +3% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
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.