COMPARE · Data as of August 21, 2026
FMS vs OPCH
Verdict: Side-by-side breakdown using the Bull Rankings model. FMS scored 72.8, OPCH scored 76.2 — OPCH leads.
Compare another set
FMS
Fresenius Medical Care AG
72.8
$23.43 · $12.5B
Score gap
3.4
OPCH leads
OPCH
Option Care Health, Inc.
76.2
$23.49 · $3.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestFMS12.2x
- Fastest growthOPCH+16.2%
- Strongest balance sheetFMS0.81
- Highest qualityFMS74 / 100
- Largest discount to fair valueFMS-58%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
FMS
stronger →← stronger
OPCH
74
Qualityreturns · margins · balance sheet
62
75
Growthrevenue & earnings expansion
90
81
Valuevaluation vs sector peers
80
FMS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FMS
OPCH
$1.1bC+
FCF
$213mC
+5.9%C+
Rev
+16.2%B+
0.81C+
D/E
1.01C
12.2xA
P/E
17.8xA-
0.83B+
PEG
1.25B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
FMS
OPCH
58% below
Price vs fair valuelower is cheaper
35% below
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
+82%
1-yr DCF upside
+38%
+140%
5-yr DCF upside
+53%
+263%
10-yr DCF upside
+78%
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 $12.5b. 15% off the 52-week high of $27.64. PEG 0.83 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $26.02 (implying +11% 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 +22% 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
OPCH leads FMS by 3.4 points (76.2 to 72.8), its sharpest advantage coming in Rev (grade B+). A contrarian could still prefer FMS, which trades about 58% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — FMS screens as value, OPCH screens as growth — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where FMS and OPCH diverge
On the headline score the gap is 3.4 points in favor of OPCH. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthFMS 75.3 · OPCH 89.7OPCH +14.4
- QualityFMS 74.2 · OPCH 61.9FMS +12.3
- ValueFMS 80.6 · OPCH 79.5level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.