COMPARE · Reviewed July 29, 2026
OPCH vs OSCR
Verdict: Side-by-side breakdown using the Bull Rankings model. OPCH scored 76.4, OSCR scored 74.4 — OPCH leads.
Compare another set
OPCH
Option Care Health, Inc.
76.4
$23.93 · $3.8B
fundamentals as of
Score gap
2.0
OPCH leads
OSCR
Oscar Health, Inc.
74.4
$30.57 · $9.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
OPCH
stronger →← stronger
OSCR
62
Qualityreturns · margins · balance sheet
41
92
Growthrevenue & earnings expansion
100
78
Valuevaluation vs sector peers
100
OSCR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OPCH
OSCR
$213mC
FCF
$2.8bB
+16.2%B+
Rev
+27.5%A-
0.94C
D/E
0.29B
18.7xA-
P/E
—
1.26B
PEG
—
—
P/S
0.7xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
OPCH
OSCR
27% below
Price vs fair valuelower is cheaper
76% below
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-22%/yr
+23%
1-yr DCF upside
+216%
+37%
5-yr DCF upside
+309%
+59%
10-yr DCF upside
+478%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
OPCH
Why this score
- Buying back stock
OSCR
No notable signals flagged.
The companies
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.
OSCROscar Health, Inc.
Why now
Healthcare Plans · market cap $9.2b. 8% off the 52-week high of $33.10. Revenue growing +27% — in hypergrowth territory. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $25.20 (implying -18% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -0.3%) — path to GAAP profitability is the core thesis risk. Beta 2.34 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. ROE -3% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.