COMPARE · Reviewed August 3, 2026
OPCH vs PACS
Verdict: Side-by-side breakdown using the Bull Rankings model. OPCH scored 76.8, PACS scored 69.4 — OPCH leads.
Compare another set
OPCH
Option Care Health, Inc.
76.8
$23.58 · $3.5B
fundamentals as of
Score gap
7.4
OPCH leads
PACS
PACS Group, Inc.
69.4
$45.29 · $7.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
OPCH
stronger →← stronger
PACS
62
Qualityreturns · margins · balance sheet
60
92
Growthrevenue & earnings expansion
100
79
Valuevaluation vs sector peers
56
OPCH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OPCH
PACS
$213mC
FCF
$151mC
+16.2%B+
Rev
+22.2%A-
1.01C
D/E
3.36D
17.9xA-
P/E
29.2xB
1.23B
PEG
1.35B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
OPCH
PACS
33% below
Price vs fair valuelower is cheaper
207% above
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~33%/yr
+37%
1-yr DCF upside
-68%
+49%
5-yr DCF upside
-67%
+70%
10-yr DCF upside
-66%
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
PACS
Why this score
- Diluting shareholders
- Short track record
The companies
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.
PACSPACS Group, Inc.
Why now
Medical Care Facilities · market cap $7.2b. 6% off the 52-week high of $48.00. Revenue growing +22%, comfortably above the S&P median. 6 sell-side analysts publish a mean 1-yr target of $52.67 (implying +16% 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
D/E 3.36 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 4.5% 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.