COMPARE · Reviewed July 29, 2026
OPCH vs VEEV
Verdict: Side-by-side breakdown using the Bull Rankings model. OPCH scored 76.4, VEEV scored 81.9 — VEEV leads.
Compare another set
OPCH
Option Care Health, Inc.
76.4
$23.93 · $3.8B
fundamentals as of
Score gap
5.5
VEEV leads
VEEV
Veeva Systems Inc.
81.9
$207.91 · $33.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
OPCH
stronger →← stronger
VEEV
62
Qualityreturns · margins · balance sheet
77
92
Growthrevenue & earnings expansion
94
78
Valuevaluation vs sector peers
75
VEEV is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OPCH
VEEV
$213mC
FCF
$1.7bC+
+16.2%B+
Rev
+16.2%B+
0.94C
D/E
0.01A-
18.7xA-
P/E
36.9xC+
1.26B
PEG
0.88B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
OPCH
VEEV
27% below
Price vs fair valuelower is cheaper
11% above
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
+23%
1-yr DCF upside
-18%
+37%
5-yr DCF upside
-10%
+59%
10-yr DCF upside
+4%
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
VEEV
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.
VEEVVeeva Systems Inc.
Why now
Health Information Services · market cap $33.8b. Down 33% from 52-week high of $310.50 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.88 — paying under fair value for the growth rate. 28 sell-side analysts rate this a Buy with a mean 1-yr target of $244.14 (implying +17% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 177% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 10.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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.