COMPARE · Data as of August 25, 2026
OPCH vs PACS
Verdict: Side-by-side breakdown using the Bull Rankings model. OPCH scored 76.1, PACS scored 70.6 — OPCH leads.
Compare another set
Different reporting periods. PACS's fundamentals are as of June 2026, but OPCH's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
OPCH
Option Care Health, Inc.
76.1
$23.64 · $3.5B
fundamentals as of
Score gap
5.5
OPCH leads
PACS
PACS Group, Inc.
70.6
$43.94 · $7.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestOPCH17.9x
- Fastest growthOPCH+16.2%
- Strongest balance sheetOPCH1.01
- Highest qualityPACS63 / 100
- Largest discount to fair valueOPCH-34%
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)
OPCH
stronger →← stronger
PACS
62
Qualityreturns · margins · balance sheet
63
90
Growthrevenue & earnings expansion
90
79
Valuevaluation vs sector peers
62
OPCH and PACS split the three pillars evenly.
Fundamentals, head-to-head
OPCH
PACS
$213mC
FCF
$121mC
+16.2%B+
Rev
+15.2%B+
1.01C
D/E
3.05D
17.9xA-
P/E
25.7xB
1.27B
PEG
1.19B+
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
OPCH
PACS
34% below
Price vs fair valuelower is cheaper
250% above
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
+37%
1-yr DCF upside
-73%
+52%
5-yr DCF upside
-71%
+77%
10-yr DCF upside
-69%
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
- 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 publish 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 $7.0b. 11% off the 52-week high of $49.49. Revenue growing +15%, comfortably above the S&P median. 5 sell-side analysts publish a mean 1-yr target of $59.20 (implying +35% 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 3.05 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 4.9% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
OPCH leads PACS by 5.5 points (76.1 to 70.6), its sharpest advantage coming in D/E (grade C). A contrarian could still prefer PACS for its stronger PEG (grade B+).
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 OPCH and PACS diverge
On the headline score the gap is 5.5 points in favor of OPCH. The widest single difference is Value, where OPCH leads by 16.8 points.
- ValueOPCH 79.2 · PACS 62.4OPCH +16.8
- QualityOPCH 61.9 · PACS 62.8level
- GrowthOPCH 89.7 · PACS 89.7level
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.