Option Care Health (OPCH)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $5.1B, Option Care Health's free cash flow of $217M (fiscal 2025) would need to grow about 7% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 8 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Option Care Health's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from OPCH's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Option Care Health's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $3.4B | $3.9B | $4.3B | $5.0B | $5.6B |
| Net income | $140M | $151M | $267M | $212M | $208M |
| Free cash flow | $183M | $232M | $329M | $288M | $217M |
| EPS (diluted) | $0.77 | $0.83 | $1.48 | $1.23 | $1.27 |
| Operating margin | 5.5% | 6.1% | 7.3% | 6.4% | 6.0% |
Superinvestors who own OPCH
From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Mario Gabelli GAMCO Investors |
Added | $7M | 0.06% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $4M | 0.00% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | $346,005 | 0.0% | Q2 2026 |
Insider buying
Open-market purchases by Option Care Health's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Nov 3, 2025 | Harry M Jansen Kraemer Jr |
38,000 | $25.98 | $987,240 |
| Oct 30, 2025 | Lisa C. Mcclain |
0 | $26.20 | — |
| Oct 30, 2025 | Lisa C. Mcclain |
0 | $26.20 | — |
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In the full deep dive
Questions
What growth does Option Care Health's stock price imply?
At a market value of $5.1B, Option Care Health would need its free cash flow to grow about 7% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 8 years its free cash flow grew 42% a year.
Are Option Care Health insiders buying the stock?
3 open-market insider purchases of OPCH in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Option Care Health?
3 of the superinvestors Investingly tracks hold OPCH in their latest 13F, including Mario Gabelli, Cliff Asness, Hersh Cohen.
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Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.