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56

OPCH

๐Ÿฅ Healthcare

Option Care Health, Inc.

Conservative #400Aggressive #280Low RiskMixed 48MLโ†‘ 26pt
$33.22-1.13%
Day High$33.54
Day Low$33.19
Volume0.0M
Mkt Cap$5.4B
52W Low $2452W High $37
Market Cap
$5.7B
P/E Ratio
28.1
Sector avg: 252.3
Rev Growth
16.2%
Sector avg: 161.5%
Earnings Growth
-20.7%
Profit Margin
4.2%
Sector avg: -3292.7%
Debt/Equity
0.87

Why This Score

OPCH scores 56.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 15.1% exceeds the 15% quality threshold.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Minor adjustments (-2.1 points) applied. OPCH's rank of #400 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score56.1
Fundamental Score49.3
ML Score76.0

Score by Horizon

3 Month
78.0
6 Month
87.2
Primary
1 Year
91.7

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
20
Topping
Sentiment (2.5%)
52
Neutral
Analyst (6.4%)
71
Favorable
Tradability (post-hoc)
94
Grade A
Base
54.6
SHAP
+1.8
Factors
+1.6
Conviction
-0.2
Divergence
-1.8
Final
56.1
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

54AVG
Value55
Quality55
Growth45
Stability60
Investment55

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)47.0
Technical (Momentum, Weinstein, Volatility)73.0
External (Sentiment, Analyst, Macro)81.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+8.4% to +14.1%
Medium-term
+13.2% to +21.8%
Long-term
+20.0% to +31.9%

ML Model Core Features100 trained inputs โ†’ ML Score: 76

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score71.4/100
Target Upside+6.2%
Coverage14 analysts
Market Sentiment
Sentiment Score51.8/100
News Volume1 articles
Technical Stage
Weinstein Stage3 โ€” Topping
12M Momentum+0.1%
6M Momentum+0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-17.8%
Momentum ConsistencyWeak (0.24)
Relative Strength vs Sector-18.7%
Trend Strength (ADX Proxy)Weak (0.8)
Momentum Quality+0.043
Momentum BreadthBroad โœ“
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
6%
Low risk
Sector RevGr Rank
P64
Revenue growth vs Healthcare peers
Sector PE Rank
P18
Valuation vs Healthcare peers
Sector FCF Rank
P84
Free cash flow vs Healthcare peers
Growth Deviation
+0.0ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 64 relative to sector peers64/100
Machine learning model ranks this stock at the 90th percentileP90
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.8pt (features align with model priorities)โ€”
Blend: 91% fund (63.6) + 9% ML (89.5) + SHAP(+1.8) = 67.8โ€”
Factor quality: +1.6pt (multi-factor composite)โ€”
Risk assessment: low. Annualized volatility 7.5%. Max drawdown 26% (-7.0 pts)Low
Market cap adjustment: +0.5 points ($5.7B market cap)+0.5 pts
Divergence penalty: -2.3pt (ML 26pt higher)โ€”
Risk Factors

No risk factors identified.

Sector Peer Comparison(Healthcare โ€” Rank #54 of 344 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
OPCH56.128.116.2%4.2%$5.7B
INCY89.615.821.2%25.0%$20.1B
GMAB85.513.122.8%36.4%$18.5B
CPRX82.213.723.5%37.6%$3.0B
VRTX78.032.18.9%32.9%$126.0B
ASND75.716.698.0%-31.7%$13.3B
NBIX74.726.521.4%16.7%$12.5B
ALKS74.616.5-6.4%23.9%$5.5B
AMGN73.826.010.0%21.0%$199.0B
ARGX73.635.178.6%38.0%$50.9B
HOLX73.331.11.7%13.8%$16.8B
REGN72.719.41.0%31.4%$84.9B
ISRG72.361.720.5%28.4%$172.5B
EXEL71.915.17.0%33.7%$11.7B
KRYS71.041.4473.0%30.7%$8.0B
HALO70.216.822.4%43.7%$9.3B
Sector Average37.1252.3161.5%-3292.7%โ€”

Market Sentimentvia FMP

Analyst Consensus
Buy14 analysts
Buy: 12Hold: 2
Price Target
$38consensus
Low $35Median $37High $42
+14.8% to consensus target

Company Overviewvia FMP

Option Care Health, Inc. offers home and alternate site infusion services in the United States. The company provides anti-infective therapies; home infusion services to treat heart failures; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including Crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders. It also offers treatments to manage the progression of neurological disorders, such as amyotrophic lateral sclerosis and duchenne muscular dystrophy; infusion therapies for bleeding disorders; therapies that women need to survive and thrive through high-risk pregnancies; and other infusion therapies to treat various conditions, including pain management, chemotherapy, and respiratory medications, as well as nursing services. Option Care Health, Inc. is headquartered in Bannockburn, Illinois.

CEO
John C. Rademacher
Employees
8,000
Beta
0.84
Industry
Medical - Care Facilities
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
46.4
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-8.6%
High: $36.8
From 52W Low
+38.8%
Low: $24.24
Moving Averages
10-Day
$34.90
Below
20-Day
$34.40
Below
50-Day
$34.00
Below
200-Day
$30.60
Above
60-Day Support
$29.43
60-Day Resistance
$36.8
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 3 โ€” ToppingScore: 27/100

Stock is losing momentum near highs. The 200-day SMA is flattening or beginning to turn. Historically, this stage precedes distribution.

Exercise caution; tighten risk management
Price vs 200 SMA
+9.9%
200 SMA Slope (60d)
+0.38%
Flattening
Volume Ratio
0.99x
10d avg vs 50d avg
Days in Stage
55
Confidence: 70%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$1.5B$1.4B$1.4B$1.3B
Gross Profit$283M$273M$269M$263M
Operating Income$92M$85M$83M$79M
Net Income$59M$52M$51M$47M
EPS (Diluted)$0.37$0.32$0.31$0.28
Gross Margin19.3%19.0%19.0%19.7%
Operating Margin6.2%5.9%5.8%5.9%
Net Margin4.0%3.6%3.6%3.5%

Why This Stock

HealthcareRevenue growth 16.2%Earnings quality grade AValuation below sector median (P/E 28.1)

Tradability FilterGrade A โ€” 94/100Score impact: -17.2pt

Volume
100
1.8M avg/day
Dollar Vol
100
$64M/day
Float
100
149M shares
Mkt Cap
70
$5.7B
Range
86
52% spread
Composite Liquidity Score94/100
FDCBA

Multi-Year Range Analysis

Sideways: 9/100
YearLowHighRangeStatus
2021$16.02$28.8657.2%Wide
2022$21.32$35.8750.9%Wide
2023$24.23$35.7438.4%Wide
2024$21.39$34.6347.3%Wide
2025$22.62$35.5344.4%Wide
3-Year Range
50.2%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
92.0%
Outstanding Shares
162M
Bid-Ask Spread
52.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.