CluenexOption Care Health OPCH
Option Care Health scores average on business quality (4.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Option Care Health does
Option Care Health delivers home and alternate-site infusion services. Hospitals and physicians pay them to manage complex patient therapies safely outside clinical settings.
- What it does best
Option Care Health dominates home infusion therapy delivery through its massive scale. They convert hospital-based treatments into lower-cost home settings with an infrastructure rivals cannot easily match.
- The main risk
Net debt sits at $928 million alongside a debt-to-equity ratio of 0.88, leaving the balance sheet vulnerable if cash generation slows down.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins sit thin at 5.9% with a gross margin of 19.1%. This narrow profitability profile means margins remain pressured despite scaling revenue.
The company relies on operational scale rather than a deep structural moat. Its gross margin ranks in the bottom quartile of the healthcare sector at 7%.
Revenue grew 13.0% to $5.7 billion, showing steady top-line expansion that continues a multi-year growth trend visible since 2020.
Total debt is $1.2 billion against $233 million in cash. Free cash flow reached $304 million, reflecting solid cash generation despite heavy debt levels getting softer.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on OPCH
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Option Care Health scores average on the Cluenex quality check (4.8 of 10), measured against its own industry. Profitability is weak, moat weak, growth fast and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 4, 2026.
See OPCH today
- Today's verdict on OPCH, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Option Care Health (OPCH)”, https://cluenex.com/stocks/opch/, data as of Oct 10, 2026.