Option Care Health vs Universal Health Services
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The short version
- Universal Health Services is the larger business, with $17.4B of revenue in fiscal 2025 against $5.6B for Option Care Health, about 3.1 times as much.
- Option Care Health grew revenue faster (13.0%, against 9.7%).
- Universal Health Services kept more of each dollar of sales as operating profit (11.5% operating margin, against 6.0%).
- Universal Health Services turned more of its sales into free cash flow (4.9% FCF margin, against 3.8%).
- Universal Health Services earned a higher return on the capital invested in it (13.1%, against 11.4%).
- Investors pay more for each dollar of Option Care Health’s earnings: a P/E of 24.4x against 7.6x for Universal Health Services.
| Latest fiscal year | OPCH · FY25 | UHS · FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.9B | $11.2B |
| Revenue | $5.6B | $17.4B |
| Free cash flow | $217M | $849M |
| Net income | $208M | $1.5B |
| Growth | ||
| Revenue growth | 13.0% | 9.7% |
| 5-year growth | 13.3% | 8.5% |
| Share count change | −5.5% | −5.1% |
| Profitability | ||
| Gross margin | 19.3% | — |
| Operating margin | 6.0% | 11.5% |
| Net margin | 3.7% | 8.6% |
| FCF margin | 3.8% | 4.9% |
| Return on capital | 11.4% | 13.1% |
| Return on equity | 15.2% | 21.4% |
| Balance sheet | ||
| Net debt | $928M | $4.7B |
| Net debt / EBITDA | 2.3x | 1.8x |
| Dividends and buybacks | $310M | $1.0B |
| Valuation & quality | ||
| P/E | 24.4x | 7.6x |
| Piotroski F-score | 5 | 6 |
Revenue
FY16
OPCH $936M
UHS $9.8B
FY17
OPCH $1.8B
UHS $10.4B
FY18
OPCH $1.9B
UHS $10.8B
FY19
OPCH $2.3B
UHS $11.4B
FY20
OPCH $3.0B
UHS $11.6B
FY21
OPCH $3.4B
UHS $12.6B
FY22
OPCH $3.9B
UHS $13.4B
FY23
OPCH $4.3B
UHS $14.3B
FY24
OPCH $5.0B
UHS $15.8B
FY25
OPCH $5.6B
UHS $17.4B
OPCH
UHS
Operating margin
FY16
OPCH −1.2%
UHS 13.1%
FY17
OPCH 1.5%
UHS 12.3%
FY18
OPCH 2.0%
UHS 10.9%
FY19
OPCH −0.0%
UHS 10.7%
FY20
OPCH 3.7%
UHS 11.8%
FY21
OPCH 5.6%
UHS 10.8%
FY22
OPCH 6.1%
UHS 7.5%
FY23
OPCH 7.3%
UHS 8.2%
FY24
OPCH 6.4%
UHS 10.6%
FY25
OPCH 6.0%
UHS 11.5%
OPCH
UHS
Free cash flow
FY16
OPCH —
UHS $814M
FY17
OPCH $12.9M
UHS $690M
FY18
OPCH −$1.9M
UHS $610M
FY19
OPCH $11.2M
UHS $804M
FY20
OPCH $101M
UHS $1.6B
FY21
OPCH $183M
UHS $28.0M
FY22
OPCH $232M
UHS $262M
FY23
OPCH $329M
UHS $525M
FY24
OPCH $288M
UHS $1.1B
FY25
OPCH $217M
UHS $849M
OPCH
UHS
Return on capital
FY16
OPCH −1.3%
UHS 10.1%
FY17
OPCH 2.0%
UHS 9.8%
FY18
OPCH 2.8%
UHS 9.9%
FY19
OPCH −0.0%
UHS 10.0%
FY20
OPCH 4.2%
UHS 11.1%
FY21
OPCH 9.2%
UHS 10.7%
FY22
OPCH 8.2%
UHS 7.2%
FY23
OPCH 10.9%
UHS 8.2%
FY24
OPCH 11.3%
UHS 11.7%
FY25
OPCH 11.4%
UHS 13.1%
OPCH
UHS
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.