Option Care Health vs Universal Health Services
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KIRA’s take AI analyst
I put Option Care Health and Universal Health Services side by side, using each one’s latest annual report. Here is what stands out:
- 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.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Option Care Health
OPCH
3/10
Revenue growth5-year growthShare count change
Universal Health Services
UHS
7/10
Operating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | OPCH FY25 | UHS FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.9B | $11.1B |
| 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 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.