Ensign Group vs Option Care Health
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Ensign Group and Option Care Health side by side, using each one’s latest annual report. Here is what stands out:
- Option Care Health is the larger business, with $5.6B of revenue in fiscal 2025 against $5.1B for Ensign Group.
- Ensign Group grew revenue faster (18.7%, against 13.0%).
- Ensign Group kept more of each dollar of sales as operating profit (8.4% operating margin, against 6.0%).
- Ensign Group earned a higher return on the capital invested in it (19.7%, against 11.4%).
- Investors pay more for each dollar of Ensign Group’s earnings: a P/E of 27.7x against 24.4x for Option Care Health.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Ensign Group
ENSG
9/10
Revenue growth5-year growthGross marginOperating marginNet marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Option Care Health
OPCH
1/10
Share count change
Side by side
Best in the row
| Latest fiscal year | ENSG FY25 | OPCH FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.5B | $4.9B |
| Revenue | $5.1B | $5.6B |
| Free cash flow | — | $217M |
| Net income | $344M | $208M |
| Growth | ||
| Revenue growth | 18.7% | 13.0% |
| 5-year growth | 16.1% | 13.3% |
| Share count change | 1.1% | −5.5% |
| Profitability | ||
| Gross margin | 20.5% | 19.3% |
| Operating margin | 8.4% | 6.0% |
| Net margin | 6.8% | 3.7% |
| FCF margin | — | 3.8% |
| Return on capital | 19.7% | 11.4% |
| Return on equity | 16.9% | 15.2% |
| Balance sheet | ||
| Net debt | −$428M | $928M |
| Net debt / EBITDA | −0.8x | 2.3x |
| Dividends and buybacks | $34.4M | $310M |
| Valuation & quality | ||
| P/E | 27.7x | 24.4x |
| Piotroski F-score | 6 | 5 |
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.