Option Care Health, Inc. (OPCH) was trading at $29.35 as of July 31st with trailing and forward P/E of 23.29 and 19.65. The company has become a dominant provider of home infusion services in the U.S. following a merger and divestiture, led by CEO John Rademacher and CFO Michael Shapiro.

OPCH’s integrated model offers cost-effective infusion therapies in outpatient and home settings, serving over 1,400 contracts with 800+ partners. With a focus on chronic and acute therapies, the company’s mix ensures resilience against pricing volatility. The Advanced Practitioner model and underutilized infusion suite capacity provide ample room for growth.

Despite industry concerns, OPCH’s relationships, clinical capabilities, and scalable model offer strong visibility into cash flow and earnings. Trading at a reasonable multiple with a high expected IRR, OPCH represents a high-quality compounder with significant upside potential. The bullish thesis on OPCH contrasts with a recent decline in Chemed Corporation’s stock price, emphasizing OPCH’s capital-light model and payer-aligned infrastructure.

Read more at Yahoo Finance: Option Care Health, Inc. (OPCH): A Bull Case Theory