TacticScaleWhat Option Care Health Does & How It Makes Money (OPCH)
Updated October 2026 · reflects Option Care Health's latest reported financials
US provider of home and alternate-site infusion therapy services. The company earns revenue by supplying infusion therapies, nutrition support and related nursing services to patients.
How Option Care Health makes money
The company earns revenue by supplying infusion therapies, nutrition support and related nursing services to patients. Most patients come through referrals from physicians, hospital discharge planners, HMOs and PPOs.
What Option Care Health does
Option Care Health, headquartered in Bannockburn, Illinois, provides home and alternate-site infusion services across the United States. Its therapies cover anti-infectives, heart failure, parenteral and enteral nutrition, immunoglobulin for immune deficiencies, and biologic-type treatments for chronic inflammatory conditions such as Crohn's disease, psoriasis, rheumatoid arthritis and ulcerative colitis. It also treats neurological disorders such as Duchenne muscular dystrophy, MS and Alzheimer's, as well as bleeding disorders like hemophilia and von Willebrand disease. Other services include high-risk pregnancy therapies, pain management, chemotherapy, respiratory medications and nursing care. Patients reach the company through referrals from physicians, hospital discharge staff, HMOs and PPOs.
Products & services
- Anti-infective infusion therapy
- Parenteral and enteral nutrition support
- Immunoglobulin infusion therapy
- Chronic inflammatory disorder treatments
- Neurological disorder and bleeding disorder therapies
- Home nursing services
What is Option Care Health worth?
On an owner-earnings DCF, Option Care Health's most-likely value is about $48 versus a recent price near $31 (56% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$24) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.
Price sits in the normal range — fair value isn't actionable here; it earns its keep only when price drops below the no-growth floor, or runs to roughly double the optimistic case.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
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