Event-Driven Stocks

Option Care Health, Inc.

OPCHNasdaq

Healthcare · Services-Home Health Care Services · DE · SEC filings ↗ · Compare ⊕

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Signs6 good1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$5.65B$5.00B$4.30B$3.87B$3.44B$3.03B
Operating income$337.9M$321.8M$314.6M$240.2M$190.8M$110.8M
Net income$207.6M$211.8M$267.1M$150.6M$139.9M−$8.1M
Total assets$3.46B$3.42B$3.22B$3.11B$2.79B$2.65B
Total liabilities$2.13B$2.02B$1.80B$1.73B$1.62B$1.63B
Equity$1.33B$1.40B$1.42B$1.39B$1.18B$1.02B
EPS (diluted)$1.27$1.23$1.48$0.83$0.77$-0.04
Shares out.165.3M173.5M182.0M179.9M179.8M176.7M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
6.0%
Net margin
3.7%
Return on equity
15.7%
Return on assets
6.0%
Return on capital (ROCE)
12.9%
Liabilities / assets
61.6%
Debt / equity
1.61×
Book value / share
$8.02
Revenue growth (YoY)
13.0%
Net income growth (YoY)
−2.0%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
2.97safe
Accruals / assets
1.5%clean
Beneish M-Score
-2.38normal
Piotroski F-Score
5/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
78
/ 100
Profitability 100Growth 50Catalyst 67Earnings quality 100Financial strength 75

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 severe6 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
12 acquisitions0 disposals3 open-market buy(s)net +149,777 shares · last 12
InsiderDateTypeSharesPrice
Bierbower Elizabeth DDirectorMay 20, 2026Grant8,997$0.00
Deckmann NatashaDirectorMay 20, 2026Grant8,997$0.00
Kraemer Harry M Jansen JrDirectorMay 20, 2026Grant8,997$0.00
Pate R CarterDirectorMay 20, 2026Grant8,997$0.00
Sullivan Timothy PDirectorMay 20, 2026Grant8,997$0.00
Bodem Barbara W.DirectorMay 20, 2026Grant8,997$0.00
Wright Norman L.DirectorMay 20, 2026Grant8,997$0.00
Brandt EricDirectorMay 20, 2026Grant8,997$0.00
Smyser CollinOfficer — GC &amp; Corporate SecretaryMay 19, 2026Option exercise812$0.00
Sullivan Timothy PDirectorMay 7, 2026Buy24,154$20.69
Kraemer Harry M Jansen JrDirectorMay 4, 2026Buy36,610$21.41
Sethna MeenalOfficer — Chief Financial OfficerMay 4, 2026Buy16,225$20.16

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202614.9M2.8+36.4%
Apr 30, 202610.9M3.6-5.5%
Apr 15, 202611.6M6.5+9.7%
Mar 31, 202610.6M6.6+19.0%
Mar 13, 20268.9M4.6+4.5%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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