Head-To-Head Review: Option Care Health (NASDAQ:OPCH) vs. Astrana Health (NASDAQ:ASTH)

Astrana Health (NASDAQ:ASTH) and Option Care Health (NASDAQ:OPCH) are both medical companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, earnings, profitability, dividends, analyst recommendations and institutional ownership.

Profitability

This table compares Astrana Health and Option Care Health’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Astrana Health	1.04%	3.43%	1.87%
Option Care Health	3.93%	17.53%	7.17%

Volatility & Risk

Astrana Health has a beta of 0.79, indicating that its stock price is 21% less volatile than the S&P 500. Comparatively, Option Care Health has a beta of 0.88, indicating that its stock price is 12% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of current recommendations and price targets for Astrana Health and Option Care Health, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Astrana Health	2	2	6	0	2.40
Option Care Health	0	3	9	0	2.75

Astrana Health currently has a consensus price target of $45.29, indicating a potential upside of 116.01%. Option Care Health has a consensus price target of $35.67, indicating a potential upside of 26.98%. Given Astrana Health’s higher possible upside, research analysts plainly believe Astrana Health is more favorable than Option Care Health.

Earnings and Valuation

This table compares Astrana Health and Option Care Health”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Astrana Health	$2.90 billion	0.41	$43.15 million	$0.19	110.34
Option Care Health	$5.53 billion	0.81	$211.82 million	$1.26	22.29

Option Care Health has higher revenue and earnings than Astrana Health. Option Care Health is trading at a lower price-to-earnings ratio than Astrana Health, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

52.8% of Astrana Health shares are held by institutional investors. Comparatively, 98.1% of Option Care Health shares are held by institutional investors. 20.0% of Astrana Health shares are held by company insiders. Comparatively, 0.6% of Option Care Health shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Option Care Health beats Astrana Health on 11 of the 14 factors compared between the two stocks.

About Astrana Health

Astrana Health, Inc., Inc., a physician-centric technology-powered healthcare management company, provides medical care services in the United States. It operates through three segments: Care Partners, Care Delivery, and Care Enablement. The company is leveraging its proprietary population health management and healthcare delivery platform, operates an integrated, value-based healthcare model which empowers the providers in its network to deliver care to its patients. It offers care coordination services to patients, families, primary care physicians, specialists, acute care hospitals, alternative sites of inpatient care, physician groups, and health plans. The company's physician network consists of primary care physicians, specialist physicians and extenders, and hospitalists. It serves patients, primarily covered by private or public insurance, such as Medicare, Medicaid, and health maintenance organization plans; and non-insured patients. The company was formerly known as Apollo Medical Holdings, Inc. and changed its name to Astrana Health, Inc. in February 2024. Astrana Health, Inc. was incorporated in 1985 and is headquartered in Alhambra, California.

About Option Care Health

Option Care Health, Inc. offers home and alternate site infusion services in the United States. The company provides anti-infective therapies; home infusion services to treat heart failures; home parenteral nutrition and enteral nutrition support services for numerous acute and chronic conditions, such as stroke, cancer, and gastrointestinal diseases; immunoglobulin infusion therapies for the treatment of immune deficiencies; and treatments for chronic inflammatory disorders, including crohn’s disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, ulcerative colitis, and other chronic inflammatory disorders. It also offers treatments to manage the progression of neurological disorders, such as multiple sclerosis, duchenne muscular dystrophy, and other neurological disorder; infusion therapies for bleeding disorders, such as hemophilia and von Willebrand diseases; therapies for women with high-risk pregnancies; and other infusion therapies to treat various conditions, including pain management, chemotherapy, and respiratory medications, as well as nursing services. The company markets its services through patient referrals, including physicians, hospital discharge planners, hospital personnel, health maintenance organizations, and preferred provider organizations. Option Care Health, Inc. is headquartered in Bannockburn, Illinois.