Agilon Health vs Option Care Health
Agilon Health and Option Care Health are similar in size: $5.93bn and $5.65bn of revenue in their latest fiscal years. Option Care Health grew faster (13.0% against -2.1%). Option Care Health kept more of each dollar of sales as profit: a net margin of 3.7% against -6.6%.
| Latest fiscal year | Agilon HealthAGL, 2025 | Option Care HealthOPCH, 2025 |
|---|---|---|
| Revenue | $5.93bn | $5.65bn |
| Revenue growth | -2.1% | 13.0% |
| Net income | −$391m | $208m |
| Operating margin | -7.8% | — |
| Net margin | -6.6% | 3.7% |
| Return on equity | -131.0% | 15.2% |
| Free cash flow | −$119m | $217m |
| Cash | $174m | $233m |
| Total debt | $35.0m | $1.18bn |
| Debt to equity | 27.6% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $0 | $310m |
| Employees | 856 | — |
| Market value | $1.47bn | $4.75bn |
| Price vs our value range | — | Within our value range |
| Moat score | 12 (Weak) | 48 (Moderate) |
| Insider trades, 12 months | 5 buys, 0 sales | 5 buys, 2 sales |