No connection

Search Results

MMSI vs OPCH

MMSI
Merit Medical Systems, Inc.
NEUTRAL
Price
$70.54
Market Cap
$4.21B
Sector
Healthcare
AI Confidence
80%
OPCH
Option Care Health, Inc.
NEUTRAL
Price
$28.34
Market Cap
$4.45B
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
MMSI
33.12
OPCH
22.32
Forward P/E
MMSI
16.04
OPCH
13.33
P/B Ratio
MMSI
2.65
OPCH
3.35
P/S Ratio
MMSI
2.77
OPCH
0.79
EV/EBITDA
MMSI
14.4
OPCH
13.38

Profitability

Gross Margin
MMSI
48.7%
OPCH
19.26%
Operating Margin
MMSI
15.78%
OPCH
6.24%
Profit Margin
MMSI
8.48%
OPCH
3.67%
ROE
MMSI
8.67%
OPCH
15.2%
ROA
MMSI
4.75%
OPCH
6.14%

Growth

Revenue Growth
MMSI
10.9%
OPCH
8.8%
Earnings Growth
MMSI
38.8%
OPCH
1.3%

Financial Health

Debt/Equity
MMSI
0.52
OPCH
0.96
Current Ratio
MMSI
4.34
OPCH
1.52
Quick Ratio
MMSI
2.79
OPCH
0.9

Dividends

Dividend Yield
MMSI
--
OPCH
--
Payout Ratio
MMSI
0.0%
OPCH
0.0%

AI Verdict

MMSI NEUTRAL

MMSI presents a dichotomy between strong fundamental growth and poor market sentiment. While the Piotroski F-Score of 4/9 indicates stable but not strong financial health, the company boasts an exceptional track record of earnings beats over 25 quarters and strong YoY earnings growth of 38.8%. However, the stock is currently trading at $70.54, which is a premium to its Intrinsic Value ($62.83) and significantly above its Graham Number ($35.75). Bearish insider activity and a 0/100 technical trend offset the bullish analyst target of $101.18.

Strengths
Exceptional earnings track record with consistent beats over 25 quarters
Strong liquidity position with a Current Ratio of 4.34
Significant earnings growth (38.8% YoY) and positive Q/Q momentum
Risks
Trading at a premium to both Graham Number and Intrinsic Value
Strongly bearish insider sentiment with $5.64M in recent sales
Severe negative technical trend (0/100) and 1Y price decline of 24.4%
OPCH NEUTRAL

OPCH exhibits strong fundamental health with a Piotroski F-Score of 7/9, indicating robust operational efficiency. However, the stock is trading at a significant premium to its Graham Number ($15.54) and Intrinsic Value ($11.37), suggesting a valuation disconnect based on defensive metrics. While analysts maintain a 'strong_buy' rating with a target of $40.09, this optimism is countered by bearish insider selling and a completely bearish technical trend. The outlook is balanced between strong balance sheet health and an overextended valuation relative to current earnings growth.

Strengths
Strong Piotroski F-Score (7/9) indicating high financial health
Healthy ROE of 15.20% and ROA of 6.14%
Attractive Price/Sales ratio of 0.79
Risks
Significant overvaluation relative to Graham and Intrinsic value models
Bearish insider sentiment with recent selling activity
Negative technical trend (0/100)

Compare Another Pair

MMSI vs OPCH: Head-to-Head Comparison

This page compares Merit Medical Systems, Inc. (MMSI) and Option Care Health, Inc. (OPCH) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI
Markets
Profile