Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical does not pass the values gate
Price22.64 USD
Fair value35.00
Ethical score70.0/100
Our investment reviews on this name
2026-10-02Read Markdown23.95-5.5% to today ✓
2026-09-08Read Accumulation24.04-5.8% to today
2026-08-07Read Markup21.74+4.1% to today ✓
2026-07-02Read Distribution20.76+9.1% to today
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Option Care Health, Inc. holds its Markdown at $22.64. Consolidating, no directional conviction, held for 19 days.
As held on the ledger · 2026-10-02
Phase
Markdown · caution
Quantitative state
Consolidating, no directional conviction, held for 19 days
Price at the screen
$22.64
Valuation
17.15 trailing · 10.87 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.61
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
36.85%
Below 33%
Interest-bearing debt is 36.8% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
20.44%
Below 49%
Money owed to the company is 20.4% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Option Care Health,'s business is in a permissible area, but its interest-bearing debt is about 37% of the company, just over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-10-04. It updates when the underlying figures move, and past reads are kept below.
Fair value range in USD, drawn from the 2026-10-02 screen. The gold marker is the market price at the same screen. A 54.6% margin of safety to the base estimate.
Third-party analyst targets: 12 covering, consensus Buy. The average target sits +24% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-02 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Home Infusion Looks Cheap Yet We Pass
Picture a patient finishing chemotherapy at home instead of a hospital ward. Option Care Health runs those infusion services across the United States, yet the business shows almost no growth and thin profits. Revenue is rising just 1 percent a year while net margins sit at 4 percent, so the low 10.6 times forward earnings multiple reflects a limited earnings engine rather than a bargain.
Our fair value sits well above the current price and the stock clears the ethical screen, but the opportunity rating remains none. Low single-digit growth, modest returns on equity at 15 percent and an unknown competitive moat leave little room for the sort of durable cash flow we seek. Analyst targets around 27 dollars do not change that arithmetic.
Cyclical healthcare reimbursement and slow volume trends could easily compress the apparent margin of safety. The shares may stay inexpensive for good reason. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
OPCH trades on Nasdaq. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-02Markdown · changed$23.95-0.4%Entry 6
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are down 33%. Our forward projection puts the odds of a 10% gain over the next month near 20%. The street (11 analysts) rates it none, with a mean price target of $29.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 10.6% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are down 33%. Our forward projection puts the odds of a 10% gain over the next month near 20%. The street (11 analysts) rates it none, with a mean price target of $29.
2026-08-07Markup · changed$21.74+4.7%Entry 4
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 4.7% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are down 33%. Our forward projection puts the odds of a 10% gain over the next month near 20%. The street (11 analysts) rates it none, with a mean price target of $29.
2026-07-18Distribution$20.76+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are down 33%. Our forward projection puts the odds of a 10% gain over the next month near 20%. The street (11 analysts) rates it none, with a mean price target of $29.
2026-07-03Distribution$20.76+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Distribution$20.76Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
