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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Option Care Health, Inc. is the larger business by last-quarter revenue ($1.5B vs $828.2M, roughly 1.8× Rithm Capital Corp.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 4.0%, a 9.2% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 8.8%). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.1% CAGR vs -17.9%).
GE Healthcare Technologies, Inc. is an American health technology company based in Chicago, Illinois. The company, which stylizes its own name as GE HealthCare, operates four divisions: Medical imaging, which includes molecular imaging, computed tomography, magnetic resonance, women’s health screening and X-ray systems; Ultrasound; Patient Care Solutions, which is focused on remote patient monitoring, anesthesia and respiratory care, diagnostic cardiology, and infant care; and Pharmaceutical ...
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
OPCH vs RITM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $828.2M |
| Net Profit | $58.5M | $109.5M |
| Gross Margin | 19.3% | — |
| Operating Margin | 6.2% | 29.9% |
| Net Margin | 4.0% | 13.2% |
| Revenue YoY | 8.8% | 508.5% |
| Net Profit YoY | -2.7% | 27.7% |
| EPS (diluted) | $0.37 | $0.12 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $768.4M | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.3B | $619.5M | ||
| Q2 24 | $1.2B | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | $58.5M | $85.0M | ||
| Q3 25 | $51.8M | $221.5M | ||
| Q2 25 | $50.5M | $311.7M | ||
| Q1 25 | $46.7M | $78.8M | ||
| Q4 24 | $60.1M | $290.2M | ||
| Q3 24 | $53.9M | $121.7M | ||
| Q2 24 | $53.0M | $235.6M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 19.0% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 21.3% | — | ||
| Q3 24 | 20.1% | — | ||
| Q2 24 | 20.3% | — |
| Q1 26 | — | 29.9% | ||
| Q4 25 | 6.2% | 13.8% | ||
| Q3 25 | 5.9% | 21.4% | ||
| Q2 25 | 5.8% | 25.2% | ||
| Q1 25 | 5.9% | 7.4% | ||
| Q4 24 | 6.9% | 23.8% | ||
| Q3 24 | 6.7% | 7.3% | ||
| Q2 24 | 6.6% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 4.0% | 5.7% | ||
| Q3 25 | 3.6% | 20.0% | ||
| Q2 25 | 3.6% | 25.6% | ||
| Q1 25 | 3.5% | 10.3% | ||
| Q4 24 | 4.8% | 14.0% | ||
| Q3 24 | 4.2% | 19.7% | ||
| Q2 24 | 4.3% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.37 | $0.09 | ||
| Q3 25 | $0.32 | $0.35 | ||
| Q2 25 | $0.31 | $0.53 | ||
| Q1 25 | $0.28 | $0.07 | ||
| Q4 24 | $0.36 | $0.50 | ||
| Q3 24 | $0.31 | $0.20 | ||
| Q2 24 | $0.30 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $232.6M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $9.1B |
| Total Assets | $3.5B | $53.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $232.6M | $1.8B | ||
| Q3 25 | $309.8M | $1.6B | ||
| Q2 25 | $198.8M | $1.6B | ||
| Q1 25 | $171.4M | $1.5B | ||
| Q4 24 | $412.6M | $1.5B | ||
| Q3 24 | $483.0M | $1.6B | ||
| Q2 24 | $376.9M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | $1.2B | $32.2B | ||
| Q2 25 | $1.1B | $31.2B | ||
| Q1 25 | $1.1B | $32.2B | ||
| Q4 24 | $1.1B | $32.6B | ||
| Q3 24 | $1.1B | $29.6B | ||
| Q2 24 | $1.1B | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.4B | $7.9B | ||
| Q1 25 | $1.4B | $7.8B | ||
| Q4 24 | $1.4B | $7.8B | ||
| Q3 24 | $1.4B | $7.7B | ||
| Q2 24 | $1.4B | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.5B | $53.1B | ||
| Q3 25 | $3.5B | $47.2B | ||
| Q2 25 | $3.4B | $44.3B | ||
| Q1 25 | $3.3B | $45.3B | ||
| Q4 24 | $3.4B | $46.0B | ||
| Q3 24 | $3.4B | $42.3B | ||
| Q2 24 | $3.3B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | 0.86× | 3.79× | ||
| Q2 25 | 0.82× | 3.92× | ||
| Q1 25 | 0.82× | 4.14× | ||
| Q4 24 | 0.79× | 4.18× | ||
| Q3 24 | 0.78× | 3.87× | ||
| Q2 24 | 0.79× | 4.10× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $258.4M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 4.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $-114.6M | ||
| Q3 25 | $139.4M | $-2.0B | ||
| Q2 25 | $90.3M | $-557.1M | ||
| Q1 25 | $-7.2M | $1.4B | ||
| Q4 24 | $36.1M | $-1.8B | ||
| Q3 24 | $160.4M | $768.1M | ||
| Q2 24 | $195.7M | $-55.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $130.2M | — | ||
| Q2 25 | $81.2M | — | ||
| Q1 25 | $-16.6M | — | ||
| Q4 24 | $25.8M | — | ||
| Q3 24 | $150.7M | — | ||
| Q2 24 | $185.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 9.1% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 15.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.42× | -1.35× | ||
| Q3 25 | 2.69× | -9.22× | ||
| Q2 25 | 1.79× | -1.79× | ||
| Q1 25 | -0.15× | 18.03× | ||
| Q4 24 | 0.60× | -6.04× | ||
| Q3 24 | 2.98× | 6.31× | ||
| Q2 24 | 3.69× | -0.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
Segment breakdown not available.
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
