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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and SIGNET JEWELERS LTD (SIG). Click either name above to swap in a different company.
Option Care Health, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.4B, roughly 1.0× SIGNET JEWELERS LTD). Option Care Health, Inc. runs the higher net margin — 3.6% vs 1.4%, a 2.2% gap on every dollar of revenue. On growth, Option Care Health, Inc. posted the faster year-over-year revenue change (12.2% vs 3.1%). Option Care Health, Inc. produced more free cash flow last quarter ($130.2M vs $-1.5M). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.0% CAGR vs -25.4%).
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 ...
Signet Jewelers Ltd. is, as of 2015, the world's largest retailer of diamond jewellery. The company is domiciled in Bermuda and headquartered in Akron, Ohio through the Fairlawn suburb, and is listed on the New York Stock Exchange. The group operates in the middle-market jewellery segment and holds number one positions in the US, Canada, and UK speciality jewellery markets. Certain brands operate in the upper middle market. Signet Jewelers owns and operates the companies Blue Nile, Zales, Kay...
OPCH vs SIG — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.4B | $1.4B |
| Net Profit | $51.8M | $20.0M |
| Gross Margin | 19.0% | 37.3% |
| Operating Margin | 5.9% | 1.7% |
| Net Margin | 3.6% | 1.4% |
| Revenue YoY | 12.2% | 3.1% |
| Net Profit YoY | -3.8% | 185.7% |
| EPS (diluted) | $0.32 | $0.49 |
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.
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.1B | $2.5B |
| Q4 25 | — | $20.0M | ||
| Q3 25 | $51.8M | $-9.1M | ||
| Q2 25 | $50.5M | $33.5M | ||
| Q1 25 | $46.7M | $100.6M | ||
| Q4 24 | $60.1M | $7.0M | ||
| Q3 24 | $53.9M | $-98.5M | ||
| Q2 24 | $53.0M | $52.1M | ||
| Q1 24 | $44.8M | $626.2M |
| Q4 25 | — | 37.3% | ||
| Q3 25 | 19.0% | 38.6% | ||
| Q2 25 | 19.0% | 38.8% | ||
| Q1 25 | 19.7% | 42.6% | ||
| Q4 24 | 21.3% | 36.0% | ||
| Q3 24 | 20.1% | 38.0% | ||
| Q2 24 | 20.3% | 37.9% | ||
| Q1 24 | 20.8% | 43.3% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | 5.9% | 0.2% | ||
| Q2 25 | 5.8% | 3.1% | ||
| Q1 25 | 5.9% | 6.5% | ||
| Q4 24 | 6.9% | 0.7% | ||
| Q3 24 | 6.7% | -6.8% | ||
| Q2 24 | 6.6% | 3.3% | ||
| Q1 24 | 6.0% | 16.7% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | 3.6% | -0.6% | ||
| Q2 25 | 3.6% | 2.2% | ||
| Q1 25 | 3.5% | 4.3% | ||
| Q4 24 | 4.8% | 0.5% | ||
| Q3 24 | 4.2% | -6.6% | ||
| Q2 24 | 4.3% | 3.4% | ||
| Q1 24 | 3.9% | 25.1% |
| Q4 25 | — | $0.49 | ||
| Q3 25 | $0.32 | $-0.22 | ||
| Q2 25 | $0.31 | $0.78 | ||
| Q1 25 | $0.28 | $2.25 | ||
| Q4 24 | $0.36 | $0.12 | ||
| Q3 24 | $0.31 | $-2.28 | ||
| Q2 24 | $0.30 | $-0.90 | ||
| Q1 24 | $0.26 | $11.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $309.8M | $234.7M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $1.4B | $1.7B |
| Total Assets | $3.5B | $5.4B |
| Debt / EquityLower = less leverage | 0.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $234.7M | ||
| Q3 25 | $309.8M | $281.4M | ||
| Q2 25 | $198.8M | $264.1M | ||
| Q1 25 | $171.4M | $604.0M | ||
| Q4 24 | $412.6M | $157.7M | ||
| Q3 24 | $483.0M | $403.1M | ||
| Q2 24 | $376.9M | $729.3M | ||
| Q1 24 | $219.5M | $1.4B |
| Q4 25 | — | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.4B | $2.1B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | — | $5.4B | ||
| Q3 25 | $3.5B | $5.3B | ||
| Q2 25 | $3.4B | $5.5B | ||
| Q1 25 | $3.3B | $5.7B | ||
| Q4 24 | $3.4B | $5.7B | ||
| Q3 24 | $3.4B | $5.6B | ||
| Q2 24 | $3.3B | $6.2B | ||
| Q1 24 | $3.2B | $6.8B |
| Q4 25 | — | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.79× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.79× | — | ||
| Q1 24 | 0.74× | — |
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 | $139.4M | $31.0M |
| Free Cash FlowOCF − Capex | $130.2M | $-1.5M |
| FCF MarginFCF / Revenue | 9.1% | -0.1% |
| Capex IntensityCapex / Revenue | 0.6% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.69× | 1.55× |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | $591.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $31.0M | ||
| Q3 25 | $139.4M | $86.3M | ||
| Q2 25 | $90.3M | $-175.3M | ||
| Q1 25 | $-7.2M | $780.7M | ||
| Q4 24 | $36.1M | $-75.4M | ||
| Q3 24 | $160.4M | $43.8M | ||
| Q2 24 | $195.7M | $-158.2M | ||
| Q1 24 | $-68.8M | $752.2M |
| Q4 25 | — | $-1.5M | ||
| Q3 25 | $130.2M | $62.3M | ||
| Q2 25 | $81.2M | $-211.9M | ||
| Q1 25 | $-16.6M | $742.1M | ||
| Q4 24 | $25.8M | $-138.5M | ||
| Q3 24 | $150.7M | $15.8M | ||
| Q2 24 | $185.9M | $-181.5M | ||
| Q1 24 | $-74.6M | $716.1M |
| Q4 25 | — | -0.1% | ||
| Q3 25 | 9.1% | 4.1% | ||
| Q2 25 | 5.7% | -13.7% | ||
| Q1 25 | -1.2% | 31.5% | ||
| Q4 24 | 2.0% | -10.3% | ||
| Q3 24 | 11.8% | 1.1% | ||
| Q2 24 | 15.1% | -12.0% | ||
| Q1 24 | -6.5% | 28.7% |
| Q4 25 | — | 2.3% | ||
| Q3 25 | 0.6% | 1.6% | ||
| Q2 25 | 0.6% | 2.4% | ||
| Q1 25 | 0.7% | 1.6% | ||
| Q4 24 | 0.8% | 4.7% | ||
| Q3 24 | 0.8% | 1.9% | ||
| Q2 24 | 0.8% | 1.5% | ||
| Q1 24 | 0.5% | 1.4% |
| Q4 25 | — | 1.55× | ||
| Q3 25 | 2.69× | — | ||
| Q2 25 | 1.79× | -5.23× | ||
| Q1 25 | -0.15× | 7.76× | ||
| Q4 24 | 0.60× | -10.77× | ||
| Q3 24 | 2.98× | — | ||
| Q2 24 | 3.69× | -3.04× | ||
| Q1 24 | -1.54× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPCH
| Commercial Customer | $1.3B | 87% |
| Government Customer | $172.8M | 12% |
| Patient Customer | $10.1M | 1% |
| Corporate Joint Venture | $1.9M | 0% |
SIG
| Other | $571.9M | 41% |
| Zale Jewelry | $243.4M | 17% |
| Extended Service Plan | $129.6M | 9% |
| Diamonds Direct | $87.9M | 6% |
| Blue Nile | $74.3M | 5% |
| Extended Service Plan And Other Deferred Revenue | $69.9M | 5% |
| Banter By Piercing Pagoda | $69.2M | 5% |
| Watches | $48.7M | 3% |
| Peoples | $42.2M | 3% |
| James Allen | $27.8M | 2% |