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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and TKO Group Holdings (TKO). 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 $1.0B, roughly 1.4× TKO Group Holdings). Option Care Health, Inc. runs the higher net margin — 3.6% vs -0.2%, a 3.8% gap on every dollar of revenue. On growth, TKO Group Holdings posted the faster year-over-year revenue change (61.6% vs 12.2%). Over the past eight quarters, TKO Group Holdings's revenue compounded faster (28.4% CAGR vs 13.0%).
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 ...
TKO Group Holdings, Inc. (TKO) is an American sports and sports entertainment company. Established on September 12, 2023, the public company was formed by a merger between Endeavor subsidiary Zuffa—the parent company of the Ultimate Fighting Championship (UFC), a mixed martial arts promotion—and the professional wrestling promotion World Wrestling Entertainment (WWE).
OPCH vs TKO — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.0B |
| Net Profit | $51.8M | $-2.4M |
| Gross Margin | 19.0% | — |
| Operating Margin | 5.9% | 5.5% |
| Net Margin | 3.6% | -0.2% |
| Revenue YoY | 12.2% | 61.6% |
| Net Profit YoY | -3.8% | -107.7% |
| EPS (diluted) | $0.32 | $-0.07 |
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 | — | $1.0B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $642.2M | ||
| Q3 24 | $1.3B | $681.3M | ||
| Q2 24 | $1.2B | $851.2M | ||
| Q1 24 | $1.1B | $629.7M |
| Q4 25 | — | $-2.4M | ||
| Q3 25 | $51.8M | $41.0M | ||
| Q2 25 | $50.5M | $98.4M | ||
| Q1 25 | $46.7M | $58.4M | ||
| Q4 24 | $60.1M | $31.0M | ||
| Q3 24 | $53.9M | $23.1M | ||
| Q2 24 | $53.0M | $59.1M | ||
| Q1 24 | $44.8M | $-103.8M |
| Q4 25 | — | — | ||
| 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 24 | 20.8% | — |
| Q4 25 | — | 5.5% | ||
| Q3 25 | 5.9% | 15.4% | ||
| Q2 25 | 5.8% | 28.1% | ||
| Q1 25 | 5.9% | 18.7% | ||
| Q4 24 | 6.9% | 15.9% | ||
| Q3 24 | 6.7% | 20.0% | ||
| Q2 24 | 6.6% | 30.0% | ||
| Q1 24 | 6.0% | -33.4% |
| Q4 25 | — | -0.2% | ||
| Q3 25 | 3.6% | 3.7% | ||
| Q2 25 | 3.6% | 7.5% | ||
| Q1 25 | 3.5% | 4.6% | ||
| Q4 24 | 4.8% | 4.8% | ||
| Q3 24 | 4.2% | 3.4% | ||
| Q2 24 | 4.3% | 6.9% | ||
| Q1 24 | 3.9% | -16.5% |
| Q4 25 | — | $-0.07 | ||
| Q3 25 | $0.32 | $0.47 | ||
| Q2 25 | $0.31 | $1.17 | ||
| Q1 25 | $0.28 | $0.69 | ||
| Q4 24 | $0.36 | $0.28 | ||
| Q3 24 | $0.31 | $0.28 | ||
| Q2 24 | $0.30 | $0.72 | ||
| Q1 24 | $0.26 | $-1.26 |
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 | $831.1M |
| Total DebtLower is stronger | $1.2B | $3.8B |
| Stockholders' EquityBook value | $1.4B | $3.7B |
| Total Assets | $3.5B | $15.5B |
| Debt / EquityLower = less leverage | 0.86× | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $831.1M | ||
| Q3 25 | $309.8M | $861.4M | ||
| Q2 25 | $198.8M | $535.1M | ||
| Q1 25 | $171.4M | $470.9M | ||
| Q4 24 | $412.6M | $525.6M | ||
| Q3 24 | $483.0M | $457.4M | ||
| Q2 24 | $376.9M | $277.5M | ||
| Q1 24 | $219.5M | $245.8M |
| Q4 25 | — | $3.8B | ||
| Q3 25 | $1.2B | $3.7B | ||
| Q2 25 | $1.1B | $2.7B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.1B | $2.7B | ||
| Q1 24 | $1.1B | $2.7B |
| Q4 25 | — | $3.7B | ||
| Q3 25 | $1.4B | $3.8B | ||
| Q2 25 | $1.4B | $4.3B | ||
| Q1 25 | $1.4B | $4.2B | ||
| Q4 24 | $1.4B | $4.1B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.4B | $4.0B | ||
| Q1 24 | $1.4B | $4.0B |
| Q4 25 | — | $15.5B | ||
| Q3 25 | $3.5B | $15.5B | ||
| Q2 25 | $3.4B | $15.3B | ||
| Q1 25 | $3.3B | $15.0B | ||
| Q4 24 | $3.4B | $12.7B | ||
| Q3 24 | $3.4B | $12.8B | ||
| Q2 24 | $3.3B | $12.7B | ||
| Q1 24 | $3.2B | $12.7B |
| Q4 25 | — | 1.01× | ||
| Q3 25 | 0.86× | 0.98× | ||
| Q2 25 | 0.82× | 0.64× | ||
| Q1 25 | 0.82× | 0.66× | ||
| Q4 24 | 0.79× | 0.67× | ||
| Q3 24 | 0.78× | 0.67× | ||
| Q2 24 | 0.79× | 0.68× | ||
| Q1 24 | 0.74× | 0.68× |
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 | $309.9M |
| Free Cash FlowOCF − Capex | $130.2M | — |
| FCF MarginFCF / Revenue | 9.1% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 2.69× | — |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $309.9M | ||
| Q3 25 | $139.4M | $416.8M | ||
| Q2 25 | $90.3M | $396.2M | ||
| Q1 25 | $-7.2M | $162.8M | ||
| Q4 24 | $36.1M | $56.8M | ||
| Q3 24 | $160.4M | $236.5M | ||
| Q2 24 | $195.7M | $230.7M | ||
| Q1 24 | $-68.8M | $59.3M |
| 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 24 | $-74.6M | — |
| 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 24 | -6.5% | — |
| 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 24 | 0.5% | — |
| Q4 25 | — | — | ||
| Q3 25 | 2.69× | 10.16× | ||
| Q2 25 | 1.79× | 4.03× | ||
| Q1 25 | -0.15× | 2.79× | ||
| Q4 24 | 0.60× | 1.83× | ||
| Q3 24 | 2.98× | 10.22× | ||
| Q2 24 | 3.69× | 3.90× | ||
| Q1 24 | -1.54× | — |
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% |
TKO
| World Wrestling Entertainment Segment | $359.6M | 35% |
| IMG Segment | $247.6M | 24% |
| Media Rights Production And Content | $222.6M | 21% |
| Partnerships And Marketing | $93.3M | 9% |
| Live Events And Hospitality | $72.2M | 7% |
| Other | $29.4M | 3% |
| Consumer Products Licensing And Other | $13.2M | 1% |
