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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and Trade Desk (The) (TTD). 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 $846.8M, roughly 1.7× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs 3.6%, a 18.5% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs 12.2%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $130.2M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% 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 ...
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
OPCH vs TTD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $846.8M |
| Net Profit | $51.8M | $186.9M |
| Gross Margin | 19.0% | 80.7% |
| Operating Margin | 5.9% | 30.3% |
| Net Margin | 3.6% | 22.1% |
| Revenue YoY | 12.2% | 14.3% |
| Net Profit YoY | -3.8% | 2.6% |
| EPS (diluted) | $0.32 | $0.39 |
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 | — | $846.8M | ||
| Q3 25 | $1.4B | $739.4M | ||
| Q2 25 | $1.4B | $694.0M | ||
| Q1 25 | $1.3B | $616.0M | ||
| Q4 24 | $1.3B | $741.0M | ||
| Q3 24 | $1.3B | $628.0M | ||
| Q2 24 | $1.2B | $584.5M | ||
| Q1 24 | $1.1B | $491.3M |
| Q4 25 | — | $186.9M | ||
| Q3 25 | $51.8M | $115.5M | ||
| Q2 25 | $50.5M | $90.1M | ||
| Q1 25 | $46.7M | $50.7M | ||
| Q4 24 | $60.1M | $182.2M | ||
| Q3 24 | $53.9M | $94.2M | ||
| Q2 24 | $53.0M | $85.0M | ||
| Q1 24 | $44.8M | $31.7M |
| Q4 25 | — | 80.7% | ||
| Q3 25 | 19.0% | 78.1% | ||
| Q2 25 | 19.0% | 78.2% | ||
| Q1 25 | 19.7% | 76.8% | ||
| Q4 24 | 21.3% | 81.7% | ||
| Q3 24 | 20.1% | 80.5% | ||
| Q2 24 | 20.3% | 81.1% | ||
| Q1 24 | 20.8% | 78.9% |
| Q4 25 | — | 30.3% | ||
| Q3 25 | 5.9% | 21.8% | ||
| Q2 25 | 5.8% | 16.8% | ||
| Q1 25 | 5.9% | 8.8% | ||
| Q4 24 | 6.9% | 26.4% | ||
| Q3 24 | 6.7% | 17.3% | ||
| Q2 24 | 6.6% | 16.2% | ||
| Q1 24 | 6.0% | 5.8% |
| Q4 25 | — | 22.1% | ||
| Q3 25 | 3.6% | 15.6% | ||
| Q2 25 | 3.6% | 13.0% | ||
| Q1 25 | 3.5% | 8.2% | ||
| Q4 24 | 4.8% | 24.6% | ||
| Q3 24 | 4.2% | 15.0% | ||
| Q2 24 | 4.3% | 14.5% | ||
| Q1 24 | 3.9% | 6.4% |
| Q4 25 | — | $0.39 | ||
| Q3 25 | $0.32 | $0.23 | ||
| Q2 25 | $0.31 | $0.18 | ||
| Q1 25 | $0.28 | $0.10 | ||
| Q4 24 | $0.36 | $0.36 | ||
| Q3 24 | $0.31 | $0.19 | ||
| Q2 24 | $0.30 | $0.17 | ||
| Q1 24 | $0.26 | $0.06 |
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 | $1.3B |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $1.4B | $2.5B |
| Total Assets | $3.5B | $6.2B |
| Debt / EquityLower = less leverage | 0.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.3B | ||
| Q3 25 | $309.8M | $1.4B | ||
| Q2 25 | $198.8M | $1.7B | ||
| Q1 25 | $171.4M | $1.7B | ||
| Q4 24 | $412.6M | $1.9B | ||
| Q3 24 | $483.0M | $1.7B | ||
| Q2 24 | $376.9M | $1.5B | ||
| 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 | — | $2.5B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.4B | $2.7B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.4B | $2.9B | ||
| Q3 24 | $1.4B | $2.6B | ||
| Q2 24 | $1.4B | $2.4B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | — | $6.2B | ||
| Q3 25 | $3.5B | $5.9B | ||
| Q2 25 | $3.4B | $6.0B | ||
| Q1 25 | $3.3B | $5.7B | ||
| Q4 24 | $3.4B | $6.1B | ||
| Q3 24 | $3.4B | $5.5B | ||
| Q2 24 | $3.3B | $5.2B | ||
| Q1 24 | $3.2B | $4.7B |
| 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 | $311.6M |
| Free Cash FlowOCF − Capex | $130.2M | $285.3M |
| FCF MarginFCF / Revenue | 9.1% | 33.7% |
| Capex IntensityCapex / Revenue | 0.6% | 3.1% |
| Cash ConversionOCF / Net Profit | 2.69× | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $311.6M | ||
| Q3 25 | $139.4M | $224.7M | ||
| Q2 25 | $90.3M | $165.0M | ||
| Q1 25 | $-7.2M | $291.4M | ||
| Q4 24 | $36.1M | $199.4M | ||
| Q3 24 | $160.4M | $273.3M | ||
| Q2 24 | $195.7M | $81.3M | ||
| Q1 24 | $-68.8M | $185.5M |
| Q4 25 | — | $285.3M | ||
| Q3 25 | $130.2M | $158.3M | ||
| Q2 25 | $81.2M | $119.8M | ||
| Q1 25 | $-16.6M | $232.3M | ||
| Q4 24 | $25.8M | $179.2M | ||
| Q3 24 | $150.7M | $224.6M | ||
| Q2 24 | $185.9M | $59.1M | ||
| Q1 24 | $-74.6M | $178.2M |
| Q4 25 | — | 33.7% | ||
| Q3 25 | 9.1% | 21.4% | ||
| Q2 25 | 5.7% | 17.3% | ||
| Q1 25 | -1.2% | 37.7% | ||
| Q4 24 | 2.0% | 24.2% | ||
| Q3 24 | 11.8% | 35.8% | ||
| Q2 24 | 15.1% | 10.1% | ||
| Q1 24 | -6.5% | 36.3% |
| Q4 25 | — | 3.1% | ||
| Q3 25 | 0.6% | 9.0% | ||
| Q2 25 | 0.6% | 6.5% | ||
| Q1 25 | 0.7% | 9.6% | ||
| Q4 24 | 0.8% | 2.7% | ||
| Q3 24 | 0.8% | 7.8% | ||
| Q2 24 | 0.8% | 3.8% | ||
| Q1 24 | 0.5% | 1.5% |
| Q4 25 | — | 1.67× | ||
| Q3 25 | 2.69× | 1.94× | ||
| Q2 25 | 1.79× | 1.83× | ||
| Q1 25 | -0.15× | 5.75× | ||
| Q4 24 | 0.60× | 1.09× | ||
| Q3 24 | 2.98× | 2.90× | ||
| Q2 24 | 3.69× | 0.96× | ||
| Q1 24 | -1.54× | 5.86× |
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% |
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
