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Side-by-side financial comparison of Option Care Health, Inc. (OPCH) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $1.4B, roughly 1.7× Option Care Health, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 3.6%, a 6.8% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 12.2%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $130.2M). Over the past eight quarters, Option Care Health, Inc.'s revenue compounded faster (13.0% CAGR vs 12.5%).
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 ...
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
OPCH vs WDAY — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.4B |
| Net Profit | $51.8M | $252.0M |
| Gross Margin | 19.0% | — |
| Operating Margin | 5.9% | 10.6% |
| Net Margin | 3.6% | 10.4% |
| Revenue YoY | 12.2% | 12.6% |
| Net Profit YoY | -3.8% | 30.6% |
| EPS (diluted) | $0.32 | $0.94 |
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 | — | $2.4B | ||
| Q3 25 | $1.4B | $2.3B | ||
| Q2 25 | $1.4B | $2.2B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.1B | $1.9B |
| Q4 25 | — | $252.0M | ||
| Q3 25 | $51.8M | $228.0M | ||
| Q2 25 | $50.5M | $68.0M | ||
| Q1 25 | $46.7M | $94.0M | ||
| Q4 24 | $60.1M | $193.0M | ||
| Q3 24 | $53.9M | $132.0M | ||
| Q2 24 | $53.0M | $107.0M | ||
| Q1 24 | $44.8M | $1.2B |
| 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 | — | 10.6% | ||
| Q3 25 | 5.9% | 10.6% | ||
| Q2 25 | 5.8% | 1.7% | ||
| Q1 25 | 5.9% | 3.4% | ||
| Q4 24 | 6.9% | 7.6% | ||
| Q3 24 | 6.7% | 5.3% | ||
| Q2 24 | 6.6% | 3.2% | ||
| Q1 24 | 6.0% | 4.1% |
| Q4 25 | — | 10.4% | ||
| Q3 25 | 3.6% | 9.7% | ||
| Q2 25 | 3.6% | 3.0% | ||
| Q1 25 | 3.5% | 4.3% | ||
| Q4 24 | 4.8% | 8.9% | ||
| Q3 24 | 4.2% | 6.3% | ||
| Q2 24 | 4.3% | 5.4% | ||
| Q1 24 | 3.9% | 61.8% |
| Q4 25 | — | $0.94 | ||
| Q3 25 | $0.32 | $0.84 | ||
| Q2 25 | $0.31 | $0.25 | ||
| Q1 25 | $0.28 | $0.34 | ||
| Q4 24 | $0.36 | $0.72 | ||
| Q3 24 | $0.31 | $0.49 | ||
| Q2 24 | $0.30 | $0.40 | ||
| Q1 24 | $0.26 | $4.48 |
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 | $6.8B |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $1.4B | $8.9B |
| Total Assets | $3.5B | $17.8B |
| Debt / EquityLower = less leverage | 0.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $6.8B | ||
| Q3 25 | $309.8M | $8.2B | ||
| Q2 25 | $198.8M | $8.0B | ||
| Q1 25 | $171.4M | $8.0B | ||
| Q4 24 | $412.6M | $7.2B | ||
| Q3 24 | $483.0M | $7.4B | ||
| Q2 24 | $376.9M | $7.2B | ||
| Q1 24 | $219.5M | $7.8B |
| 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 | $3.0B | ||
| Q1 24 | $1.1B | $3.0B |
| Q4 25 | — | $8.9B | ||
| Q3 25 | $1.4B | $9.2B | ||
| Q2 25 | $1.4B | $8.9B | ||
| Q1 25 | $1.4B | $9.0B | ||
| Q4 24 | $1.4B | $8.6B | ||
| Q3 24 | $1.4B | $8.3B | ||
| Q2 24 | $1.4B | $8.2B | ||
| Q1 24 | $1.4B | $8.1B |
| Q4 25 | — | $17.8B | ||
| Q3 25 | $3.5B | $18.0B | ||
| Q2 25 | $3.4B | $17.2B | ||
| Q1 25 | $3.3B | $18.0B | ||
| Q4 24 | $3.4B | $16.4B | ||
| Q3 24 | $3.4B | $16.2B | ||
| Q2 24 | $3.3B | $15.9B | ||
| Q1 24 | $3.2B | $16.5B |
| 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× | 0.37× | ||
| Q1 24 | 0.74× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $130.2M | $550.0M |
| FCF MarginFCF / Revenue | 9.1% | 22.6% |
| Capex IntensityCapex / Revenue | 0.6% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.69× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $220.7M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $588.0M | ||
| Q3 25 | $139.4M | $616.0M | ||
| Q2 25 | $90.3M | $457.0M | ||
| Q1 25 | $-7.2M | $1.1B | ||
| Q4 24 | $36.1M | $406.0M | ||
| Q3 24 | $160.4M | $571.0M | ||
| Q2 24 | $195.7M | $372.0M | ||
| Q1 24 | $-68.8M | $995.6M |
| Q4 25 | — | $550.0M | ||
| Q3 25 | $130.2M | $588.0M | ||
| Q2 25 | $81.2M | $421.0M | ||
| Q1 25 | $-16.6M | $1.0B | ||
| Q4 24 | $25.8M | $359.0M | ||
| Q3 24 | $150.7M | $516.0M | ||
| Q2 24 | $185.9M | $291.0M | ||
| Q1 24 | $-74.6M | $947.6M |
| Q4 25 | — | 22.6% | ||
| Q3 25 | 9.1% | 25.0% | ||
| Q2 25 | 5.7% | 18.8% | ||
| Q1 25 | -1.2% | 46.4% | ||
| Q4 24 | 2.0% | 16.6% | ||
| Q3 24 | 11.8% | 24.7% | ||
| Q2 24 | 15.1% | 14.6% | ||
| Q1 24 | -6.5% | 49.3% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | 0.6% | 1.2% | ||
| Q2 25 | 0.6% | 1.6% | ||
| Q1 25 | 0.7% | 3.9% | ||
| Q4 24 | 0.8% | 2.2% | ||
| Q3 24 | 0.8% | 2.6% | ||
| Q2 24 | 0.8% | 4.1% | ||
| Q1 24 | 0.5% | 2.5% |
| Q4 25 | — | 2.33× | ||
| Q3 25 | 2.69× | 2.70× | ||
| Q2 25 | 1.79× | 6.72× | ||
| Q1 25 | -0.15× | 11.83× | ||
| Q4 24 | 0.60× | 2.10× | ||
| Q3 24 | 2.98× | 4.33× | ||
| Q2 24 | 3.69× | 3.48× | ||
| Q1 24 | -1.54× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
