Option Care Health Agrees to US$5.8 Billion Buyout at US$32.05 Per Share

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Summary · why it matters

Option Care Health has agreed to a US$5.8 billion buyout from McKesson and Clayton Dubilier & Rice at US$32.05 per share in cash, sending the stock up 37.5% over the past week. The shares now trade near the deal level at about 22.2 times earnings, below the broader healthcare sector at roughly 24.7 times and the peer group average near 43.7 times. Community views on Option Care Health split between a bull case calling the stock 19% undervalued on home-infusion growth and a bear case calling it 9% overvalued after the company cut its 2026 revenue guidance to a range of US$5.675 billion to US$5.775 billion, citing a roughly 600 basis point revenue growth headwind from chronic inflammatory disease therapies.

Impact on assets 2

Aging Population▲
Option Care Health Inc
OPCH
▲ PositiveCapitalrelevance

Option Care Health agreed to a US$5.8 billion cash buyout at US$32.05 per share, sending shares up 37.5%.

Health Care▲
McKesson Corporation
MCK
▲ PositiveCapitalrelevance

McKesson is acquiring Option Care Health in a US$5.8 billion buyout, expanding its healthcare footprint.

Off-coverage companies 1

Clayton Dubilier & Ricei
Private▲ PositiveCapitalrelevance

Clayton Dubilier & Rice is part of the buyout consortium acquiring Option Care Health for US$5.8 billion.