INFU
InfuSystem Holdings, Inc.
Medical - Instruments & Supplies
Market Cap$181M
5Y Perf.-22.8%
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Stock Comparison
INFU vs OPRX
Revenue, margins, valuation, and 5-year total return — side by side.
OPRX
OptimizeRx Corporation
Medical - Healthcare Information Services
Market Cap$124M
5Y Perf.-41.6%
INFU vs OPRX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | INFU | OPRX |
|---|---|---|
| Industry | Medical - Instruments & Supplies | Medical - Healthcare Information Services |
| Market Cap | $181M | $124M |
| Revenue (TTM) | $142M | $109M |
| Net Income (TTM) | $8M | $5M |
| Gross Margin | 56.7% | 67.3% |
| Operating Margin | 9.1% | 10.7% |
| Forward P/E | 21.5x | 7.0x |
| Total Debt | $3M | $5M |
| Cash & Equiv. | $3M | $23M |
INFU vs OPRX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
INFU
OPRX
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| InfuSystem Holdings… (INFU) | 100 | 77.2 | -22.8% |
| OptimizeRx Corporat… (OPRX) | 100 | 58.4 | -41.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: INFU vs OPRX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: INFU leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. OptimizeRx Corporation is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
INFU
InfuSystem Holdings, Inc.
The Income Pick
INFU carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- beta 1.50
- 159.0% 10Y total return vs OPRX's 110.5%
- Lower volatility, beta 1.50, Low D/E 6.0%, current ratio 1.80x
Best for: income & stability and long-term compounding
OPRX
OptimizeRx Corporation
The Growth Play
OPRX is the clearest fit if your priority is growth exposure.
- Rev growth 18.8%, EPS growth 124.5%, 3Y rev CAGR 20.6%
- 18.8% revenue growth vs INFU's 6.4%
- Lower P/E (7.0x vs 21.5x)
Best for: growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | OPRX | 18.8% revenue growth vs INFU's 6.4% |
| Value | OPRX | Lower P/E (7.0x vs 21.5x) |
| Quality / Margins | INFU | 5.6% margin vs OPRX's 4.7% |
| Stability / Safety | INFU | Beta 1.50 vs OPRX's 2.28 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | INFU | +88.6% vs OPRX's -30.1% |
| Efficiency (ROA) | INFU | 7.9% ROA vs OPRX's 3.0%, ROIC 12.5% vs 7.1% |
INFU vs OPRX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
Segment breakdown not available.
INFU vs OPRX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLINFULAGGINGOPRX
OPRXOptimizeRx Corporation
2leads
INFUInfuSystem Holdings, …
3leads
6 Total Categories
CATEGORYLEADERvs OPRXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
OPRX3/5
Valuation MetricsMultiples, price ratios, and targets
OPRX6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
INFU6/8
Total Returns1Y, 3Y, 5Y total returns with dividends
INFU6/6
Risk & VolatilityBeta, volatility, and downside exposure
INFU2/2
Analyst OutlookRatings, price targets, and dividends
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Income & Cash Flow (Last 12 Months)
OPRX leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
INFU and OPRX operate at a comparable scale, with $142M and $109M in trailing revenue. Profitability is closely matched — net margins range from 5.6% (INFU) to 4.7% (OPRX).
| Metric | INFUInfuSystem Holdin… | OPRXOptimizeRx Corpor… |
|---|---|---|
| RevenueTrailing 12 months | $142M | $109M |
| EBITDAEarnings before interest/tax | $23M | $16M |
| Net IncomeAfter-tax profit | $8M | $5M |
| Free Cash FlowCash after capex | $22M | $12M |
| Gross MarginGross profit ÷ Revenue | +56.7% | +67.3% |
| Operating MarginEBIT ÷ Revenue | +9.1% | +10.7% |
| Net MarginNet income ÷ Revenue | +5.6% | +4.7% |
| FCF MarginFCF ÷ Revenue | +15.4% | +10.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -3.0% | -0.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.0% | — |
OPRX leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
OPRX leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 24.6x trailing earnings, OPRX trades at a 15% valuation discount to INFU's 28.9x P/E. On an enterprise value basis, OPRX's 6.5x EV/EBITDA is more attractive than INFU's 7.2x.
| Metric | INFUInfuSystem Holdin… | OPRXOptimizeRx Corpor… |
|---|---|---|
| Market CapShares × price | $181M | $124M |
| Enterprise ValueMkt cap + debt − cash | $181M | $105M |
| Trailing P/EPrice ÷ TTM EPS | 28.90x | 24.56x |
| Forward P/EPrice ÷ next-FY EPS est. | 21.54x | 7.04x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 7.19x | 6.55x |
| Price / SalesMarket cap ÷ Revenue | 1.26x | 1.13x |
| Price / BookPrice ÷ Book value/share | 3.30x | 0.98x |
| Price / FCFMarket cap ÷ FCF | 7.59x | 6.62x |
OPRX leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
INFU leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
INFU delivers a 14.0% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $4 for OPRX. OPRX carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to INFU's 0.06x.
| Metric | INFUInfuSystem Holdin… | OPRXOptimizeRx Corpor… |
|---|---|---|
| ROE (TTM)Return on equity | +14.0% | +4.2% |
| ROA (TTM)Return on assets | +7.9% | +3.0% |
| ROICReturn on invested capital | +12.5% | +7.1% |
| ROCEReturn on capital employed | +14.3% | +7.6% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 8 |
| Debt / EquityFinancial leverage | 0.06x | 0.04x |
| Net DebtTotal debt minus cash | $241,000 | -$19M |
| Cash & Equiv.Liquid assets | $3M | $23M |
| Total DebtShort + long-term debt | $3M | $5M |
| Interest CoverageEBIT ÷ Interest expense | 13.65x | 1.26x |
INFU leads this category, winning 6 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
INFU leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in INFU five years ago would be worth $4,297 today (with dividends reinvested), compared to $1,266 for OPRX. Over the past 12 months, INFU leads with a +88.6% total return vs OPRX's -30.1%. The 3-year compound annual growth rate (CAGR) favors INFU at 0.9% vs OPRX's -23.0% — a key indicator of consistent wealth creation.
| Metric | INFUInfuSystem Holdin… | OPRXOptimizeRx Corpor… |
|---|---|---|
| YTD ReturnYear-to-date | +6.8% | -46.6% |
| 1-Year ReturnPast 12 months | +88.6% | -30.1% |
| 3-Year ReturnCumulative with dividends | +2.8% | -54.4% |
| 5-Year ReturnCumulative with dividends | -57.0% | -87.3% |
| 10-Year ReturnCumulative with dividends | +159.0% | +110.5% |
| CAGR (3Y)Annualised 3-year return | +0.9% | -23.0% |
INFU leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
INFU leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
INFU is the less volatile stock with a 1.50 beta — it tends to amplify market swings less than OPRX's 2.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. INFU currently trades 81.2% from its 52-week high vs OPRX's 29.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | INFUInfuSystem Holdin… | OPRXOptimizeRx Corpor… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.50x | 2.28x |
| 52-Week HighHighest price in past year | $11.04 | $22.25 |
| 52-Week LowLowest price in past year | $4.70 | $5.54 |
| % of 52W HighCurrent price vs 52-week peak | +81.2% | +29.8% |
| RSI (14)Momentum oscillator 0–100 | 51.5 | 46.9 |
| Avg Volume (50D)Average daily shares traded | 121K | 476K |
INFU leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates INFU as "Buy" and OPRX as "Buy". Consensus price targets imply 156.4% upside for OPRX (target: $17) vs 67.4% for INFU (target: $15).
| Metric | INFUInfuSystem Holdin… | OPRXOptimizeRx Corpor… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $15.00 | $17.00 |
| # AnalystsCovering analysts | 3 | 15 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +6.1% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
INFU leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). OPRX leads in 2 (Income & Cash Flow, Valuation Metrics).
Best OverallInfuSystem Holdings, Inc. (INFU)Leads 3 of 6 categories
Loading custom metrics...
INFU vs OPRX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is INFU or OPRX a better buy right now?
For growth investors, OptimizeRx Corporation (OPRX) is the stronger pick with 18.
8% revenue growth year-over-year, versus 6. 4% for InfuSystem Holdings, Inc. (INFU). OptimizeRx Corporation (OPRX) offers the better valuation at 24. 6x trailing P/E (7. 0x forward), making it the more compelling value choice. Analysts rate InfuSystem Holdings, Inc. (INFU) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — INFU or OPRX?
On trailing P/E, OptimizeRx Corporation (OPRX) is the cheapest at 24.
6x versus InfuSystem Holdings, Inc. at 28. 9x. On forward P/E, OptimizeRx Corporation is actually cheaper at 7. 0x.
03Which is the better long-term investment — INFU or OPRX?
Over the past 5 years, InfuSystem Holdings, Inc.
(INFU) delivered a total return of -57. 0%, compared to -87. 3% for OptimizeRx Corporation (OPRX). Over 10 years, the gap is even starker: INFU returned +159. 0% versus OPRX's +110. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — INFU or OPRX?
By beta (market sensitivity over 5 years), InfuSystem Holdings, Inc.
(INFU) is the lower-risk stock at 1. 50β versus OptimizeRx Corporation's 2. 28β — meaning OPRX is approximately 52% more volatile than INFU relative to the S&P 500. On balance sheet safety, OptimizeRx Corporation (OPRX) carries a lower debt/equity ratio of 4% versus 6% for InfuSystem Holdings, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — INFU or OPRX?
By revenue growth (latest reported year), OptimizeRx Corporation (OPRX) is pulling ahead at 18.
8% versus 6. 4% for InfuSystem Holdings, Inc. (INFU). On earnings-per-share growth, the picture is similar: InfuSystem Holdings, Inc. grew EPS 181. 8% year-over-year, compared to 124. 5% for OptimizeRx Corporation. Over a 3-year CAGR, OPRX leads at 20. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — INFU or OPRX?
OptimizeRx Corporation (OPRX) is the more profitable company, earning 4.
7% net margin versus 4. 6% for InfuSystem Holdings, Inc. — meaning it keeps 4. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OPRX leads at 10. 7% versus 8. 3% for INFU. At the gross margin level — before operating expenses — OPRX leads at 67. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is INFU or OPRX more undervalued right now?
On forward earnings alone, OptimizeRx Corporation (OPRX) trades at 7.
0x forward P/E versus 21. 5x for InfuSystem Holdings, Inc. — 14. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OPRX: 156. 4% to $17. 00.
08Which pays a better dividend — INFU or OPRX?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is INFU or OPRX better for a retirement portfolio?
For long-horizon retirement investors, InfuSystem Holdings, Inc.
(INFU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+159. 0% 10Y return). OptimizeRx Corporation (OPRX) carries a higher beta of 2. 28 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (INFU: +159. 0%, OPRX: +110. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between INFU and OPRX?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: INFU is a small-cap quality compounder stock; OPRX is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(INFU: -3.0% · OPRX: -0.2%)Net Margin>
%
(INFU: 5.6% · OPRX: 4.7%)P/E Ratio<
x
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