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Omnicell, Inc. Message Board

  • culleraa culleraa Feb 1, 2013 7:44 AM Flag

    Good quarter, excellent for a few!

    In omcl-speak this was a blow-out quarter. It just didn't get the bottom line. A year ago we had another kind of problem... they missed the incentive goal, missed out, lowered the bar and, as we can see, got it back this time. All in all, then we are just back on track.

    Still, as a business we are promised decent 10+% organic growth. Funy how they got the sidra deal into the backlog without the hospital being built yet. Guidance suggests it will be in sales this year, which is possible since using a distributor, I guess.

    Despite all above, or maybe because, we are back at 1.3x sales as an EV valuation. Cerner is at 5.3x. Clearly the later is partly due to a real 20%+ margin vs 15%pre-management-take. A more reasonable valuation might be half-way:30!

    OMCL investor have not benefited for three years, in that time we are down 75% compared to Cerner....

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