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Omda ASOB:OMDA 株式レポート

時価総額 NOK 742.4m
株価
NOK 38.00
NOK 50
24.0% 割安 内在価値ディスカウント
1Y-28.1%
7D-0.6%
1D
ポートフォリオ価値
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Omda AS

OB:OMDA 株式レポート

時価総額:NOK 742.4m

Omda(OMDA)株式概要

Omda ASは、ノルウェー、スウェーデン、デンマーク、フィンランド、そして世界各国で、ヘルスケア分野のソフトウェア・ソリューションを提供しています。 詳細

OMDA ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長5/6
過去の実績0/6
財務の健全性1/6
配当金0/6

OMDA Community Fair Values

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Omda AS 競合他社

価格と性能

株価の高値、安値、推移の概要Omda
過去の株価
現在の株価NOK 36.10
52週高値NOK 56.60
52週安値NOK 33.00
ベータ0.42
1ヶ月の変化-6.23%
3ヶ月変化-6.48%
1年変化-28.09%
3年間の変化-25.10%
5年間の変化-60.11%
IPOからの変化-56.51%

最新ニュース

ナラティブの更新 Jun 02

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Shape Future Upside Potential

Narrative Update on Omda The updated analyst price target for Omda shifts from a fair value of NOK57.00 to NOK50.00 as analysts factor in a higher discount rate, more cautious revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple. Analyst Commentary Recent Street research on Omda highlights a mix of optimism about growth and execution, paired with more cautious valuation assumptions and price target resets.
分析記事 May 23

Omda AS (OB:OMDA) Just Reported, And Analysts Assigned A kr50.00 Price Target

Last week, you might have seen that Omda AS ( OB:OMDA ) released its quarterly result to the market. The early response...
ナラティブの更新 May 10

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Drive Future Upside Potential

Analysts now place Omda's fair value at NOK 57.0, with the updated price target shaped by refreshed discount rate assumptions and recent mixed but generally constructive research commentary on guidance, growth drivers and valuation in the sector. Analyst Commentary Recent research on Omda reflects an active debate on how to balance strong reported execution with more cautious valuation and guidance assumptions.

Recent updates

ナラティブの更新 Jun 02

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Shape Future Upside Potential

Narrative Update on Omda The updated analyst price target for Omda shifts from a fair value of NOK57.00 to NOK50.00 as analysts factor in a higher discount rate, more cautious revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple. Analyst Commentary Recent Street research on Omda highlights a mix of optimism about growth and execution, paired with more cautious valuation assumptions and price target resets.
分析記事 May 23

Omda AS (OB:OMDA) Just Reported, And Analysts Assigned A kr50.00 Price Target

Last week, you might have seen that Omda AS ( OB:OMDA ) released its quarterly result to the market. The early response...
ナラティブの更新 May 10

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Drive Future Upside Potential

Analysts now place Omda's fair value at NOK 57.0, with the updated price target shaped by refreshed discount rate assumptions and recent mixed but generally constructive research commentary on guidance, growth drivers and valuation in the sector. Analyst Commentary Recent research on Omda reflects an active debate on how to balance strong reported execution with more cautious valuation and guidance assumptions.
ナラティブの更新 Apr 20

OMDA: Q4 Execution And 2026 Guidance Conservatism Will Support Upside Potential

Analysts have adjusted their Omda price target to NOK57.0, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions after recent research highlighted both reduced targets across several firms and continued confidence in Omda's growth runway and program momentum. Analyst Commentary Street research around Omda presents a mix of recalibrated price targets and continued confidence in the company’s ability to execute on its program pipeline.
ナラティブの更新 Apr 06

OMDA: Q4 Outperformance And 2026 Guidance Conservatism Are Expected To Drive Upside

The updated analyst price target for Omda now reflects a more cautious tone seen across recent NOK-based targets, as analysts factor in refreshed models following Q4 results, revised guidance and ongoing debate around how conservative the medium-term outlook might be. Analyst Commentary Street research on Omda clusters around lowered price targets in the near term, but most firms are maintaining positive or neutral ratings, pointing to a mix of execution momentum and valuation questions.
ナラティブの更新 Mar 23

OMDA: Multi Condition Momentum And 2026 Guidance Are Expected To Drive Upside

Analysts have trimmed the Omda fair value estimate from NOK 59 to NOK 57, reflecting updated price targets and modeling that factors in revised profit margin expectations, alongside supportive views on revenue growth and the broader program momentum flagged in recent research notes. Analyst Commentary Recent Street research on Omda points to a reset in expectations around valuation, while still highlighting execution on growth initiatives and Q4 performance.
ナラティブの更新 Mar 08

OMDA: Multi Condition Momentum And 2026 Guidance Are Expected To Unlock Upside

Analysts have nudged our Omda price target slightly lower to NOK 59.0, reflecting modestly higher discount rate and P/E assumptions while still citing solid Q4 execution, program momentum and a generally supportive tone across recent research updates. Analyst Commentary Recent research paints a mixed but generally constructive picture around Omda, with most firms trimming price targets while still pointing to solid execution and program traction after Q4.
ナラティブの更新 Feb 22

OMDA: Cardiometabolic Partnerships And Reduced Multiple Are Expected To Unlock Upside

Analysts have trimmed their Omda price targets by about NOK 3, reflecting slightly higher discount rate assumptions and a lower future P/E multiple, as they balance growth expectations with recent stock performance and client concentration risks. Analyst Commentary Recent Street research on Omda highlights a mix of optimism around the core business and caution around how that story translates into valuation and execution risk.
ナラティブの更新 Feb 07

OMDA: Cardiometabolic Program Expansion And AI Platform Investment Will Drive Future Upside

Analysts have trimmed their average price targets on Omda by a few dollars, reflecting a slightly higher discount rate and a modestly higher assumed future P/E, while still pointing to a mix of growth opportunities in cardiometabolic programs and client concentration risks. Analyst Commentary Recent research on Omda reflects a mix of optimism around long term growth potential and caution around execution and concentration risks.
ナラティブの更新 Jan 24

OMDA: GLP-1 Companion Expansion And AI Investment Will Drive Future Upside

Analysts have trimmed their blended price target for Omda by a few dollars to align with recent cuts and initiations around the $17 to $32 range, citing a combination of strong GLP-1 related momentum, partnership tailwinds, revenue growth potential, and concerns about client concentration and ownership complexity. Analyst Commentary Recent research on Omda reflects a mix of optimism around growth drivers and caution around concentration risks and ownership structure, which together help frame how analysts think about valuation and execution risk.
ナラティブの更新 Jan 10

OMDA: Cardiometabolic Platform Expansion And AI Execution Will Support Future Upside Potential

Analysts have slightly adjusted their outlook on Omda, with a modest change in the implied fair value and Street price targets. This reflects updated views on discount rates, long term growth drivers, and mixed recent research that includes lower targets from Goldman Sachs and Wells Fargo, alongside more constructive targets from BMO Capital and Morgan Stanley.
ナラティブの更新 Dec 22

OMDA: Expanded GLP-1 Programs And AI Offerings Will Drive Future Margin Upside

Analysts have raised their price target on Omda to $59.00, supported by expectations for sustained revenue growth above 20%, expanding margins, and accelerating adoption of its enhanced GLP-1 programs and AI driven offerings. Analyst Commentary Recent Street research reflects a predominantly constructive stance on Omda, with bullish analysts highlighting a combination of strong execution, favorable unit economics, and a long runway for growth as key drivers of upside to the newly raised price target.
ナラティブの更新 Dec 08

OMDA: GLP 1 Program Expansion Will Drive Future Margin Upside

Analysts have raised their price target on Omda to $59.00 per share from a previously implied lower level, citing expectations for sustained 20% plus revenue growth, expanding margins, and accelerating GLP 1 related momentum as key drivers of upside. Analyst Commentary Recent Street commentary highlights a constructive backdrop for Omda, with bullish analysts pointing to a long runway for growth supported by a large, under-penetrated market, strong execution, and accelerating GLP 1 related initiatives.
ナラティブの更新 Nov 24

OMDA: Expanding Market And AI Integration Will Drive Continued Growth Momentum

Analysts have significantly raised Omda's fair value estimate from $35 to $59. They cite strong revenue growth, improved profit margins, an expanding addressable market, and increased momentum in new product rollouts and profitability.
分析記事 Oct 10

Returns On Capital Are Showing Encouraging Signs At Omda (OB:OMDA)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
ナラティブの更新 Aug 23

M&A And Competition Will Shape Risk And Opportunity In Healthcare

Despite Omada’s stronger-than-expected growth in members and revenue, robust gross margin gains, and improving clinical partnerships, analysts have lowered the price target from NOK44.00 to NOK35.00 due to a more cautious broader outlook. Analyst Commentary Bullish analysts highlight Omada’s member and revenue growth significantly surpassing expectations, with first-quarter figures beating estimates by 6.7% and 11.5%, respectively.
分析記事 May 23

Omda AS (OB:OMDA) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Omda AS ( OB:OMDA ) shares have been powering on, with a gain of 32% in the last thirty...
分析記事 May 16

These 4 Measures Indicate That Omda (OB:OMDA) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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新しいナラティブ May 08

Restructuring, Acquisitions And AI Integration Will Secure Operational Efficiency

Restructuring completion and an enhanced acquisition strategy are expected to boost operational efficiency, revenue growth, and earnings.
分析記事 Apr 08

Little Excitement Around Omda AS' (OB:OMDA) Revenues

Omda AS' ( OB:OMDA ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a buy right now compared to the...
分析記事 Jan 26

Omda (OB:OMDA) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Dec 21

The Market Doesn't Like What It Sees From Omda AS' (OB:OMDA) Revenues Yet

Omda AS' ( OB:OMDA ) price-to-sales (or "P/S") ratio of 1.5x might make it look like a buy right now compared to the...
分析記事 Nov 13

Returns On Capital Are Showing Encouraging Signs At Omda (OB:OMDA)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 Jul 24

Returns At Omda (OB:OMDA) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 May 22

Omda's (OB:OMDA) Earnings Are Weaker Than They Seem

Despite posting some strong earnings, the market for Omda AS' ( OB:OMDA ) stock hasn't moved much. Our analysis...
分析記事 Mar 24

Improved Revenues Required Before Omda AS (OB:OMDA) Stock's 28% Jump Looks Justified

Omda AS ( OB:OMDA ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last month...
分析記事 Jan 24

Fewer Investors Than Expected Jumping On Omda AS (OB:OMDA)

When close to half the companies operating in the Healthcare Services industry in Norway have price-to-sales ratios (or...
分析記事 Nov 18

Omda's (OB:OMDA) Earnings May Just Be The Starting Point

Omda AS ( OB:OMDA ) recently posted some strong earnings, and the market responded positively. We have done some...
分析記事 Jun 17

Are Investors Undervaluing CSAM Health Group AS (OB:CSAM) By 44%?

Key Insights The projected fair value for CSAM Health Group is kr81.03 based on 2 Stage Free Cash Flow to Equity CSAM...

株主還元

OMDANO Healthcare ServicesNO 市場
7D-0.6%-2.3%-0.5%
1Y-28.1%-15.8%12.7%

業界別リターン: OMDA過去 1 年間で-15.8 % の収益を上げたNorwegian Healthcare Services業界を下回りました。

リターン対市場: OMDAは、過去 1 年間で12.7 % のリターンを上げたNorwegian市場を下回りました。

価格変動

Is OMDA's price volatile compared to industry and market?
OMDA volatility
OMDA Average Weekly Movement5.8%
Healthcare Services Industry Average Movement5.9%
Market Average Movement5.3%
10% most volatile stocks in NO Market10.8%
10% least volatile stocks in NO Market3.1%

安定した株価: OMDA 、 Norwegian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: OMDAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1999256Sverre Flatbyomda.com

オムダASは、ノルウェー、スウェーデン、デンマーク、フィンランド、および海外において、ヘルスケア分野向けのソフトウェア・ソリューションを提供している。血液・細胞・組織管理システムOmda ProSangからなる検査情報管理システムや、腫瘍治療管理ソリューションOmda Cytodoseからなる医療投薬ソリューションを提供している。また、コネクテッド・ヘルスケア・ソリューションとして、心電図・診断保存ツール「Omda Cardio」、医用画像モバイルアプリ「Omda CIMA」、ウェブベースの医用画像ソリューション「Omda Media」、画像管理・ワークフロー「Omda Medimaker」、画像管理ソリューション「Omda Picsara」、統合遠隔画像診断システム「Omda Arcidis」、患者データ転送ツール「Omda Helsemail」、監査・ワークフロー監視プラットフォーム「Omda Plutus」、セキュアなeケアコミュニケーションプラットフォーム「Omda S7」、患者データ保存・管理ソリューション「Omda XDS」を提供している。また、高度生殖補助医療クリニック向けデータソリューション「Omda Fertsoft」、デジタルマタニティソリューション「Omda iPana Hospital」、女性マタニティケア向けクラウドベースプラットフォーム「Omda iPana Maternity」、マタニティセクター向けデータソリューション「Omda Partus」、医療データ管理ソリューション「Omda Compos」、医療データの収集・分析・管理ソリューション「Omda MedSciNet」などの健康分析製品も提供している。さらに、救急組織がデジタルシミュレーションを通じてリソースの配分や運用戦略をテストできる「Omda Optima」、統合救急対応プラットフォーム「Omda CoordCom」、救急通報を処理し、医療対応のさまざまな側面を調整するためのデジタルプラットフォーム「Omda AMIS」、救急対応システム「Omda Paratus」を提供している。同社は以前CSAM Health Group ASとして知られていたが、2023年9月にOmda ASに社名を変更した。オムダASは1999年に設立され、ノルウェーのオスロに本社を置いている。

Omda AS 基礎のまとめ

Omda の収益と売上を時価総額と比較するとどうか。
OMDA 基礎統計学
時価総額NOK 742.38m
収益(TTM)-NOK 35.92m
売上高(TTM)NOK 493.60m
1.5x
P/Sレシオ
-20.6x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
OMDA 損益計算書(TTM)
収益NOK 493.60m
売上原価NOK 258.75m
売上総利益NOK 234.85m
その他の費用NOK 270.77m
収益-NOK 35.92m

直近の収益報告

Mar 31, 2026

次回決算日

Aug 27, 2026

一株当たり利益(EPS)-1.75
グロス・マージン47.58%
純利益率-7.28%
有利子負債/自己資本比率-2,394.2%

OMDA の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.3%
現在の配当利回り
-27%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/19 18:59
終値2026/06/19 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Omda AS 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3

アナリスト機関
Kristian StøleCarnegie Investment Bank AB
Emilie EngenDNB Carnegie
Eirik RafdalDNB Carnegie