Omda AS

OB:OMDA 株式レポート

時価総額:NOK 773.1m

Omda 将来の成長

Future 基準チェック /56

Omda利益と収益がそれぞれ年間92.8%と3.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に178% 92.9%なると予測されています。

主要情報

92.8%

収益成長率

92.94%

EPS成長率

Healthcare Services 収益成長20.5%
収益成長率3.7%
将来の株主資本利益率178.01%
アナリストカバレッジ

Low

最終更新日21 May 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブ更新 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...

業績と収益の成長予測

OB:OMDA - アナリストの将来予測と過去の財務データ ( )NOK Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202854636641681
12/31/202752528571611
12/31/2026504-26301321
3/31/2026494-36-445N/A
12/31/20254967-2227N/A
9/30/2025476-30-1531N/A
6/30/2025459-26-2619N/A
3/31/2025442-46-3214N/A
12/31/2024426-673276N/A
9/30/2024420-26756N/A
6/30/2024416911361N/A
3/31/202441688-2323N/A
12/31/2023412104-739N/A
9/30/202340145-53-9N/A
6/30/2023390-107-49-6N/A
3/31/2023376-101-2615N/A
12/31/2022368-132-3012N/A
9/30/2022359-113-1225N/A
6/30/2022359-102034N/A
3/31/2022348-91-1318N/A
12/31/2021331-87-722N/A
9/30/2021304-66736N/A
6/30/2021271-411239N/A
3/31/2021251-343461N/A
12/31/2020229-9128N/A
9/30/2020230-2-739N/A
6/30/2020229-26N/AN/AN/A
3/31/2020215-30N/AN/AN/A
12/31/2019207-36N/A52N/A
12/31/2018169-11N/A22N/A
12/31/2017108-15N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: OMDAは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.3% ) よりも高い成長率であると考えられます。

収益対市場: OMDA今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: OMDA今後 3 年以内に収益を上げることが予想されます。

収益対市場: OMDAの収益 ( 3.7% ) Norwegian市場 ( 0.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: OMDAの収益 ( 3.7% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: OMDAの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 178 %)。


成長企業の発掘

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2026/07/31 23:16
終値2026/07/31 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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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