Owens & Minor
Market Cap
US$1.8b
Last Updated
2020/10/21 23:37 UTC
Data Sources
Company Financials +
Executive Summary
Owens & Minor, Inc., together with its subsidiaries, operates as a healthcare solutions company in the United States and internationally. More Details
Rewards
Risk Analysis
Snowflake Analysis
Adequate balance sheet with moderate growth potential.
Similar Companies
Share Price & News
How has Owens & Minor's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: OMI's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
-5.7%
OMI
-0.3%
US Healthcare
-1.4%
US Market
1 Year Return
242.8%
OMI
20.0%
US Healthcare
17.8%
US Market
Return vs Industry: OMI exceeded the US Healthcare industry which returned 18.1% over the past year.
Return vs Market: OMI exceeded the US Market which returned 18.5% over the past year.
Shareholder returns
| OMI | Industry | Market | |
|---|---|---|---|
| 7 Day | -5.7% | -0.3% | -1.4% |
| 30 Day | 73.7% | 9.4% | 4.7% |
| 90 Day | 65.5% | 3.8% | 8.2% |
| 1 Year | 243.3%242.8% | 21.6%20.0% | 20.5%17.8% |
| 3 Year | -7.1%-13.7% | 32.3%26.6% | 42.2%32.7% |
| 5 Year | -20.8%-30.7% | 59.4%47.7% | 83.4%62.7% |
Price Volatility Vs. Market
How volatile is Owens & Minor's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 day ago | Simply Wall St
Here's What Owens & Minor, Inc.'s (NYSE:OMI) Shareholder Ownership Structure Looks Like3 weeks ago | Simply Wall St
Have Insiders Been Buying Owens & Minor, Inc. (NYSE:OMI) Shares?2 months ago | Simply Wall St
Is There An Opportunity With Owens & Minor, Inc.'s (NYSE:OMI) 49% Undervaluation?Valuation
Is Owens & Minor undervalued compared to its fair value and its price relative to the market?
40.7%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: OMI ($24.68) is trading below our estimate of fair value ($41.64)
Significantly Below Fair Value: OMI is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: OMI is unprofitable, so we can't compare its PE Ratio to the US Healthcare industry average.
PE vs Market: OMI is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate OMI's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: OMI is overvalued based on its PB Ratio (4x) compared to the US Healthcare industry average (3x).
Next Steps
Future Growth
How is Owens & Minor forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
59.3%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: OMI is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2.2%).
Earnings vs Market: OMI is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: OMI's is expected to become profitable in the next 3 years.
Revenue vs Market: OMI's revenue (3.6% per year) is forecast to grow slower than the US market (10.1% per year).
High Growth Revenue: OMI's revenue (3.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: OMI's Return on Equity is forecast to be low in 3 years time (16.9%).
Next Steps
Past Performance
How has Owens & Minor performed over the past 5 years?
-52.4%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: OMI is currently unprofitable.
Growing Profit Margin: OMI is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: OMI is unprofitable, and losses have increased over the past 5 years at a rate of 52.4% per year.
Accelerating Growth: Unable to compare OMI's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: OMI is unprofitable, making it difficult to compare its past year earnings growth to the Healthcare industry (28%).
Return on Equity
High ROE: OMI has a negative Return on Equity (-2.7%), as it is currently unprofitable.
Next Steps
Financial Health
How is Owens & Minor's financial position?
Financial Position Analysis
Short Term Liabilities: OMI's short term assets ($2.0B) exceed its short term liabilities ($1.2B).
Long Term Liabilities: OMI's short term assets ($2.0B) exceed its long term liabilities ($1.5B).
Debt to Equity History and Analysis
Debt Level: OMI's debt to equity ratio (350.9%) is considered high.
Reducing Debt: OMI's debt to equity ratio has increased from 58.8% to 350.9% over the past 5 years.
Balance Sheet
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: Whilst unprofitable OMI has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.
Forecast Cash Runway: OMI is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 21.1% per year.
Next Steps
Dividend
What is Owens & Minor current dividend yield, its reliability and sustainability?
0.04%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: OMI's dividend (0.04%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.64%).
High Dividend: OMI's dividend (0.04%) is low compared to the top 25% of dividend payers in the US market (4.68%).
Stability and Growth of Payments
Stable Dividend: OMI is not paying a notable dividend for the US market, therefore no need to check if payments are stable.
Growing Dividend: OMI is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.
Current Payout to Shareholders
Dividend Coverage: OMI is not paying a notable dividend for the US market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of OMI's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.7yrs
Average management tenure
CEO
Ed Pesicka (52 yo)
1.58yrs
Tenure
US$5,731,407
Compensation
Mr. Edward A. Pesicka, also known as Ed, has been the Chief Executive Officer, President and Director of Owens & Minor, Inc. since March 7, 2019. Mr. Pesicka served as Chief Commercial Officer of Thermo Fi ...
CEO Compensation Analysis
Compensation vs Market: Ed's total compensation ($USD5.73M) is about average for companies of similar size in the US market ($USD4.48M).
Compensation vs Earnings: Insufficient data to compare Ed's compensation with company performance.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.58yrs | US$5.73m | 0.94% $ 17.0m | |
| Executive VP | 4.75yrs | US$1.58m | 0.23% $ 4.2m | |
| President of Global Products | 1.75yrs | US$1.84m | 0.28% $ 5.0m | |
| Executive VP & CFO | 0.92yr | no data | 0.13% $ 2.4m | |
| Executive VP & Chief Operating Officer | 0.92yr | no data | 0.14% $ 2.5m | |
| Senior VP | 2.33yrs | US$310.84k | 0.11% $ 2.0m | |
| Director of Finance & Investor Relations | no data | no data | no data | |
| Executive VP & Chief Human Resources Office | 2.58yrs | no data | 0.13% $ 2.3m | |
| Executive VP & Chief Commercial Officer | 1.25yrs | no data | 0.13% $ 2.3m | |
| Senior VP & Chief Procurement Officer | 0.83yr | no data | no data | |
| Senior VP & Corporate Treasurer | 2.42yrs | no data | 0.10% $ 1.9m | |
| Director of Media Relations | no data | no data | no data |
1.7yrs
Average Tenure
53yo
Average Age
Experienced Management: OMI's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.58yrs | US$5.73m | 0.94% $ 17.0m | |
| Chairman Emeritus | 7.5yrs | US$366.50k | no data | |
| Independent Director | 12.92yrs | US$1.44m | 0.40% $ 7.2m | |
| Independent Director | 15.5yrs | US$226.25k | 0.084% $ 1.5m | |
| Independent Director | 2.58yrs | US$233.75k | 0.11% $ 2.0m | |
| Independent Director | 0.83yr | US$72.92k | 0.061% $ 1.1m | |
| Independent Director | 1yr | US$122.40k | 0.027% $ 493.6k | |
| Independent Chairman | 0.083yr | US$156.25k | 0.031% $ 568.5k | |
| Independent Director | 0.58yr | no data | 0.028% $ 512.3k |
1.6yrs
Average Tenure
62yo
Average Age
Experienced Board: OMI's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: OMI insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 16.8%.
Top Shareholders
Company Information
Owens & Minor, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Owens & Minor, Inc.
- Ticker: OMI
- Exchange: NYSE
- Founded: 1882
- Industry: Health Care Distributors
- Sector: Healthcare
- Market Cap: US$1.815b
- Shares outstanding: 73.53m
- Website: https://www.owens-minor.com
Number of Employees
Location
- Owens & Minor, Inc.
- Post Office Box 27626
- Richmond
- Virginia
- 23116-7626
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| OMI | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Dec 1972 |
| 6OM | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Dec 1972 |
Biography
Owens & Minor, Inc., together with its subsidiaries, operates as a healthcare solutions company in the United States and internationally. It operates through two segments, Global Solutions and Global Produ ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/10/21 23:37 |
| End of Day Share Price | 2020/10/21 00:00 |
| Earnings | 2020/06/30 |
| Annual Earnings | 2019/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.