Owens & Minor
Market Cap
US$2.5b
Last Updated
2021/02/28 23:04 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
Fair value 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 is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 12% a week.
Volatility Over Time: OMI's weekly volatility has decreased from 19% to 12% over the past year.
Market Performance
7 Day Return
30.0%
OMI
-0.7%
US Healthcare
-3.6%
US Market
1 Year Return
398.0%
OMI
25.9%
US Healthcare
36.5%
US Market
Return vs Industry: OMI exceeded the US Healthcare industry which returned 25.3% over the past year.
Return vs Market: OMI exceeded the US Market which returned 36.4% over the past year.
Shareholder returns
| OMI | Industry | Market | |
|---|---|---|---|
| 7 Day | 30.0% | -0.7% | -3.6% |
| 30 Day | 17.0% | -1.4% | 2.7% |
| 90 Day | 32.0% | 1.6% | 7.5% |
| 1 Year | 398.5%398.0% | 27.4%25.9% | 39.5%36.5% |
| 3 Year | 117.9%105.1% | 36.8%31.2% | 53.5%43.6% |
| 5 Year | -3.4%-14.8% | 76.9%63.7% | 117.5%93.2% |
Long-Term 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
12 hours ago | Simply Wall St
Owens & Minor (NYSE:OMI) Seems To Use Debt Quite Sensibly3 weeks ago | Simply Wall St
Here's What Owens & Minor, Inc.'s (NYSE:OMI) Shareholder Ownership Structure Looks Like1 month ago | Simply Wall St
Should You Use Owens & Minor's (NYSE:OMI) Statutory Earnings To Analyse It?Valuation
Is Owens & Minor undervalued compared to its fair value and its price relative to the market?
45.9%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: OMI ($34.01) is trading below our estimate of fair value ($62.87)
Significantly Below Fair Value: OMI is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: OMI's PE Ratio (24.5x) is in line with the US Healthcare industry average.
PE vs Market: OMI is poor value based on its PE Ratio (24.5x) compared to the US market (21.3x).
Price to Earnings Growth Ratio
PEG Ratio: OMI is good value based on its PEG Ratio (1x)
Price to Book Ratio
PB vs Industry: OMI's PB Ratio (3.5x) is in line with the US Healthcare industry average.
Next Steps
Future Growth
How is Owens & Minor forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
24.5%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: OMI's forecast earnings growth (24.5% per year) is above the savings rate (2%).
Earnings vs Market: OMI's earnings (24.5% per year) are forecast to grow faster than the US market (20.1% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: OMI's revenue (3.8% per year) is forecast to grow slower than the US market (10.4% per year).
High Growth Revenue: OMI's revenue (3.8% 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 (19.6%).
Next Steps
Past Performance
How has Owens & Minor performed over the past 5 years?
-37.0%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: OMI has a large one-off loss of $34.9M impacting its December 31 2020 financial results.
Growing Profit Margin: OMI became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: OMI has become profitable over the past 5 years, growing earnings by -37% per year.
Accelerating Growth: OMI has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: OMI has become profitable in the last year, making it difficult to compare its past year earnings growth to the Healthcare industry (20.5%).
Return on Equity
High ROE: OMI's Return on Equity (12.4%) is considered low.
Next Steps
Financial Health
How is Owens & Minor's financial position?
Financial Position Analysis
Short Term Liabilities: OMI's short term assets ($2.1B) exceed its short term liabilities ($1.3B).
Long Term Liabilities: OMI's short term assets ($2.1B) exceed its long term liabilities ($1.3B).
Debt to Equity History and Analysis
Debt Level: OMI's debt to equity ratio (145%) is considered high.
Reducing Debt: OMI's debt to equity ratio has increased from 57.3% to 145% over the past 5 years.
Debt Coverage: OMI's debt is well covered by operating cash flow (32.9%).
Interest Coverage: OMI's interest payments on its debt are not well covered by EBIT (2.9x coverage).
Balance Sheet
Next Steps
Dividend
What is Owens & Minor current dividend yield, its reliability and sustainability?
0.03%
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: OMI's dividend (0.03%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.34%).
High Dividend: OMI's dividend (0.03%) is low compared to the top 25% of dividend payers in the US market (3.77%).
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?
2.0yrs
Average management tenure
CEO
Ed Pesicka (52 yo)
1.92yrs
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 ($USD4.98M).
Compensation vs Earnings: Insufficient data to compare Ed's compensation with company performance.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.92yrs | US$5.73m | 2.1% $ 52.5m | |
| Executive VP | 5.08yrs | US$1.58m | 0.38% $ 9.5m | |
| President of Global Products | 2.08yrs | US$1.84m | 0.43% $ 10.9m | |
| Executive VP & CFO | 1.25yrs | no data | 0.13% $ 3.2m | |
| Executive VP & Chief Operating Officer | 1.25yrs | no data | 0.14% $ 3.4m | |
| Senior VP | 2.67yrs | US$310.84k | 0.16% $ 3.9m | |
| Director of Finance & Investor Relations | no data | no data | no data | |
| Executive VP & Chief Human Resources Officer | 2.92yrs | no data | 0.22% $ 5.5m | |
| Executive VP & Chief Commercial Officer | 1.58yrs | no data | 0.13% $ 3.2m | |
| Senior VP & Chief Procurement Officer | 1.17yrs | no data | no data | |
| Senior VP & Corporate Treasurer | 2.75yrs | no data | 0.16% $ 4.1m | |
| Director of Media Relations | no data | no data | no data |
2.0yrs
Average Tenure
53yo
Average Age
Experienced Management: OMI's management team is considered experienced (2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.92yrs | US$5.73m | 2.1% $ 52.5m | |
| Chairman Emeritus | 7.83yrs | US$366.50k | no data | |
| Independent Director | 13.25yrs | US$1.44m | 0.40% $ 9.9m | |
| Independent Director | 15.83yrs | US$226.25k | 0.084% $ 2.1m | |
| Independent Director | 2.92yrs | US$233.75k | 0.11% $ 2.8m | |
| Independent Director | 1.17yrs | US$72.92k | 0.061% $ 1.5m | |
| Independent Director | 1.33yrs | US$122.40k | 0.029% $ 714.2k | |
| Independent Chairman | 0.42yr | US$156.25k | 0.031% $ 783.2k | |
| Independent Director | 0.92yr | no data | 0.028% $ 705.7k |
1.9yrs
Average Tenure
62yo
Average Age
Experienced Board: OMI's board of directors are not considered experienced ( 1.9 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: Insufficient data to determine if 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 16.9%.
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$2.500b
- Shares outstanding: 73.50m
- 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 | 2021/02/28 23:04 |
| End of Day Share Price | 2021/02/26 00:00 |
| Earnings | 2020/12/31 |
| Annual Earnings | 2020/12/31 |
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.