NYSE:OMI

Stock Analysis Report

Executive Summary

Owens & Minor, Inc., together with its subsidiaries, operates as a healthcare solutions company in the United States and internationally.

Snowflake

Fundamentals

Fair value with moderate growth potential.

Risks

  • Owens & Minor has significant price volatility in the past 3 months.

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


Market Performance


7 Day Return

-0.2%

NYSE:OMI

-1.5%

US Healthcare

2.1%

US Market


1 Year Return

-71.0%

NYSE:OMI

-7.3%

US Healthcare

-0.04%

US Market

OMI underperformed the Healthcare industry which returned -5.6% over the past year.

OMI underperformed the Market in United States of America which returned 0.2% over the past year.


Share holder returns

OMIIndustryMarket
7 Day-0.2%-1.5%2.1%
30 Day91.3%-3.7%-3.2%
90 Day38.5%0.7%2.8%
1 Year-70.2%-71.0%-5.9%-7.3%2.2%-0.04%
3 Year-83.9%-85.6%28.5%23.2%41.5%32.3%
5 Year-83.4%-85.9%64.8%55.1%55.0%37.8%

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

Valuation

Is Owens & Minor undervalued based on future cash flows and its price relative to the stock market?

47%

Discount to future cash flow value


Intrinsic Value Based on Future Cash Flows

Owens & Minor's share price is below the future cash flow value, and at a moderate discount (> 20%).

Owens & Minor's share price is below the future cash flow value, and at a substantial discount (> 40%).


Price Based on Earnings

Owens & Minor is loss making, we can't compare its value to the US Healthcare industry average.

Owens & Minor is loss making, we can't compare the value of its earnings to the United States of America market.


Price Based on Expected Growth

Unable to calculate PEG ratio for Owens & Minor, we can't assess if its growth is good value.


Price Based on Value of Assets

Owens & Minor is good value based on assets compared to the US Healthcare industry average.


Next Steps

Future Growth

How is Owens & Minor expected to perform in the next 1 to 3 years based on estimates from 7 analysts?

122.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Owens & Minor's revenue is expected to grow by 0.3% yearly, however this is not considered high growth (20% yearly).

Owens & Minor's earnings are expected to grow significantly at over 20% yearly.

Owens & Minor's revenue growth is positive but not above the United States of America market average.

Owens & Minor's earnings growth is expected to exceed the United States of America market average.

Owens & Minor's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

Owens & Minor is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).


Next Steps

Past Performance

How has Owens & Minor performed over the past 5 years?

-60.0%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Owens & Minor does not make a profit and their year on year earnings growth rate was negative over the past 5 years.

Unable to compare Owens & Minor's 1-year earnings growth to the 5-year average as it is not currently profitable.

Unable to compare Owens & Minor's 1-year growth to the US Healthcare industry average as it is not currently profitable.


Return on Equity

It is difficult to establish if Owens & Minor has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.


Return on Assets

It is difficult to establish if Owens & Minor has efficiently used its assets last year compared to the US Healthcare industry average (Return on Assets) as it is loss-making.


Return on Capital Employed

It is difficult to establish if Owens & Minor improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.


Next Steps

Financial Health

How is Owens & Minor's financial position?


Financial Position Analysis

Owens & Minor is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

Owens & Minor's cash and other short term assets cover its long term commitments.


Debt to Equity History and Analysis

Owens & Minor's level of debt (338.2%) compared to net worth is high (greater than 40%).

The level of debt compared to net worth has increased over the past 5 years (21.8% vs 338.2% today).

Debt is not well covered by operating cash flow (5.9%, less than 20% of total debt).

Owens & Minor is making a loss, therefore interest payments are not well covered by earnings.


Balance Sheet

High level of physical assets or inventory.

Debt is covered by short term assets, assets are 1.5x debt.


Next Steps

Dividend

What is Owens & Minor's current dividend yield, its reliability and sustainability?

0.48%

Expected Dividend Yield


Upcoming Dividend Payment

Purchase Owens & Minor before the 'Buy Limit' to receive their next dividend payment.


Dividend Yield and Payments Analysis

Owens & Minor's pays a lower dividend yield than the bottom 25% of dividend payers in United States of America (1.49%).

Owens & Minor's dividend is below the markets top 25% of dividend payers in United States of America (3.84%).

Owens & Minor is not paying a notable dividend for United States of America, therefore no need to check if the payments are stable.

Owens & Minor is not paying a notable dividend for United States of America, therefore no need to check if the payments are increasing.


Current Payout to Shareholders

No need to calculate the sustainability of Owens & Minor's dividends as it is not paying a notable one for United States of America.


Future Payout to Shareholders

No need to calculate the sustainability of Owens & Minor's dividends in 3 years as they are not expected to pay a notable one for United States of America.


Next Steps

Management

What is the CEO of Owens & Minor's salary, the management and board of directors tenure and is there insider trading?

0.6yrs

Average management tenure


CEO

Ed Pesicka (51yo)

0.4yrs

Tenure

0

Mr. Edward A. Pesicka, also known as Ed, has been the Chief Executive Officer, President and Director of Owens & Minor, Inc. since March 4, 2019. Mr. Pesicka served as Chief Commercial Officer of Thermo Fi ...


Management Age and Tenure

0.6yrs

Average Tenure

51yo

Average Age

The average tenure for the Owens & Minor management team is less than 2 years, this suggests a new team.


Board Age and Tenure

3.5yrs

Average Tenure

66.5yo

Average Age

The tenure for the Owens & Minor board of directors is about average.


Insider Trading

No 3 month open market individual insider trading information.


Recent Insider Transactions

SellUS$185,61428 Aug 18
Charles Colpo
EntityIndividual
Shares11,000
Max PriceUS$16.87

Ownership Breakdown


Management Team

  • Chuck Graves

    Director of Finance & Investor Relations

    • Tenure: 0.0yrs
  • Ed Pesicka (51yo)

    President

    • Tenure: 0.4yrs
  • Jeff Jochims (51yo)

    Executive Vice President of Strategy & Solutions

    • Tenure: 0.3yrs
  • Robert Snead (42yo)

    Executive VP & CFO

    • Tenure: 1.2yrs
    • Compensation: US$1.02m
  • Nick Pace (48yo)

    Executive VP

    • Tenure: 3.6yrs
    • Compensation: US$1.75m
  • Mike Lowry (57yo)

    Senior VP

    • Tenure: 1.2yrs
    • Compensation: US$310.84k
  • Chris Lowery (55yo)

    President of Global Products

    • Tenure: 0.6yrs
    • Compensation: US$3.66m
  • Mark Zacur

    Senior VP & Chief Procurement Officer

    • Tenure: 0.1yrs
  • Joseph Pekala (48yo)

    Senior VP & Chief Information Officer

    • Tenure: 0.7yrs
  • Shana Neal (52yo)

    Senior VP & Chief Human Resources Officer and Communications

    • Tenure: 0.0yrs

Board Members

  • G. Minor (78yo)

    Chairman Emeritus

    • Tenure: 6.3yrs
    • Compensation: US$366.50k
  • Craig Smith (67yo)

    Chairman Emeritus

    • Tenure: 0.0yrs
    • Compensation: US$44.50k
  • Bob Sledd (66yo)

    Chairman

    • Tenure: 0.8yrs
    • Compensation: US$6.62m
  • Anne Whittemore (72yo)

    Lead Independent Director

    • Tenure: 5.6yrs
    • Compensation: US$281.00k
  • Eddie Moore (71yo)

    Independent Director

    • Tenure: 14.3yrs
    • Compensation: US$248.20k
  • Mark McGettrick (61yo)

    Independent Director

    • Tenure: 1.4yrs
    • Compensation: US$259.50k
  • Ed Pesicka (51yo)

    President

    • Tenure: 0.4yrs
  • Mark Beck (54yo)

    Independent Director

    • Tenure: 0.0yrs

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$303.458m
  • Shares outstanding: 62.96m
  • Website: https://www.owens-minor.com

Number of Employees


Location

  • Owens & Minor, Inc.
  • 9120 Lockwood Boulevard
  • Mechanicsville
  • Virginia
  • 23116
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
OMINYSE (New York Stock Exchange)YesCommon StockUSUSDDec 1972
6OMDB (Deutsche Boerse AG)YesCommon StockDEEURDec 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

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/08/22 23:41
End of Day Share Price2019/08/22 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


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.