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OMCL

OMNICELL, INC.·Technology·Electronic Computers· 3,670

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© 2026 fffinstill. Powered by SEC filings & market data.

Not investment advice. Always do your own research.

Composite Profile Radar

7 category composites vs sector median benchmark (50)

Average Composite: 39.4/100

Final Composite Scores

Overall Health
19/100
Quality Focus
5/100
Safety
5/100
Capital Efficiency
5/100
Durability
33/100
Shareholder Value
5/100

Special Metrics

Rule of 40
21
Revenue CV
2.652

Composite Score Drilldown

Final composites blend multiple category scores with research-backed weights. Click any composite to see which categories drive the score.

Toggle above for category view

Overall Health

final composite · weighted average renormalized

19.0
Top: Growth Consistency (71p) Weak: Quality (0p)4 metrics unavailable
Weight
Metric
PercentileScore
Contrib
24%
Growth Consistency
71
16.9
40%
Cash Flow
5
2.1
36%
Quality
0
0.0
Weighted Total19.0 / 100

Fundamental Beta

1.13
Above Market
0.11.02.5
P73
percentile
+0.047
Earnings Vol
-0.052
Leverage
-0.017
Op. Leverage
+0.096
Size
+0.040
Dividend
-0.063
Growth
+0.021
Liquidity
+0.062
Cyclicality

Fundamental beta derived from 8 accounting-based risk factors (Beaver-Kettler-Scholes framework). β > 1 = riskier than market average. Positive contributions increase systematic risk exposure.

Composite Snapshot: OMCL


Retrospective: 3-Year Competitive Position

Moat Trajectory: ◆ MODERATE — Mixed

The competitive picture is nuanced. Durability (33/100) and growth consistency (71/100) give mixed signals about moat trajectory.

Capital Deployment:

Capital allocation is competent (returns: 50/100, profitability: 50/100). Management is generating adequate returns without exceptional value creation.

ROIC of 0.0% is below the sector benchmark of 10%, suggesting capital deployment challenges.


Current Snapshot: Fundamental Reality

Earnings Quality Deep Dive:

Earnings quality is excellent. OCF/NI of 1498% indicates cash generation exceeds reported earnings by 1398pp — the gold standard for earnings reliability. Accruals ratio of -2.3% is well-contained.

Piotroski F-Score of 4/9: Mixed — some fundamental concerns present.

Balance Sheet Reality:

The balance sheet is healthy. Leverage (composite: 50/100) and liquidity (50/100) are manageable, though there's room for improvement.

D/E of 0.00x is conservative, with interest expense not separately reported in recent filings.


Forward Outlook: Investment Thesis & Action

Investment Profile: TURNAROUND

Below-average health (19/100) but positive growth (6.9%) suggests potential turnaround in progress. Higher risk, position size accordingly.

Leading Indicators to Monitor:

  • ▼ Margin trend is negative (-0.4pp) — monitor for stabilization

Material Changes (Q-over-Q Analysis)

Comparing current quarter composite scores vs prior quarter, with year-over-year financial metrics.

New / Expanded Risks

No new risks detected this quarter

Improvements

No material improvements this quarter

YoY Changes

Revenue
$311M
→ 10.0%
Gross Margin
43.3%
→ +0.0pp
Operating Margin
2.6%
→ +0.3pp
Net Margin
1.8%
↓ -1.3pp
ROIC
2.1%
→ +0.4pp
Debt/Equity
0.00x
→ +0.00x
Current Ratio
1.44x
→ +0.39x
OCF/NI
517.5%
↑ +253.9pp
FCF Margin
6.0%
↑ +1.0pp

Activity by Insider

No buy/sell activity (180d)