+17%

est. 2Y upside i

Healthcare

Rank

#3042

Sector

Health technology

Est. Liquidity

~2Y

Data Quality

Data: High

Omnicell is a profitable public company (NASDAQ: OMCL) trading at a cheap 1.65x revenue with RSUs offering full public-market liquidity — no preference stack overhang, no lockup beyond standard trading windows, and first vesting typically within 12 months.

Last updated: May 5, 2026

Bull (25%)+75%

EBITDA margin expansion sustains beyond its 89% Q1 2026 surge, revenue reaccelerates toward ~12% as the cloud AdvancedServices platform wins net-new accounts from BD Pyxis, and the multiple re-rates from 1.65x to ~2.85x revenue, pushing market cap from $1.95B to ~$3.4B. Hospital capex budgets recover materially and the SaaS mix inflection earns a durable premium valuation.

Base (37%)+20%

Revenue grows at 7–9% annually through 2027, reaching ~$1.3B, while continued cost discipline holds the multiple near 1.85x revenue, lifting market cap to ~$2.35B for a ~20% gain. Operating leverage from the recurring revenue transition offsets modest pricing pressure from BD and Oracle Health but does not catalyze a full re-rating.

Bear (38%)-25%

Hospital capital budget constraints and BD Pyxis competitive pressure hold revenue growth to 3–5%, and the market assigns a ~1.2x revenue multiple, compressing market cap to ~$1.46B — a ~25% loss from current $1.95B. Debt service obligations further limit financial flexibility during any demand downturn, pressuring the stock disproportionately.

Est. time to liquidity~2.0 years

Preference Stack Risk

low

Funding Intensity

1%

Omnicell is publicly traded (NASDAQ: OMCL) with only ~$20M in total disclosed funding against a $1.95B market cap (~1.0% funding intensity); RSUs vest directly into common shares with no liquidation preference stack.

Dilution Risk

low

As a mature public company, annual dilution from stock-based compensation is typically 1–3% of shares outstanding, with buyback activity potentially offsetting a portion over the 2-year horizon.

Secondary Liquidity

active

Shares trade actively on NASDAQ with full market liquidity; RSUs convert to immediately sellable shares upon vesting, subject only to standard insider trading window restrictions.

View all 7 open roles at Omnicell →

Last updated: May 18, 2026

Questions to Ask at the Interview

Strategic questions based on Omnicell's data — designed to show you've done your homework.

  • 1

    “How is Omnicell's AdvancedServices cloud platform architecturally differentiated from BD Pyxis, and what is your current win rate in competitive head-to-head displacements?”

  • 2

    “What is the current split between recurring revenue (SaaS, services) and one-time hardware revenue, and what is the 3-year target for recurring as a percentage of total given the $1.185B base?”

  • 3

    “Given OMCL stock is roughly 70–80% below its 2021 peak, does the board have a formal capital allocation framework — buybacks, accelerated debt paydown — and how does RSU grant pricing account for current vs. normalized valuation levels?”

Community

Valuation Sentiment

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.