+9%

est. 2Y upside i

Healthcare

Rank

#1852

Sector

Healthcare Technology

Est. Liquidity

~2Y

Data Quality

Data: Medium

The equity offers a modest expected upside of ~8.7% over two years, but the presence of a strong incumbent and recent cost-cutting signals caution.

Last updated: July 3, 2026

Bull (15%)+43%

Exit multiple expands to 6.0x from current 4.55x driven by a successful IPO window or leadership in medication automation, generating $2.74B exit value.

Base (45%)+19%

Exit multiple converges to 5.0x in line with comps, yielding $2.28B exit value, representing a 19.4% upside.

Bear (40%)-16%

Multiple compresses to 3.5x due to persistent competition from BD and slow growth, leading to $1.60B exit value, below current valuation.

Est. time to liquidity~2.0 years

Preference Stack Risk

moderate

Funding Intensity

1008%

Total preferred stock overhang is $192.5M, representing 10.1% of current valuation, posing moderate risk in downside scenarios.

Dilution Risk

low

Company is profitable with $420M ARR, reducing likelihood of dilutive financing in 2-year horizon.

Secondary Liquidity

active

Secondary market transactions exist with a current implied valuation of $1.91B as of July 2026, indicating some liquidity for employees.

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 do you plan to compete with Becton Dickinson's Pyxis system given their larger installed base?”

  • 2

    “What is the strategy to increase the recurring revenue share beyond hardware sales?”

  • 3

    “Given the company's late-stage and modest growth, what is the expected timeline for liquidity and what are the chances of an IPO or acquisition?”

Community

Valuation Sentiment

Our model estimates +9% upside. What do you think?

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