Quality Investor

Omnicell, Inc.

Rank #268Value

OMCL · Nasdaq · Healthcare

Omnicell, Inc. (OMCL) — Rank #268 by gross profitability (GP/assets 0.25) · ROE 0.2% · Piotroski F-Score N/A.

As-of 2026-09-28 · CIK 0000926326 · all metrics point-in-time as of the filing date.

About

Omnicell, Inc., together with its subsidiaries, provides healthcare technology in the United States and internationally.

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It offers hospital and health systems solutions, such as points of care for clinician workflows in patient care areas of the healthcare system; Titan XT, an automated dispensing system; XTExtend, a console swap for its XT cabinets; and Central Pharmacy Dispensing Service for the medication dispensing process. The company also provides Central Med Automation Service for medication dispensing; IV Compounding Service, an in-house compounding system; specialty pharmacy services, including turnkey solution to help health systems establish, manage, and optimize an entity-owned specialty pharmacy; EnlivenHealth platform to digitally enable retail and community pharmacies; medication adherence solutions comprising consumables and medication packaging systems; and technology implementation, customer education and training, program management, and related offerings to professional services. In addition, it offers post-installation support and maintenance via phone and/or web, on-site service, parts, and access to software upgrades; software and hardware products for full traceability of medicines and medical supplies throughout the healthcare system; OmniSphere, a cloud-based platform. The company was formerly known as Omnicell Technologies, Inc. and changed its name to Omnicell, Inc. in 2001. Omnicell, Inc.

was incorporated in 1992 and is headquartered in Fort Worth, Texas.

Industry
Health Information Services
Sector
Healthcare
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
December 31

Company Snapshot

P/E and dividend yield are the primary valuation lenses for mature businesses.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

3,485

Industry

Health Information Services

Exchange

Nasdaq

Signal Flags

4 green1 yellow
Revenue growth acceleratingGrowth rate increasing year over year
Operating leverage expandingOperating income growing faster than revenue
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 1-quarter streak
Disclosure regressionA previously-disclosed line item is no longer reported — worth checking the filing for why

Quality Profile

Profitability

1/1 pass
GP / assets
0.25
Return on equity
0.2%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.55
Current ratio
1.64×
Net cash
$292.17M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
3.8%

Growth

2/2 pass
Revenue growth
6.5%
Piotroski F-Score
N/A
Share dilution
0.2%

Terry Smith quality gate

Passes 1/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).

Profitability

Gross profitability (GP / assets)

0.25

Primary signal (Novy-Marx).

58th pctl of 27 SIC 35 peers

Return on equity

0.2%

Gross margin

42.5%

46th pctl of 27 SIC 35 peers

Revenue growth (YoY)

6.5%

RPO growth (YoY)

-1.1%

Remaining performance obligations growth — RPO > revenue = forward demand building.

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

-2.9%

Revenue CAGR (5Y)

5.8%

Earnings CAGR (3Y)

-28.6%

FCF CAGR (3Y)

42.2%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.55

81st pctl of 27 SIC 35 peers (best = lowest)

Current ratio

1.64×

27th pctl of 27 SIC 35 peers

Quick ratio

1.16×

Net cash

$292.17M

Cash & equivalents minus total debt.

Recession resistance

Revenue through recessions

Worst single-year YoY revenue decline, 17 years of history

Moderate
2008-2009 (GFC)
N/AN/A
2020 (COVID)
-0.5%Mild decline
Worst year on record(any fiscal year, not recession-limited)
-11.5%Significant decline

Cash-flow health

Free cash flow

$86.89M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

41.34

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

3.8%

Stock-based comp intensity.

Piotroski F-Score

F-Score

N/A

Only 8/9 components determinable.

Lifecycle Phase History

20202025
Value
Hypergrowth
Capital Return
Decline