3 models fit Omnicell Inc. Common Stock ($0.001 par value) and they disagree: 1 of 3 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Silver66
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
ACCE opinionOmnicell Inc. Common Stock ($0.001 par value) (OMCL)
Fair value (3 models)
$37.07
ACCE price target
$38.00
Rating
Fairly valued
Horizon
12 months
Fair value published on 18 Oct 2026, 00:00 CEST; previously $38.01 since 14 Oct 2026, 00:00 CEST.
ACCE price target published on 12 Oct 2026, 00:00 CEST.
Price used: $37.75 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
1.8% above
-1.8% to fair value
ACCE score
59
out of 100
Analysts
88% buy
8 covering
P/E
44.9x
forward 18.4x
1-year return
+22.2%
Dividend yield
0.00%
Omnicell Inc. Common Stock ($0.001 par value) in four questions
Plain answers, details below
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Overview
ACCE thesis
Omnicell sells medication dispensing automation cabinets, IV compounding robots and the analytics software that runs them, mostly into hospital pharmacies. Its moat is installed base: once a hospital has its medication workflow built around Omnicell cabinets and software, switching is expensive and disruptive, which supports recurring service and software revenue. Revenue growth of 7.5% and a 44.0% gross margin look reasonable for the category, but a 5.9% operating margin and a 3.1% ROE show the economics are still thin, so the margin trajectory is the key thing to test. At 42.8 times trailing earnings and 29.5 times forward, the market is pricing in meaningful earnings recovery, so the question for a deeper look is whether operating leverage on the software and services mix can close that gap. The name scores 59 out of 100 and sits outside major indices, which may keep coverage and mispricing opportunities thinner than for larger healthcare IT peers.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
moderate
Thin insider ownership and selling
Insiders hold 2.1% of shares and disclosed $0.51M of sales against $0.00M of buys across the last 10 filings, with no open-market purchases.
moderate
Elevated short interest
Short interest stands at 9.7% of shares, which signals sustained bearish positioning and could add volatility.
moderate
Sluggish quarter-on-quarter revenue
Revenue fell 1.3% QoQ even though annual growth is 7.5%, and the 5-year revenue CAGR of 5.8% is modest for a stock at a P/E of 42.1.
AI research notes
AI-assisted·How I use AIWritten Oct 19, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analysts are strongly positive, with 88% (7 of 8) rating the stock Buy or Strong Buy.
Free cash flow over the last 12 months reached $87M, and the free cash flow yield stands at 5.4%.
Earnings beat expectations badly, with EPS of 0.70 against 0.31 expected, a surprise of +125.8%.
Why it could disappoint
Return on invested capital is only 0.1%, and net margin is 3.1%, so the business earns very little on the capital it uses.
The stock trades at a trailing P/E of 42.1x against a forward P/E of 17.2x, against a sector median forward P/E of 23.9x, so earnings must grow sharply to justify the multiple.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 29, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where OMCL's valuation models land
Price
$37.75
Model fair value
$37.07
Model range
$23.85 to $54.33
Fair value $37.07
Price $37.75
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores