Omnicell Inc (OMCL)vsR1 RCM Inc (RCM)
OMCL
Omnicell Inc
$34.94
+1.39%
HEALTHCARE · Cap: $1.57B
RCM
R1 RCM Inc
$14.31
0.00%
HEALTHCARE · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
R1 RCM Inc generates 108% more annual revenue ($2.46B vs $1.18B). OMCL leads profitability with a 0.2% profit margin vs -2.5%. RCM appears more attractively valued with a PEG of 2.06. RCM earns a higher WallStSmart Score of 39/100 (F).
OMCL
Hold39
out of 100
Grade: F
RCM
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13907.4%
Fair Value
$0.27
Current Price
$34.94
$34.67 premium
Intrinsic value data unavailable for RCM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
2.3% revenue growth
Smaller company, higher risk/reward
ROE of 0.2% — below average capital efficiency
0.2% margin — thin
Expensive relative to growth rate
Operating margin of 3.8%
ROE of -2.2% — below average capital efficiency
Earnings declined 99.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : OMCL
The strongest argument for OMCL centers on Price/Book, Debt/Equity.
Bull Case : RCM
The strongest argument for RCM centers on Price/Book. Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : OMCL
The primary concerns for OMCL are Revenue Growth, Market Cap, Return on Equity. A P/E of 861.5x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Bear Case : RCM
The primary concerns for RCM are PEG Ratio, Operating Margin, Return on Equity.
Key Dynamics to Monitor
OMCL profiles as a value stock while RCM is a turnaround play — different risk/reward profiles.
RCM carries more volatility with a beta of 0.84 — expect wider price swings.
RCM is growing revenue faster at 14.7% — sustainability is the question.
RCM generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
OMCL scores higher overall (39/100 vs 39/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Omnicell Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Omnicell, Inc., provides medication management automation solutions and adherence tools for health care systems and pharmacies in the United States and internationally. The company is headquartered in Mountain View, California.
R1 RCM Inc
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
R1 RCM Inc (RCM) is a leading provider of technology-enabled revenue cycle management services, specializing in optimizing the financial performance of healthcare organizations. By leveraging advanced analytics and industry expertise, R1 RCM delivers comprehensive solutions that streamline patient billing processes and enhance operational efficiencies across a diverse portfolio of clients, including hospitals and outpatient facilities. The company's innovative approach not only improves revenue capture but also elevates the patient experience, positioning R1 RCM as a key player in the evolving healthcare landscape. With a robust growth strategy focused on expanding its service offerings and market reach, R1 RCM is poised to capitalize on the increasing demand for effective revenue cycle solutions in the healthcare sector.
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