Added to YB: 2025-08-19
Pitch date: 2025-08-15
OMI [bullish]
Accendra Health, Inc.
-56.49%
current return
Author Info
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Company Info
Accendra Health, Inc., together with its subsidiaries, operates as a healthcare solutions company worldwide.
Market Cap
$173.1M
Pitch Price
$5.70
Price Target
29.67 (+1096%)
Dividend
N/A
EV/EBITDA
3.48
P/E
-0.39
EV/Sales
0.22
Sector
Health Care Providers and Services
Category
turnaround
Owens & Minor | The 140-Year-Old Healthcare Giant With 4x+ Upside
OMI: Divesting low-margin hospital supply biz to focus on Patient Direct segment (chronic care supplies, 9.7% op margin vs 2% co-wide). Strong underlying FCF (~$70M Q2) despite one-offs, trades <2x annualized FCF. Post-divestiture: debt cut from $1.9B to $752M-1.14B, 4% rev growth, 9.5% margin by 2027. PT $29.67 (5.3x upside). Risks: stranded costs, divestiture delays.
Read full article (6 min)