Added to YB: 2024-08-01
Pitch date: 2024-07-31
OMDA.OL [bullish]
Omda AS
+9.3%
current return
Author Info
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Company Info
Omda AS provides software solutions for the healthcare and emergency response sector in Norway, Sweden, Denmark, Finland, and internationally.
Market Cap
NOK 920.8M
Pitch Price
NOK 43.00
Price Target
N/A
Dividend
1.05%
EV/EBITDA
25.07
P/E
-36.05
EV/Sales
2.95
Sector
Health Care Technology
Category
value
OMDA AS: Pursuing Quality in European Healthcare Software
OMDA.OL: Nordic healthcare software leader, 500+ customers, 27 countries. 14% recurring rev growth. 8x 2024E EBITDA at 25% margin. Bull case: EBITDA margin improvement to 30%, accretive M&A. Bear case: 15% EBITDA margin, no M&A. High insider ownership. Constellation Software-inspired model. Long-term tailwinds: aging population, digitalization, EU MDR. Key risks: M&A execution, margin improvement.
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