OMCL
Omnicell, Inc.
OMCL has the edge over UNH overall, supported by stronger valuation and stronger fundamentals.
UNH
UnitedHealth Group Incorporated
UNH has lower modeled downside risk, despite its lower overall score.
OMCL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
OMCL's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
UNH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Healthy |
UNH's cash flow and balance sheet are currently healthy, and its revenue and profitability are stable.
OMCL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $34.95 | — |
| Current | 36x | $34.95 | — |
| Cheap | 52x | $49.71 | +42% |
| Fair | 79x | $75.94 | +117% |
| Expensive | 153x | $147 | +320% |
Historical ranges are pointers, not guarantees.
OMCL has the edge over UNH in the historical PE scenario, which offers more potential upside but is not a forecast.
UNH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $405 | — |
| Cheap | 19x | $325 | -20% |
| Fair | 23x | $410 | +1.2% |
| Current | 23x | $405 | — |
| Expensive | 30x | $526 | +30% |
Historical ranges are pointers, not guarantees.
UNH's PE is in its fair range at 23x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
OMCL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect OMCL's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
UNH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Moderate | |
| Low |
Analysts expect UNH's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
OMCL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.92 | +100% |
| Q3 2026 | $0.96 | +123% |
| Q2 2026 | $0.84 | +68% |
| Q1 2026 | $0.44 | -4.3% |
| Q4 2025 | $0.04 | -85% |
| Q3 2025 | $0.43 | +$0.82 |
| Q2 2025 | $0.50 | +$0.96 |
| Q1 2025 | $0.46 | +$0.92 |
| Q4 2024 | $0.27 | +$0.72 |
OMCL has the edge over UNH on earnings, with more consistent year-over-year improvement.
UNH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $22.65 | +29% |
| Q3 2026 | $17.55 | -8.5% |
| Q2 2026 | $15.58 | -33% |
| Q1 2026 | $13.28 | -44% |
| Q4 2025 | $13.23 | -15% |
| Q3 2025 | $19.17 | +25% |
| Q2 2025 | $23.09 | +53% |
| Q1 2025 | $23.89 | +46% |
| Q4 2024 | $15.51 | -35% |
UNH's earnings per share have fallen from their peak: $17.55 over the past year, against $23.89 in early 2025.
OMCL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $307.9M | -0.9% |
| Q2 2026 | $312.2M | +7.4% |
| Q1 2026 | $309.9M | +15% |
| Q4 2025 | $314M | +2.3% |
| Q3 2025 | $310.6M | +10% |
| Q2 2025 | $290.6M | +5% |
| Q1 2025 | $269.7M | +9.6% |
| Q4 2024 | $306.9M | +19% |
OMCL has the edge over UNH on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.8% | +2.2 points |
| Q2 2026 | 10% | +7.6 points |
| Q1 2026 | 5.4% | +9.8 points |
| Q4 2025 | 0.1% | -3.9 points |
| Q3 2025 | 2.6% | +0.3 points |
| Q2 2025 | 2.8% | +1.6 points |
| Q1 2025 | -4.3% | +4.6 points |
| Q4 2024 | 4% | +13 points |
OMCL's operating margin was 4.8% last quarter, up 2.2 points from the same quarter a year ago.
UNH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $112.7B | -0.4% |
| Q2 2026 | $112B | +0.4% |
| Q1 2026 | $111.7B | +2% |
| Q4 2025 | $113.2B | +12% |
| Q3 2025 | $113.2B | +12% |
| Q2 2025 | $111.6B | +13% |
| Q1 2025 | $109.6B | +9.8% |
| Q4 2024 | $100.8B | +6.8% |
UNH's revenue has held roughly level: $113B last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.8% | +2 points |
| Q2 2026 | 7.1% | +2.5 points |
| Q1 2026 | 8.1% | -0.3 points |
| Q4 2025 | 0.3% | -7.4 points |
| Q3 2025 | 3.8% | -4.8 points |
| Q2 2025 | 4.6% | -3.4 points |
| Q1 2025 | 8.3% | +0.4 points |
| Q4 2024 | 7.7% | -0.4 points |
UNH has the edge over OMCL on profitability, with a higher operating margin.
OMCL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.7M | +17% |
| Q2 2026 | $59.4M | +92% |
| Q1 2026 | $42.1M | +185% |
| Q4 2025 | $22.6M | -52% |
| Q3 2025 | $18.5M | +33% |
| Q2 2025 | $31M | -37% |
| Q1 2025 | $14.8M | -64% |
| Q4 2024 | $47.2M | +61% |
OMCL still generates free cash flow, though less than at its 2020 peak: $146M over the past year.
UNH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.3B | -16% |
| Q2 2026 | $10.3B | +63% |
| Q1 2026 | $8.1B | +79% |
| Q4 2025 | $160M | -89% |
| Q3 2025 | $5.1B | -61% |
| Q2 2025 | $6.3B | +6.9% |
| Q1 2025 | $4.6B | +1037% |
| Q4 2024 | $1.5B | +$7.6B |
UNH still generates free cash flow, though less than at its 2022 peak: $22.8B over the past year.
OMCL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +164K shares |
| 1 year | +1.2% | +566K shares |
| 3 years | +1.9% | +871K shares |
| 5 years | -3.9% | -1.9M shares |
| Available history | +8.2% | +3.5M shares |
OMCL has 46M diluted shares, up 1.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $61.9M |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
UNH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -4M shares |
| 1 year | -0.7% | -6M shares |
| 3 years | -3.6% | -34M shares |
| 5 years | -5.5% | -53M shares |
| Available history | -6.6% | -64M shares |
UNH has the edge over OMCL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3.4B |
| Q2 2026 | $1.6B |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $2.5B |
| Q1 2025 | $3B |
| Q4 2024 | $5B |
UNH spent $5B buying back its own shares over the past year, down 52% from the year before.
OMCL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.0x | Net Cash |
| Q2 2026 | -0.9x | Net Cash |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.1x | Net Cash |
| Q2 2025 | -0.6x | Net Cash |
| Q1 2025 | -0.5x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
OMCL has the edge over UNH on leverage, with a lower net debt burden relative to earnings.
UNH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.7x | Healthy |
| Q2 2026 | 1.7x | Healthy |
| Q1 2026 | 2.2x | Moderate |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.5x | Healthy |
| Q1 2025 | 1.3x | Healthy |
| Q4 2024 | 1.4x | Healthy |
UNH's net debt is about 1.7 years of its operating earnings (EBITDA), about the same as a year ago.
OMCL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.4 | Neutral |
| Stochastic | 46.9 | Neutral |
OMCL's weekly RSI is 45 (neutral) and its Stochastic is 47 (neutral).
UNH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.4 | Neutral |
| Stochastic | 60.0 | Neutral |
UNH's weekly RSI is 56 (neutral) and its Stochastic is 60 (neutral).
OMCL PE vs Healthcare Sector
| Metric | OMCL | Sector median | Relative |
|---|---|---|---|
| PE | 36x | 26x | 41% above |
| PE % | 0 | 29 | 29 pts below |
OMCL is trading at 36x earnings, a 41% premium to the Healthcare sector's median of 26x.
UNH PE vs Healthcare Sector
| Metric | UNH | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 26x | 11% below |
| PE % | 47 | 29 | 18 pts above |
UNH has the edge over OMCL on valuation relative to its sector.
OMCL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $35.7 | 2% below |
| 20 week MA | $36.9 | 5.2% below |
| 50 week MA | $39.6 | 12% below |
| 100 week MA | $36.7 | 4.7% below |
| 200 week MA | $40.9 | 15% below |
OMCL is in a downtrend: it's below all five of its weekly moving averages, and 15% below its 200-week average.
UNH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $394.2 | 2.8% above |
| 20 week MA | $400.5 | 1.2% above |
| 50 week MA | $361.2 | 12% above |
| 100 week MA | $376.0 | 7.8% above |
| 200 week MA | $446.6 | 9.3% below |
UNH has the edge over OMCL on trend strength, trading above more of its moving averages.
OMCL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $82.5 | $118.2 | +43% |
| 2021 | $118.2 | $175.7 | +49% |
| 2022 | $175.7 | $48.4 | -72% |
| 2023 | $48.4 | $37.6 | -22% |
| 2024 | $37.6 | $44.1 | +17% |
| 2025 | $44.1 | $46.4 | +5.3% |
| 2026 YTD | $46.4 | $35.0 | -25% |
OMCL has finished higher in four of the last six years. It's down 25% so far in 2026.
UNH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $296.0 | $340.8 | +15% |
| 2021 | $340.8 | $495.4 | +45% |
| 2022 | $495.4 | $531.3 | +7.3% |
| 2023 | $531.3 | $526.5 | -0.9% |
| 2024 | $526.5 | $510.0 | -3.1% |
| 2025 | $510.0 | $331.8 | -35% |
| 2026 YTD | $331.8 | $405.1 | +22% |
UNH has the edge over OMCL on returns for 2026, with the stronger performance.