OMI
Owens & Minor, Inc. (OMI) 10Y Growth Potential Analysis (2026)
Revenue Growth Drivers
Revenue growth capacity is constrained by the absence of disclosed multi-year CAGR evidence, while peers with clearer historical compounding profiles can better demonstrate repeatable expansion.
Low capex intensity at 4.9% of revenue supports some reinvestment flexibility, but peers with stronger cash generation can usually scale faster and more consistently.
The company’s very low EV-to-sales multiple suggests limited market confidence in durable growth, whereas stronger peers often command higher multiples for proven expansion visibility.
Negative TTM return on invested capital indicates current capital deployment is not yet translating into growth-efficient reinvestment, unlike peers with positive returns that can compound faster.
Market Tailwinds
No segment concentration or end-market data is provided, limiting evidence that the company benefits from stronger structural demand tailwinds than direct peers.
The business appears to operate without a clearly documented secular growth catalyst, while higher-growth peers typically show identifiable demand expansion drivers in filings.
Negative free cash flow yield and negative interest coverage imply weaker internal funding support for growth, reducing the ability to outpace better-capitalized peers.
Without disclosed market-share gains or category expansion evidence, long-term demand capture remains less visible than for peers with proven share-building trajectories.
Scalability Expansion
Capex-to-revenue near 5% suggests an asset-light profile that can scale more efficiently than capital-intensive peers if demand improves.
However, the 99.6-day cash conversion cycle indicates working-capital drag, which can slow expansion relative to peers with faster cash recycling.
Net debt to EBITDA of 0.34x leaves some balance-sheet room for reinvestment, but peers with stronger earnings quality can deploy capital more productively.
The lack of R&D spending data and missing multi-year growth metrics makes scalable product or service expansion harder to verify versus peers.
Constraints Limitations
Negative TTM return on invested capital is the clearest structural constraint, because it signals current growth investment is not producing durable value creation versus peers.
Negative interest coverage suggests limited earnings support for expansion, which can cap reinvestment capacity more than stronger peer balance sheets.
A long cash conversion cycle ties up operating capital, reducing flexibility to fund growth at the pace of peers with tighter working-capital management.
Missing historical CAGR and segment data create visibility constraints, making it harder to evidence sustained compounding relative to peers with clearer operating disclosure.
Overall Score
OMI shows some reinvestment flexibility and modest balance-sheet capacity, but negative returns on capital and weak cash-generation evidence limit long-term compounding versus peers.
Score Driver: Negative Roic
Sources
- Company filings (10-K, 10-Q, investor presentations)
- Financial and market data providers
- Public news and industry information
🔒 Go Beyond This Framework
This is one of 10 institutional-grade frameworks Invetso runs on Owens & Minor, Inc.. Unlock the complete analysis — SWOT, Economic Moat, Porter’s Five Forces, Management, PESTLE and the Invetso Quality Score.

