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- HMO, currently about same market cap as OXHP (about $750 million) - about 3 times the number of OXHP subscribers (about 6 million) - current P/E about 7, vs average of 16 for the industry and 27.5 for the S&P500 - currently sells for about 20% discount to book, vs industry average 100% premium to the book and 600% average premium for the S&P 500 - price to sales is just 10% vs 100% average for the industry and 340% average for the S&P 500 - price to cash flow is about 6, industry average 14.5, S&P 500 at 19.5 -also happens to be one of the most shorted stocks on the NYSE - First Call currently projects earnings of $1.10 for 98' $1.57 for 99' and $2.00 for 2000. That is projected 35% growth of earnings. - 5 year Revenue growth rate is in excess of 36%, with the industry averaging 16% and 13.5% for the S&P 500 ( currently annual revenues exceed $7 billion) Plenty of room to expand in the North East - they are just finishing up consolidating all their recent acquisitions in the region and should start benefiting from the economies of scale and cross selling soon. Plenty of room to improve the margins - currently showing just 1.5% net margin, within the industry where the norm is 6-8% and the best showing net margins in the hi teens. Recent dramatic sellof sent the stock to 3 times below the all time low - the IPO price of around $18.5 reached in November 1991. If the current price ( around $7 ) is still too rich, what is the market waiting for - till the P/E goes to 3 or 1; or till it starts selling for 50 cents on a dollar of book value ? I am not sure I understand the logic behind the current valuation. Does anyone have any information that will help to justify current valuation of this stock by the market? | ||||||||||||
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