OSI Systems vs Varex Imaging
OSIS and VREX side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How OSIS and VREX compare
OSI Systems is the larger company, worth 4.0 times as much as Varex Imaging ($3.0B against $762M).
On earnings, OSI Systems is cheaper: it trades at 20.7× trailing earnings, against 34.8× for Varex Imaging.
Varex Imaging grew revenue faster over the last twelve months (5.3% versus 2.9% for OSI Systems).
OSI Systems keeps more of each dollar of sales as profit, with a net margin of 8.8% compared with 2.6% at Varex Imaging.
OSI Systems scores higher on the StockData Score (15 against 7 for Varex Imaging), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | OSIS | VREX |
|---|---|---|
| Size and price | ||
| Market cap | $3.0B | $762M |
| Share price | $192.92 | $18.10 |
| Change, 1 year | −31.9% | 46.6% |
| Change, 5 years | 103% | −38.7% |
| Beta (5Y) | 1.08 | 1.13 |
| Employees | 7,806 | 400 |
| StockData Score | ||
| Total score | 15 (better) | 7 |
| Valuation score | 3 | 3 |
| Growth score | 3 (better) | 1 |
| Performance score | 5 (better) | 1 |
| Health score | 4 (better) | 2 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 20.7× (better) | 34.8× |
| P/S | 1.7× | 0.9× (better) |
| P/B | 3.9× | 1.5× (better) |
| EV/EBITDA | 14.3× | 14.2× (better) |
| P/FCF | 11.5× | – |
| PEG | 1.10 | – |
| FCF yield | 8.7% (better) | −2.7% |
| Fair value | $234.57 | $19.43 |
| Margin of safety | 17.8% (better) | 6.9% |
| Growth | ||
| Revenue growth (TTM) | 2.9% | 5.3% (better) |
| Revenue growth, 5Y average | 9.3% (better) | 2.7% |
| Net income growth (TTM) | 4.2% | – |
| EPS growth (TTM) | 5.7% | – |
| EPS growth, 5Y average | 17.3% | – |
| Profitability | ||
| Gross margin | 32.9% | 34.3% (better) |
| Operating margin | 12.2% (better) | 8.3% |
| Net margin | 8.8% (better) | 2.6% |
| FCF margin | 14.7% (better) | −2.3% |
| Return on equity | 18.4% (better) | 4.6% |
| Return on invested capital | 12.9% (better) | 8.3% |
| Financial health | ||
| Debt / equity | 1.28 | 0.70 (better) |
| Net debt / EBITDA | 2.67 (better) | 3.43 |
| Interest coverage | 9.9× (better) | 1.9× |
| Current ratio | 2.89 | 3.38 (better) |
| Altman Z-score | 3.04 (better) | 2.27 |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 121% | 96.2% |
| Held by insiders | 6.8% | 2.0% |
| Insider net buying, 12 months | −$10.8M | −$2.6M (better) |
| Short interest, % of float | 13.1% | 4.9% |
Go deeper
- OSIS stock overview
- OSIS income statement
- OSIS valuation and score
- VREX stock overview
- VREX income statement
- VREX valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.