BLCO vs OMCL Stock Comparison: AI Score, Valuation, Performance and Upside
BLCO (Bausch + Lomb) and OMCL (Omnicell) are both healthcare product companies addressing important clinical needs — Bausch + Lomb provides comprehensive eye care products spanning contact lenses, ophthalmology pharmaceuticals, and surgical equipment, while Omnicell provides pharmacy automation (automated dispensing cabinets) and medication management software for hospitals. Both face specific dynamics: BLCO navigates parent company financial complexity; OMCL navigates hospital capital cycle sensitivity.
BLCO vs OMCL is diversified eye care product portfolio with parent company overhang (Bausch + Lomb's contact lenses, ophthalmic pharma, and surgical products generating steady revenue while Bausch Health's debt creates BLCO shareholder uncertainty) versus hospital pharmacy automation leader with SaaS transition (Omnicell's automated dispensing cabinets installed in thousands of hospitals creating sticky replacement cycles while transitioning to recurring software subscription revenue) — eye care portfolio with parent overhang versus pharmacy automation with SaaS evolution.
OMCL holds the edge across 3 of 5 key metrics in this comparison. OMCL has delivered stronger 1-year price return (+38.13% vs +28.74%), though BLCO trades at the lower forward P/E (13.82x vs 17.79x). Analyst consensus implies meaningfully more upside for OMCL (+56.94%) than for BLCO (+20.21%).
- →Want exposure to global eye care market growth across contact lenses, ophthalmology surgery, and ophthalmic pharmaceuticals in a comprehensive platform serving the full continuum of eye care
- →Believe Bausch Health's eventual full divestiture of BLCO stake will remove the parent company overhang and allow BLCO to trade at a standalone eye care company valuation
- →Value Lumify's consumer pharmacy growth and surgical IOL market participation as adding higher-margin revenue to the contact lens business
- →Want hospital automation technology with sticky installed base characteristics — Omnicell's ADC deployments create long-term replacement relationships with hospital system clients
- →Value Omnicell's SaaS transition as creating more predictable recurring subscription revenue that should improve valuation multiples as recurring revenue grows as a percentage of total
- →Believe hospital capital spending will recover from the post-COVID financial pressure period, driving ADC upgrade cycles and new hospital system installations
| Metric | BLCO | OMCL |
|---|---|---|
| AI score | 23.8 | 34.6 |
| AI rank | #3395 | #1694 |
| Latest close | $14.87 | $39.05 |
| 1M return | -8.21% | -10.89% |
| 6M return | -11.91% | -14.72% |
| 1Y return | +28.74% | +38.13% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BLCO | OMCL |
|---|---|---|
| 1Y ago | $12.87K (+28.7%) started 2025-06-18 | $13.81K (+38.1%) started 2025-06-18 |
| 5Y ago | $7.43K (-25.7%) started 2022-05-06 | $2.72K (-72.8%) started 2021-06-18 |
| 10Y ago | $7.43K (-25.7%) started 2022-05-06 | $11.72K (+17.2%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | BLCO | OMCL |
|---|---|---|
| Market cap | $5.3B | $1.78B |
| Trailing P/E | N/A | 88.75 |
| Forward P/E | 13.82 | 17.79 |
| Price/Sales | 1.02 | 1.45 |
| EV/Revenue | 1.96 | 1.45 |
| Analyst target | $17.88 | $61.29 |
| Target upside | +20.21% | +56.94% |
| Metric | BLCO | OMCL |
|---|---|---|
| Revenue growth | 9.40% | 14.90% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | +4.58% | +9.19% |
| Operating margin | N/A | N/A |
| Profit margin | -4.21% | 1.67% |
| ROIC proxy | -3.28% | 1.63% |
| Return on equity | -3.28% | 1.63% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 0.57 | 0.96 |
| Debt/equity | 78.58 | 16.09 |
| Current ratio | 1.52 | 1.50 |
| Quick ratio | 0.76 | 1.04 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BLCO | OMCL |
|---|---|---|---|
| 1Y | Growth | +28.74% | +38.13% |
| CAGR | +28.77% | +38.16% | |
| Sharpe ratio | 0.83 | 0.82 | |
| Max drawdown | 20.11% | 37.05% | |
| Max daily drop | 6.42% | 16.30% | |
| Max wkly drop | 11.93% | 25.05% | |
| 5Y | Growth | -25.65% | -72.82% |
| CAGR | -6.94% | -22.94% | |
| Sharpe ratio | -0.10 | -0.36 | |
| Max drawdown | 48.07% | 86.59% | |
| Max daily drop | 15.74% | 34.52% | |
| Max wkly drop | 21.99% | 36.66% | |
| 10Y | Growth | -25.65% | +17.20% |
| CAGR | -6.94% | +1.60% | |
| Sharpe ratio | -0.10 | 0.15 | |
| Max drawdown | 48.07% | 86.59% | |
| Max daily drop | 15.74% | 34.52% | |
| Max wkly drop | 21.99% | 36.66% |
| Category | BLCO | OMCL |
|---|---|---|
| Company | Bausch + Lomb Corporation | Omnicell, Inc. |
| Sector | Healthcare - Eye Care Products & Devices | Technology - Healthcare Automation |
| Industry | N/A | N/A |
| Core business | Bausch + Lomb is a global eye care company providing contact lenses, ophthalmic surgical instruments and devices, and ophthalmic pharmaceuticals. BLCO's portfolio spans: Vision Care (contact lenses — Biotrue ONEday, PureVision, Ultra), Ophthalmic Pharmaceuticals (Lumify eye drops, Vyzulta glaucoma drops, branded and generic ophthalmic drugs), and Surgical (intraocular lenses, cataract surgery equipment, eye care surgery products). Bausch + Lomb was separated from its parent Bausch Health Companies (BHC) via IPO in 2022 and BHC retains a majority stake. | Omnicell provides medication management automation for healthcare systems — primarily automated dispensing cabinets (ADCs) placed in hospital nursing units and pharmacies that dispense medications to nurses for specific patients, reducing medication errors and improving medication security. Omnicell also provides pharmacy automation robots (XR2 automated dispensing for central pharmacies), IV compounding automation (IVX Station), specialty pharmacy software, and connected intelligence analytics. Omnicell serves hospitals, health systems, and retail pharmacies. |
| Investor focus | Investors track BLCO's organic revenue growth across Vision Care, Pharmaceuticals, and Surgical segments, contact lens market share versus Johnson & Johnson Vision, Alcon, and CooperVision, new product launches, and eventual full separation from parent Bausch Health Companies. | Investors track Omnicell's recurring subscription and service revenue (XT Series ADC software subscriptions, Advanced Services SaaS offerings), new hospital system customer wins, the XT Series ADC installed base conversion, and operating margin improvement from the business model transition toward higher recurring revenue. |
- →Diversified eye care platform across contact lenses, surgery, and pharma — BLCO's three-segment diversification provides revenue resilience; if contact lens pricing is under pressure, surgical or pharmaceutical segments may offset; breadth across the eye care continuum creates cross-selling opportunities
- →Contact lens franchise with premium daily disposable lenses — Biotrue ONEday and Ultra lenses compete in the premium daily disposable segment; premium lenses drive higher ASP and margin versus conventional/frequent replacement lenses
- →Lumify (brimonidine) eye redness relief with unique whitening mechanism — Lumify is an OTC eye drop that reduces redness through a differentiated mechanism (alpha-2 receptor agonist vs. traditional vasoconstrictors); Lumify generates strong consumer demand with better tolerability versus conventional redness drops
- →Market leadership in hospital automated dispensing cabinets — Omnicell (and BD/CareFusion as the other major player) dominate hospital ADC installations; hospitals make large capital commitments to ADC deployments that create 10+ year replacement cycles and high switching costs
- →Medication management error reduction creates computable ROI — automated dispensing reduces medication errors (potentially fatal in acute care); hospital systems can calculate error reduction value justifying Omnicell's capital investment; regulatory pressure on medication safety supports ADC adoption
- →Transition to connected intelligence and SaaS model — Omnicell's Advanced Services initiative transitions from one-time hardware sales toward recurring subscription software subscriptions; higher recurring revenue improves visibility and valuation
- →Parent company Bausch Health's debt creates overhang — Bausch Health Companies (BLCO's majority shareholder) carries substantial debt; BHC's financial situation and timeline for selling its BLCO stake creates shareholder uncertainty and potential secondary offering pressure
- →Competitive contact lens market with large competitors — Johnson & Johnson Vision, Alcon, CooperVision, and BLCO compete intensely in contact lenses; pricing pressure and the shift to daily disposables requires continuous product innovation
- →Integration complexity from legacy product portfolio — Bausch + Lomb has hundreds of products across dozens of countries; managing this complexity while maintaining product quality and regulatory compliance is operationally demanding
- →Hospital capital budget constraints slow ADC upgrades and expansions — hospitals under financial pressure defer capital equipment purchases; ADC purchase cycles slow in hospital financial downturns; this creates lumpy, cyclical ADC capital revenue
- →XT Series transition from older XT Series ADCs requires capital commitment — while upgrading to next-generation ADCs improves functionality, hospitals must evaluate the capital cost; slow upgrade velocity delays Omnicell's installed base modernization
- →BD (Becton Dickinson) competition in ADC market — BD acquired CareFusion in 2015, creating a major competitor; both BD and Omnicell compete for hospital ADC contracts with comparable product offerings
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