Hand of the Market Screener
Quality checklist

5 of 6 checks passed · quarter ending 2026-06-30

  • ROIC at least 10%11.0%passed
  • Operating margin up over 3 years−1.0 ppfailed
  • Free cash flow at least 80% of net income145.0%passed
  • Share count up at most 5% in 3 years-16.7%passed
  • Net debt at most 3× EBITDA2.4×passed
  • Revenue grew over 3 years12.0%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Conviction funds
−$50.3M −1.2 pp of the company
0 buying · 1 selling · 0 holding
Active managers
−$129.76M −3.5 pp of the company
0 buying · 3 selling · 3 holding
Mutual funds & ETFs
$0 +0.0 pp of the company
0 buying · 0 selling · 2 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
OPCHSector12 quartersMarket cap$4.69B$9.67BEnterprise value$5.65B$10.41BAvg daily $ volume$77.2M$132.68MDaily turnover1.6%1.3%
Growth
OPCHSector12 quartersRevenue CAGR 3y12.0%9.5%12.8% → 12.0%Revenue CAGR 5y12.2%8.9%12.9% → 12.2%Revenue growth YoY1.9%8.7%7.1% → 1.9%Revenue acceleration+0.5 pp+0.0 pp−1.9 pp → +0.5 ppFCF growth YoY26.0%5.9%25.2% → 26.0%FCF conversion145.0%130.8%125.7% → 145.0%Forward growth (HoM est.)6.9%9.8%
Valuation
OPCHSector12 quartersP/E (trailing)22.4×27.6×P/E (forward, HoM est.)20.9×25.2×P/E vs. sector0.8×1.0×PEG (HoM est.)3.033.12EV/EBITDA14.1×17.5×EV/Sales1.0×3.3×FCF yield5.4%3.6%Dividend yield0.0%0.0%Shareholder yield3.4%1.2%
Quality
OPCHSector12 quartersQuality checks passed53ROIC11.0%9.2%10.5% → 11.0%Gross profitability32.1%32.6%29.8% → 32.1%Gross margin19.1%60.1%23.4% → 19.1%Gross margin Δ 3y−3.8 pp−0.1 pp+0.0 pp → −3.8 ppOperating margin5.9%10.6%7.2% → 5.9%Operating margin Δ 3y−1.0 pp+0.9 pp+2.9 pp → −1.0 ppDebt/equity0.9×0.7×0.7× → 0.9×Net debt/EBITDA2.4×2.0×1.9× → 2.4×Interest coverage6.2×4.9×5.6× → 6.2×Share count Δ 3y-16.7%-0.3%-5.2% → -16.7%Stock compensation / revenue0.7%1.8%0.7% → 0.7%Accruals ratio-4.1%-4.3%-3.4% → -4.1%
Earnings & estimates
OPCHSector12 quartersDays to next report713
Ownership & positioning
OPCHSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0$0Institutional ownership104.8%99.6%Institutional Δ QoQ−0.7 pp+1.1 ppConviction funds net buying−1.2 pp−0.0 ppActive managers net buying−3.5 pp+0.1 ppActive funds net buying+0.0 pp+0.0 ppDays to cover3.474.29Short % of shares out5.7%6.0%Short interest Δ−2.4 pp+0.1 pp

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.