LNCR Investment Analysis Report & Stock Research, Lincare Holdings Inc

Lincare Holdings Inc (LNCR)

LNCR Stock Report

2-Year Price History

View Larger LNCR Chart
NASDAQ:LNCR
$43.25
(3/18 11:15AM)
+0.6%
Open$42.99 Mkt Cap$2.8 Billion
High$43.28 52Wk High$43.06
Low$42.75 52Wk Low$19.71
Volume136,248 Avg Vol 10D600,200

Ockham's Rating/Recommendation Summary

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LNCR Revenue

Cash earnings is the most important factor in our analysis, but it goes without saying that if a company cannot produce sales then there is no ability to generate cash flow. By that logic we look very closely at revenue numbers as our second most important factor in valuing a company's stock. We have established reasonable Price to Sales per share ranges based on historical data of the last 10 years. For, LNCR the high and low end of the Price to Sales per share ratios are 3.00x and 2.02x respectively.

Notice that LNCR's current Price to Sales per share ratio is 1.80x, which is quite a bit below what we consider a normal Price to Sales ratio for this stock. Given normal conditions and a price of $42.38, LNCR is 29% below where we would expect to see it. This will beneficially factor into our final analysis of LNCR as it is not often that this stock sinks to these levels.

LNCR Cash Earnings

Cash Earnings is always one of the most important factors to review for a company and, more importantly, an investment in a stock. LNCR is below its historical average multiple of cash earnings as calculated by Ockham. Similar to our analysis of sales per share, Ockham looks at the last 10 years of cash earnings levels for LNCR to identify where the current high and low price levels have been historically in relation to profit per share. Again, we utilize a weighted average methodology which relies more heavily on recent years of data. This weighted average framework provides us with an average high Price to Cash Earnings ratio per share of 13.01 and a 8.69 low over the same period.

With a historical average Cash Earnings ratio of 10.85, the current Cash Earnings ratio of 10.19 is a positive opportunity for value in the Ockham view. Naturally, we would love to see a deeper value opportunity for LNCR, but to get there one of two things must occur (or both). Either the stock price must decline further to increase the long term buying opportunity, or the management at LNCR needs to earn more cash. If either, or both, of these occur, then we could see a significant gap emerge between what investors were willing to pay for in the past, and where LNCR is trading currently (latest close price of $42.38).

LNCR Dividends

While it is not necessary to pay an attractive dividend or a dividend at all, to receive a positive rating from Ockham, we view dividends as an additionally helpful measure in determining the future potential of any company. LNCR may pay a dividend at this time; however, there is an insufficient amount of history to incorporate it into our analysis. Therefore, we are not utilizing the dividends or lack thereof in our study. As LNCR more consistent dividend history is made available, we will begin to factor this into the Ockham approach.

Peer Comparison

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Lincare Holdings Inc Industry Grouping

(3/17/2010)
Company Ticker Market Cap (Ml) Latest
Price
Price/Cash Earnings Price/Sales 5-Yr. Rev.
Growth Rate
5-Yr.
Avg. ROE.
Current 10-Yr. Range* Current 10-Yr. Range*
Peer Company Averages (not including LNCR) 10.21 4.32 » 25.92 1.25 0.61 » 3.05 6.40% 14.32%
*10 year range does not include current year values
Universal Health Services, Inc. UHS $3.1 Billion $34.63 6.29 2.69 » 14.62 0.62 0.29 » 1.18 5.73% 16.00%
Lincare Holdings Inc LNCR $2.8 Billion $42.98 10.19 4.22 » 17.66 1.80 0.82 » 4.57 4.10% 21.68%
PerkinElmer Inc. PKI $2.8 Billion $24.00 15.18 3.00 » 45.26 1.52 0.36 » 4.03 1.44% 9.12%
Tenet Healthcare Corp. THC $2.7 Billion $5.66 4.49 0.64 » 17.42 0.29 0.04 » 1.77 -1.90% 16.40%
Mednax, Inc. MD $2.7 Billion $56.39 13.39 5.85 » 21.89 2.00 0.90 » 3.65 15.76% 14.90%
Pharmaceutical Product Development, Inc. PPDI $2.6 Billion $22.34 11.71 9.45 » 30.41 1.85 1.46 » 4.61 10.99% 15.20%
Ockham Coverflow

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12:40P, Feb. 09,2010 LNCR $40.10 Lincare Holdings Inc
Power Lunch

Investors Sentiment's Effect on Lincare Holdings Inc on Power Lunch

Power Lunch talked about the sentiment surrounding LNCR and the way they are perceived in the marketplace.

The crowd at The Motley Fool does not like LNCR and believes that it will Underperform. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on LNCR. Our valuation of LNCR has become less favorable recently, and we have seen it necessary to downgrade the stock. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, LNCR has been less covered in the news compared to the rest of our universe of stocks. Check the news on this stock because there is a catalyst that has allowed this stock to advance 6.29% today.

“… with a big rally on the dow jones industrial average, the nasdaq and the s&p, some of the nasdaq winners, peterson uti, cognizant, lamar, LINCARE holdings and ni, or nii, I ... …”

View All Lincare Holdings Inc Stock News

Key Fundamentals

LNCR - Lincare Holdings Inc Fundamentals
Price (3/18 11:15AM) $43.25
Volume (3/18 11:15AM) 136,248
Last Close Price $42.98
10 Day Average Volume 600,200
13 Week Price Range $35.26 - $43.06
52 Week Price Range $19.71 - $43.06
LTM Revenue $1.6 Billion
 
Shares Outstanding (12/2009) 65.7 Million
Market Capitalization $2.8 Billion
Shares Held By Institutions 79.2 Million
Institutional Holders 310
% Shares Held By Institutions %
Earnings Per Share (EPS) $1.99
P/E Ratio 21.60
Book Value Per Share $13.72
 
Gross Margin 73.40%
Annual Dividend 0.00
Dividend Yield 0.00%
Beta 0.74
Fiscal Year Ends December

About Lincare Holdings Inc

Lincare Holdings Inc is considered to operate in the Healthcare sector. They specifically operate in the Home Health Care business segment contained within the Health Services industry.

The Company together with its subsidiaries is a provider of oxygen and other respiratory therapy services to patients in the home.