Assessing OSI Systems (OSIS) Valuation After New US$12 Million Healthcare Sensor Order

Simply Wall St.11:18

AdvertisementWhat the new $12 million sensor order could mean for OSI Systems stock OSI Systems (OSIS) recently reported that its Optoelectronics and Manufacturing division received an approximately $...

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For investors, this new contract highlights active demand for the company’s components in healthcare equipment and raises questions about how recurring or scalable this type of business could be for OSIS over the coming year. See our latest analysis for OSI Systems. That new sensor order lands after a strong run for investors, with OSI Systems’ 1-year total shareholder return of 37.58% sitting on top of a very large 3-year total shareholder return and a 5-year total shareholder return above 200%. This has occurred even though the recent 1-day and 7-day share price returns have been negative, while the 90-day share price return is positive. If this kind of contract-driven story interests you, it could be a good moment to see what else is happening across healthcare stocks as you scan for your next idea. With OSI Systems delivering a 37.58% 1-year total shareholder return and trading at US$274.99, not far from an average analyst price target of US$295, you have to ask: is there still a buying opportunity here, or is the market already pricing in future growth? Most Popular Narrative: 6.8% Undervalued The most followed narrative pegs OSI Systems’ fair value at $295, a touch above the last close at $274.99, which sets up a moderately constructive gap.  Record backlog levels, global customer diversification beyond large legacy contracts like Mexico, and increased investment in R&D for differentiated platforms position OSI to accelerate earnings and free cash flow growth, and to better capitalize on long-term secular trends underpinning security and diagnostic infrastructure spending.  Read the complete narrative. Curious what sits behind that $295 figure? The narrative leans on steady top line progress, firmer margins, and a richer earnings multiple than the sector usually commands. Result: Fair Value of $295 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still pressure points, including reliance on large government contracts and the underperforming healthcare division, that could challenge the view that the stock is 6.8% undervalued. Find out about the key risks to this OSI Systems narrative. Another way to look at the valuation While the consensus narrative leans on a fair value of $295, the current P/E of 30.7x paints a tighter picture. It sits above the US Electronic industry at 26.9x and the 24.5x fair ratio, yet below the 39.9x peer average. This leaves investors weighing valuation risk against relative quality. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:OSIS P/E Ratio as at Jan 2026 Build Your Own OSI Systems Narrative If you see the numbers differently or prefer to ground your view in your own research, you can build a custom narrative in minutes: Do it your way. A great starting point for your OSI Systems research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Ready for more investment ideas? If OSI Systems has caught your eye, do not stop here. Broadening your watchlist with a few focused themes can surface opportunities you might otherwise miss.  Target potential value gaps by scanning these 874 undervalued stocks based on cash flows that may be pricing in more caution than their cash flows suggest. Spot emerging tech trends early by checking out these 23 AI penny stocks that tie artificial intelligence to real business models and revenues. Strengthen your income watchlist by reviewing these 13 dividend stocks with yields > 3% that pair yield with underlying business fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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