Cerner Corporation

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  • 7 times compared to Dow Jones Industrial Average
  • Cerner Corporation

    1. 1. CERNER CORPORATION : CERN WAQAS KHOKHAR SUGANDHA SHARMA
    2. 2. Company Overview -- International healthcare information technology corporation withspecialization in providing complete systems to hospitals & other medicalorganizations to manage and integrate all electronic medical records,computerized physician order entry, and financial information.-- Leading supplier of healthcare Information Technology solutions &healthcare devices
    3. 3. Sector: TechnologyIndustry: Healthcare Information TechnologyTop Competitors:Allscript Healthcare Solutions Ltd (MDRX)CareFusion Corporation (CFN)Quality Systems Inc (QSII)
    4. 4. Cerner Corp: Strategies--- Evolution of Cerner Millennium as Millennium +. It combines the secure Cernercloud and delivers the new experience which is fast, smart and easy--- Power Chart + Touch – specifically created for ipadCompany Trends: -- It has increased 46% in the past 12 months & has tripled in the last 5 years -- Nine straight quarters of revenue growth & eight straight quarters of profitincrease -- Revenue jumped 10% and profits increased by 20% from the fiscal of 2009-2010and revenue soared 19% and profits 26% from 2010 -2011-- For 2012, forecasts are for another 22% in profit growth
    5. 5. CERN : Financials ROE ROA D/E Cern 14.55% 10.60% 0.0548 MDRX 5.15% 4.37% 0.2493 QSII 32.01% 19.07% 0.0 CFN 6.81% 4.54% 0.2687 Industry 6.7% 3.30% --
    6. 6. CERN MDRX QSII CFN IndustryMarket Cap: 12.92B 3.15B 2.58B 5.82B 39.28MBeta 0.66 1.09 0.35 0.87 1.02Qtrly RevGrowth (yoy): 23.10% 25.50% 22.74% 3.30% 8.80%Revenue (ttm): 2.20B 1.44B 417.95M 3.52B 54.89MGross Margin(ttm): 79.95% 46.09% 65.92% 51.00% 53.09%EBITDA (ttm): 593.26M 253.80M 130.33M 793.00M 3.33MOperatingMargin (ttm): 20.87% 11.95% 29.04% 16.39% 4.69%Net Income(ttm): 306.63M 73.61M 79.14M 344.00M N/AEPS (ttm): 1.76 0.39 1.36 1.29 0.00P/E (ttm): 43.27 42.56 32.23 20.12 20.37Dividend -- --- 0.71 -- N/AForward P/E 28.00 13.07 25.28 12.90 ---
    7. 7. Cerner: Buy--- Global Movement towards digitizing Healthcare--- Healthcare Spending Averages 6.7% growth in U.S and isincreasing abroad--- Population trend--- International Opportunity ( Credit Suisse – 30 Billion $ ofopportunity exist globally for healthcare informationtechnology services)--- Ever growing health care domestically and internationally
    8. 8. Company’s Current Position- Cerner Solutions has licensed 10,000 facilities around the world, 2650 hospitals, 3750 physicians practices, 40000 physicians, 500 ambulatory facilities, such as laboratories, radiology clinics & surgery centers, 800 home health facilities, 40 employer sites and 1600 retail pharmacies

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