Allscripts Healthcare Solutions (NASDAQ:MDRX) and Leidos (NYSE:LDOS) are both medical companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, valuation, earnings, analyst recommendations, profitability, risk and dividends.
This table compares Allscripts Healthcare Solutions and Leidos’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Allscripts Healthcare Solutions||0.10%||8.26%||2.24%|
Leidos pays an annual dividend of $1.28 per share and has a dividend yield of 2.0%. Allscripts Healthcare Solutions does not pay a dividend. Leidos pays out 34.4% of its earnings in the form of a dividend.
Risk and Volatility
Allscripts Healthcare Solutions has a beta of 1.14, indicating that its stock price is 14% more volatile than the S&P 500. Comparatively, Leidos has a beta of 1.66, indicating that its stock price is 66% more volatile than the S&P 500.
This is a summary of current recommendations and price targets for Allscripts Healthcare Solutions and Leidos, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Allscripts Healthcare Solutions||0||1||11||0||2.92|
Allscripts Healthcare Solutions presently has a consensus price target of $16.61, suggesting a potential upside of 24.16%. Leidos has a consensus price target of $75.29, suggesting a potential upside of 15.68%. Given Allscripts Healthcare Solutions’ stronger consensus rating and higher possible upside, analysts clearly believe Allscripts Healthcare Solutions is more favorable than Leidos.
Institutional and Insider Ownership
72.8% of Leidos shares are held by institutional investors. 1.1% of Allscripts Healthcare Solutions shares are held by company insiders. Comparatively, 1.1% of Leidos shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Earnings and Valuation
This table compares Allscripts Healthcare Solutions and Leidos’ top-line revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Allscripts Healthcare Solutions||$1.81 billion||1.29||-$152.60 million||$0.47||28.47|
|Leidos||$10.17 billion||0.96||$366.00 million||$3.72||17.49|
Leidos has higher revenue and earnings than Allscripts Healthcare Solutions. Leidos is trading at a lower price-to-earnings ratio than Allscripts Healthcare Solutions, indicating that it is currently the more affordable of the two stocks.
Leidos beats Allscripts Healthcare Solutions on 10 of the 16 factors compared between the two stocks.
About Allscripts Healthcare Solutions
Allscripts Healthcare Solutions, Inc. provides information technology solutions and services to healthcare organizations in the United States, Canada, and internationally. It offers electronic health records, connectivity, private cloud hosting, outsourcing, analytics, patient engagement, clinical decision support, and population health management solutions. The company's Clinical and Financial Solutions segment provides integrated clinical software applications and financial and information solutions, which primarily include EHR-related, and financial and practice management software solutions, as well as related installation, support and maintenance, outsourcing, private cloud hosting, revenue cycle management, training, and electronic claims administration services. Its Population Health segment offers health management and coordinated care solutions that enable hospitals, health systems, accountable care organizations, and other care facilities to connect, transition, analyze, and coordinate care across the entire care community. The company's Netsmart segment operates in and provides software and technology solutions to the health and human services, and post-acute sectors of health care. The company serves physicians, hospitals, governments, health systems, health plans, life-sciences companies, retail clinics, retail pharmacies, pharmacy benefit managers, insurance companies, and employer wellness clinics, as well as post-acute organizations, such as home health and hospice agencies. Allscripts Healthcare Solutions, Inc. was founded in 1986 and is headquartered in Chicago, Illinois.
Leidos Holdings, Inc. provides services and solutions in the defense, intelligence, civil, and health markets primarily in the United States. The company operates through three segments: Defense Solutions, Civil, and Health. The Defense Solutions segment offers national security solutions and systems for air, land, sea, space, and cyberspace for the U.S. intelligence community, Department of Defense, military services, the U.S. Department of Homeland Security, and government agencies of U.S. allies abroad, as well as other federal, civilian, and commercial customers in national security industry. Its solutions include technology, intelligence systems, command and control, data analytics, logistics, and cybersecurity solutions, as well as intelligence analysis and operations support services to critical missions. The Civil segment provides systems integration services to Air Navigation Service providers, including the Federal Aviation Administration, Transportation Security Administration, and airport operators; vehicle and cargo inspection system, which enables the scanning of vehicles and cargo that produces a image using a low radiation dose; IT solutions in cloud computing, mobility, application modernization, DevOps, data center, network modernization, asset management, help desk operations, and digital workplace enablement; federal environment and infrastructure; and logistics services. The Health segment offers solutions to federal and commercial customers responsible for health and well-being of people worldwide, including complex systems integration, managed health services, enterprise IT transformation, and life sciences services. The company was founded in 1969 and is headquartered in Reston, Virginia.
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