Getting testy is still a good thing if you're Laboratory Corporation
Results for this quarter point toward both some of the opportunities and challenges here. Sales grew just under 10%, with a near 50/50 split between volume and pricing. Margins, though, were a little more mixed. Gross margin was basically flat, and even if you add back the impact of stock compensation expense, there wasn't a great deal of juice in the operating margin, either. That said, free cash flow did improve nicely from last year's quarter.
The trick here, in my view, continues to be the balancing act between payers who want to pay less for tests and the innovation/obsolescence question. For example, large managed-care companies like WellPoint
And likewise on the pace of new and newly obsolete testing. HPV testing seems to be growing well now, but what happens when Merck
There will always be necessary tests, and Lab Corp has a good and durable franchise, but I'm not sure how much further it can push its margins. Likewise, I'm uncertain about long-term revenue growth prospects. I'd certainly be very willing to revisit this stock if it were trading at a discount, but that's not the case today.
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Fool contributor Stephen Simpson has no financial interest in any stocks mentioned (that means he's neither long nor short the shares).