OmniVision Technologies, Inc. (NASDAQ:OVTI)

CAPS Rating: 5 out of 5

The Company designs, develops, manufactures and markets semiconductor image sensor devices.

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Member Avatar gunterle (63.52) Submitted: 9/3/2014 11:57:56 AM : Outperform Start Price: $27.18 OVTI Score: +3.64

zacks strong buy

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Member Avatar steveroiml (38.55) Submitted: 8/3/2014 1:47:01 PM : Outperform Start Price: $23.43 OVTI Score: +15.72

Good numbers, Has multiple growing applications of it technology and strong partnerships.

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Member Avatar aggiecoll05 (92.03) Submitted: 7/4/2014 11:14:13 AM : Outperform Start Price: $22.31 OVTI Score: +23.93

piotroski screen

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Member Avatar Pluto7 (40.51) Submitted: 6/9/2014 6:48:59 AM : Outperform Start Price: $22.71 OVTI Score: +20.59

very good Technology and very good sales execution

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Member Avatar TMFDeej (99.27) Submitted: 3/22/2014 11:03:56 AM : Outperform Start Price: $17.10 OVTI Score: +54.86

I found this one in an article by Bret Jansen over on Seeking Alpha:

"OmniVision Technologies (OVTI) designs and manufactures semiconductor image-sensor devices worldwide. The company primarily offers CameraChip image sensors.

Two things stand out about OmniVision. First it has some $370mm in net cash on the balance sheet. This equates to roughly 40% of its market capitalization at current levels. Second, analysts seem tepid on its prospects on a consistent basis. This is despite the fact the company does nothing but beat earnings expectations. It has beat the consensus earnings estimates by a minimum of 25% in each of the last four quarters.

The five year projected PEG on OVTI is significantly under 1 (.41). Finally, the shares are cheap at right at book value and just over 8x this year's expected earnings. Taking out cash, the shares go for 5x forward earnings."

Deej

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Member Avatar Junkyardhawg1985 (84.21) Submitted: 11/25/2013 3:27:15 PM : Outperform Start Price: $15.04 OVTI Score: +72.89

At $14.75/sh, OVTI trades at net tangible assets, a P/E of 12.5, an enterprise value/revenue of 0.4, and is growing revenue at 40% Y-o-Y. The company also has a very strong cash position.

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Member Avatar s2dbaker (78.31) Submitted: 9/10/2013 12:03:05 AM : Outperform Start Price: $15.70 OVTI Score: +57.86

With a price at 14 times earnings with continuing growth, OmniVision appears to be a good bet. I'm going to open a small position and continue to cautiously add to it on weakness. I can see this stock at $20 before the year is out.

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Member Avatar jimndena (34.04) Submitted: 4/11/2013 11:50:01 AM : Underperform Start Price: $13.74 OVTI Score: -75.61

TDA - SMA Crossover (Bearish)

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Member Avatar stktd (< 20) Submitted: 10/20/2012 1:02:38 AM : Outperform Start Price: $13.91 OVTI Score: +59.74

iPhone 5 front camera; expected iPad Mini camera; HTC also started buying; It should be a good run for OVTI in next couple of quarters.

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Member Avatar izzy2020 (61.25) Submitted: 8/15/2012 9:09:23 AM : Outperform Start Price: $14.29 OVTI Score: +52.23

iphone

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Member Avatar Rockitman (< 20) Submitted: 8/14/2012 6:10:17 PM : Outperform Start Price: $14.29 OVTI Score: +52.23

Partnering or providing products for Apple illustrates OVTI is at the top of it's game. They will continue to grow by providing innovative products to the ever changing smatphone and tablet market.

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Member Avatar buckazoid (93.37) Submitted: 8/14/2012 5:20:00 PM : Outperform Start Price: $14.29 OVTI Score: +52.23

Make sensors for phone cameras. Reasonable P/E. Strong growth.

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Member Avatar TWKommisar (< 20) Submitted: 6/18/2012 2:39:00 PM : Outperform Start Price: $14.34 OVTI Score: +45.35

Good valuation after the thrashing earlier this month. If they can meet Apple's production demand for the new iPhone, it will be a big win.

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Member Avatar xaneti (77.69) Submitted: 3/19/2012 3:20:20 PM : Outperform Start Price: $19.50 OVTI Score: +2.53

Follow David Einhorn

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Member Avatar ztur2218 (< 20) Submitted: 1/11/2012 5:22:09 AM : Outperform Start Price: $12.70 OVTI Score: +63.19

great opportunity

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Member Avatar jbtheone (58.58) Submitted: 12/1/2011 2:48:53 PM : Outperform Start Price: $11.60 OVTI Score: +78.98

Apple will not stop using thier camera instead will use other also, seems very week reason to drop stock to 52 week low

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Member Avatar loangolfer (< 20) Submitted: 12/1/2011 2:01:25 PM : Outperform Start Price: $11.52 OVTI Score: +80.56

35

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Member Avatar meeyatch69 (< 20) Submitted: 11/23/2011 3:54:14 AM : Outperform Start Price: $11.35 OVTI Score: +74.95

Solid fundamentals... Illogical perception based sell off to 52 wk low. Stock should reclaim strength as investors recognize solid value for a bargain price.

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Member Avatar cibient (20.12) Submitted: 11/22/2011 1:05:37 AM : Outperform Start Price: $11.70 OVTI Score: +69.68

Ok, so it's been discovered that Sony makes the camera in the IPhone 4s. Supposedly, this only makes an 8% revenue loss, yet the stock has now dropped around 70% since the 52-week high set in March. It may be a value play or a value trap, but the pristine balance sheet puts a floor in for now.

Results for ticker 'OVTI' (OmniVision Technologies Inc.):

Earnings Yield:   50.3%
MFI Return on Capital:   39.6%

MagicDiligence Research for 'OVTI':

No research available.

Instant Diligence:

The Earnings Yield of 50.3% is Suspiciously High (needs additional research).

The MFI Return on Capital of 39.6% is High.

Near-term Financial Health appears to be Excellent. The current ratio is 4.92.

Calculations:

(for quarter ended 2011-07-31)

Market Cap   =   Stock_Price * Shares
=   12.33 * 61.41
=   757.00

Excess Cash   =   Cash - MAX(0; (Current Liabilities - Current Assets + Cash))
=   506.06 - MAX(0; (163.68 - 806.13 + 506.06))
=   506.06

Enterprise Value   =   Market Cap + Total Debt - Excess Cash
=   757.00 + 45.49 - 506.06
=   296.44

MFI Invested Capital   =   Total Assets - Goodwill - Intangibles - Current Liabilities + Short Term Debt - Excess Cash
=   1110.06 - 1.12 - 67.04 - 163.68 + 4.33 - 506.06
=   376.49

Earnings Yield   =   Operating Earnings / Enterprise Value
=   149.14 / 296.44
=   0.503 (50.3%)

MFI Return on Capital   =   Operating Earnings / MFI Invested Capital
=   149.14 / 376.49
=   0.396 (39.6%)

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Member Avatar TMFElevenOClock (49.96) Submitted: 11/21/2011 9:06:21 PM : Outperform Start Price: $11.70 OVTI Score: +69.68

This drop... Enough.

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