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PRA Health Hits a 52-Week High on Strategic Acquisitions

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Leading global contract research organization PRA Health Sciences rallied to a new 52-week high of $78.30 on Jun 21, closing a little lower at $77.21. This represents a strong year-to-date return of approximately 40.08%, better than the S&P 500’s 8.8%.

For the majority of the last three months, the company’s share price has outperformed the Zacks classified Medical Services sub-industry. The stock has rallied 75.9%, outshining the sub-industry’s gain of just 5%. Notably, the stock has a market cap of $4.7 billion.

Taking the stable performance of the stock into consideration, we expect PRA Health to gain more ground in the coming quarters. The company’s positive long-term growth of 19% also raises optimism.

The stock currently has a Zacks Rank #3 (Hold).

Growth Catalysts

Partnership with Jumo: PRA Health recently announced a partnership with Jumo, a global provider of educational health care information. With a solid background in conducting pediatric clinical trials, the tie-up is likely to bolster the company’s footprint in the niche space. Per management, PRA Health can leverage on Jumo’s solid education-information system to bridge the gap between caregivers and patients while conducting pediatric clinical trials.

We believe that the company can soon scale to the position of a single global resource unit that can cover all aspects of patient needs related to pediatric products.

The Center for Pediatric Clinical Development: In May, PRA Health announced an initiative to open a new development center to confront challenges in pediatric treatment. The Center for Pediatric Clinical Development is supported by a cross-functional group of experts to provide strategic pediatric product development, consulting, technical and operational services. This has created significant shareholder value for the company.

Strong Guidance: The company reaffirmed its full-year 2017 service revenue guidance at $1.795–$1.835 billion, representing constant currency growth of 14% to 16%.

Furthermore, adjusted net income per diluted share is forecasted between $3.08 and $3.18, and an annual effective income tax rate is estimated at approximately 27%.

Estimate Revisions: The estimate revision trend for the current year has been favorable. Over the last two months, three analysts moved north, compared to one movement in the opposite direction. As a result, the magnitude of the current year estimate inched 0.3% up to close at $3.05 over the same time frame.

Key Picks

Better-ranked stocks in the broader medical sector include Inogen Inc. (INGN - Free Report) , Luminex Corporation and IDEXX Laboratories, Inc. (IDXX - Free Report) . Notably, Inogen and Luminex Laboratories sport a Zacks Rank #1 (Strong Buy), while IDEXX carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Inogen has a long-term expected earnings growth rate of 17.50%. Notably, the stock represents an impressive one-year return of 102.3%.

Luminex has a long-term expected earnings growth rate of 16.3%. The stock posted a positive earnings surprise of 237.5% in the last reported quarter.

IDEXX Laboratories has a long-term expected earnings growth rate of 19.37%. Additionally, the stock represents an impressive one-year return of 81.8%.

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