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TransMedics Group, Inc. (TMDX)

NEUTRAL
HealthcareMedical DevicesUnited States

Fundamental

67

मूल्य

$93.27

मार्केट कैप

$3.26B

भाग 1 · कंपनी का मूल्य कितना है

अवलोकन

TransMedics Group, Inc., a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally. The company provides Organ Care System (OCS), a portable organ perfusion, optimization, and monitoring system that utilizes its proprietary and customized technology to replicate near-physiologic conditions for donor organs outside of the human body. Its OCS includes OCS LUNG for the preservation of standard criteria donor lungs for double-lung transplantation; OCS Heart, a technology for preservation of DBD donor hearts deemed unsuitable due to limitations of cold storage and for ex vivo reanimation, functional monitoring, and beating-heart preservation of donation-after-circulatory-death hearts; and OCS Liver for the preservation of DBD and DCD of donor livers. The company also developed national OCS program, a turnkey solution for outsourced organ retrieval; and provides OCS organ management and logistics services, including aviation and ground transportation, and other coordination activity. The company was founded in 1998 and is headquartered in Andover, Massachusetts.

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बैलेंस शीट और तरलता

राजस्व

$668M

पिछले 12 महीने (30/6/2026 तक)

शुद्ध आय

$152M

पिछले 12 महीने (30/6/2026 तक)

Free Cash Flow

$134M

कुल इक्विटी

$473M

कुल देनदारियाँ

$595M

Current Ratio

6.62

Interest Coverage

3.84

Debt/EBITDA

6.39

Earnings Per Share

राजस्व और शुद्ध आय

Free Cash Flow

आय विवरण

ऐतिहासिक विवरण

समय के साथ मार्जिन

समय के साथ ऋण

ऋण कितना भारी है

वृद्धि तालिका

वृद्धि — राजस्व

Fair Value अनुमान

उचित मूल्यांकित

Fair Value

$78.14

वर्तमान मूल्य

$93.27

Margin of Safety

-19.4%

Fair Value सीमा

$50.79 - $105.49

अनुमान विधियाँ

Analyst Target:$97.30
DCF:$39.85
PE-based:$114.45
Graham Growth:$62.84
EPV:$10.25
विश्लेषक सहमति:खरीदें (13B / 6H / 0S)
अंतिम Earnings सरप्राइज़:-8.87%

मूल्यांकन मेट्रिक्स

P/E Ratio

24.25

ROE

40.2%

P/B Ratio

6.26

P/FCF

41.06

Gross Margin

58.7%

ROIC

4.7%

लाभप्रदता Radar

Value Creation (Economic Moat)

ROIC

4.7%

WACC

12.3%

ROIC − WACC

-7.6 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamental विश्लेषण मानदंड

पास (17)

  • EPS shows upward trend
  • Price CAGR 25.79%
  • Gross Margin 58.7%
  • Debt/Equity ratio
  • Operating Margin 12.2%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • ROE 33.0%
  • Revenue Growth 5Y 88.2%
  • Analyst Consensus 68% Buy
  • Earnings Surprise avg 14.1%
  • Earnings Quality (OCF/NI) 0.96
  • Net Margin Trend 22.7% vs 13.5%
  • Piotroski F-Score 7/9

फेल (8)

  • ROIC 4.7%
  • P/FCF 41.06
  • P/B Ratio 6.26
  • CapEx intensity
  • Debt/EBITDA
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Share Dilution 11.3%

अनुपलब्ध (2)

  • Dividend Payout NaN%
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

7/9

मजबूत वित्तीय स्वास्थ्य

score
criteria

Earnings गुणवत्ता

0.96

मध्यम: मुनाफे और नकदी के बीच कुछ अंतर

शेयर Dilution

11.3%

नए शेयर जारी कर रही है, स्वामित्व को कम कर रही है

प्रशासन

कार्यकारी टीम

नामपदआयु
Dr. Waleed H. Hassanein M.D.Founder, President, CEO & Director57
Mr. Gerardo HernandezCFO & Treasurer54
Mr. Nicholas CorcoranSenior Vice President of Supply Chain & Operations43
Dr. Tamer I. Khayal M.D.Senior Vice President of International56
Mr. Anil RanganathAdvisor43
Mr. Matthew ForsythSenior VP, General Counsel & Corporate Secretary-
Ms. Miriam C. Provost Ph.D.Vice President of Global Regulatory Affairs64

Audit जोखिम

10

बोर्ड जोखिम

3

मुआवजा जोखिम

7

शेयरधारक अधिकार जोखिम

3

भाग 2 · कीमत और खरीदने का समय

यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।

Latest News

Recent headlines for TMDX, sourced from Markets Gazette.

  • 3/8/2026POSITIVE
    TransMedics Stock Is Up 104% Over the Last Year: Is It Too Late to Buy for 2026?

    TransMedics Group Inc. has demonstrated remarkable growth, with its stock price surging 104% over the past year. The company is recognized for its innovative approach to revolutionizing the organ transplant industry. Despite this impressive performance, market sentiment remains divided, with some analysts labeling the stock as 'overvalued.' Investors are now contemplating whether the significant gains made thus far leave room for further appreciation by 2026, balancing the company's disruptive potential against current valuation concerns.

  • 2/28/2026POSITIVE
    Got $5,000? TransMedics Could Be a High‑Tech Organ Transplant Moonshot

    TransMedics Group, Inc., a mid-cap healthcare specialist, is drawing investor attention as a potential 'moonshot' in the high-tech organ transplant sector. The company, focused on advanced solutions for organ preservation and transport, is seen as a significant investment opportunity for those seeking growth in innovative medical fields. Analysts suggest that with an initial capital of around $5,000, investors might consider a deeper look into this company, given its prominent position in a market segment with high expansion potential and technological innovation. Its technology could revolutionize current practices, offering attractive long-term return prospects.

via Markets Gazette

Disclaimer

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