Added to YB: 2025-05-07
Pitch date: 2025-05-05
DXCM [neutral]
DexCom, Inc.
-9.11%
current return
Author Info
No bio for this author
Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally.
Market Cap
$27.1B
Pitch Price
$79.52
Price Target
85.00 (+18%)
Dividend
N/A
EV/EBITDA
22.11
P/E
33.71
EV/Sales
5.69
Sector
Health Care Equipment and Supplies
Category
value
Dexcom, Inc. (DXCM): Comprehensive Investment Analysis
DXCM (overview): Leading CGM player in underpenetrated diabetes market facing margin pressures. Q1 showed 14% organic growth but declining gross margins (57.5%). Recent FDA wins: G7 15-day sensor, OTC Stelo launch. Strong $2.6B cash, DCF value $85. Accelerating Type 2 adoption via PBM/Medicare coverage a key growth driver.
Read full article (26 min)