Added to YB: 2025-05-27
Pitch date: 2025-05-25
MOVE.SW [neutral]
Medacta Group SA
+12.04%
current return
Author Info
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Company Info
Medacta Group SA develops, manufactures, and distributes orthopedic and neurosurgical medical devices Latin America, North America, the Asia-Pacific, and Middle East and Africa.
Market Cap
CHF 2.9B
Pitch Price
CHF 136.20
Price Target
N/A
Dividend
0.51%
EV/EBITDA
20.74
P/E
39.86
EV/Sales
5.27
Sector
Health Care Equipment and Supplies
Category
growth
[MOVE] Medacta Group: When Patients Build Better Surgery
MOVE.SW (overview): Swiss medtech disrupting $15B ortho implant industry w/ surgeon education-focused model. 16.2% growth vs 3.5% industry avg; 67.6% gross margins show technique-based pricing power. €8.3M FCF reflects deliberate cap-ex for growth. Siccardi family controls 69%. Bull: surgeon relationships create durable moat. Bear: AI platforms could democratize expertise.
Read full article (20 min)