Added to YB: 2025-07-07
Pitch date: 2025-07-03
TMDX [bullish]
TransMedics Group, Inc.
-0.82%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$4.5B
Pitch Price
$127.84
Price Target
296.00 (+133%)
Dividend
N/A
EV/EBITDA
35.52
P/E
51.63
EV/Sales
7.99
Sector
Health Care Equipment and Supplies
Category
growth
Organs-as-a-Service medical technology company! - TransMedics Group, Inc.
TMDX: Revolutionary Organ Care System (OCS) enables 3-4x more organ transplants via warm storage vs cold. Growing 1622% over 4 years to $441.5M revenue. NOP network w/ 21 planes, 17 hubs = SaaS-like model. Profitable w/ 8.5% margin, could reach 20%+. Risks: EU expansion delays, kidney device timeline, high P/E of 91. Upside 131% if execution strong. Currently $4.3B mkt cap.
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