Added to YB: 2025-07-09
Pitch date: 2025-07-06
COLO-B.CO [neutral]
Coloplast A/S
-3.5%
current return
Author Info
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Company Info
Coloplast A/S engages in the development and sale of intimate healthcare products and services in Denmark, the United States, the United Kingdom, France, and internationally.
Market Cap
DKK 141.5B
Pitch Price
DKK 584.45
Price Target
N/A
Dividend
3.50%
EV/EBITDA
18.74
P/E
34.78
EV/Sales
5.92
Sector
Health Care Equipment and Supplies
Category
turnaround
Coloplast A/S - Qualitative Analysis
COLO-B.CO (deep dive): Trading at 5Y low after CEO dismissal. Medical device leader with 35-40% ostomy market share, 40-45% continence share. Strong competitive advantages: high regulatory barriers, patient/nurse switching costs, IP protection, vertical integration. Family-controlled (55% voting rights). Concerns: heavy debt from acquisitions, US Medicare pricing risks from 2027.
Read full article (17 min)