Professional
Added to YB: 2025-08-08
Pitch date: 2025-06-30
MASI [bullish]
Masimo Corporation
+6.22%
current return
Author Info
No bio for this author
Company Info
Masimo Corporation engages in the development, manufacture, and marketing of various patient monitoring technologies, and automation and connectivity solutions worldwide.
Market Cap
$9.2B
Pitch Price
$168.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.28
P/E
46.24
EV/Sales
6.32
Sector
Health Care Equipment and Supplies
Category
special_situation
Baron Health Care Fund Added On Portfolio Holding: Masimo Corporation
MASI added to position: Medical device co. divested consumer audio to refocus on core health monitoring tech. Plans share repurchases w/ proceeds. New CEO targeting AI tech expansion & commercial excellence. Core biz can grow high single digits w/ cost discipline enabling 2x+ EPS in 5 years. Trade war concerns easing.
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