Professional
Added to YB: 2025-08-08
Pitch date: 2025-06-30
MASI [bullish]
Masimo Corporation
-17.67%
current return
Author Info
No bio for this author
Company Info
Masimo Corporation develops, manufactures, and markets various patient monitoring technologies, and automation and connectivity solutions worldwide.
Market Cap
$8.0B
Pitch Price
$168.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.22
P/E
-33.52
EV/Sales
3.80
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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