Added to YB: 2025-08-19
Pitch date: 2025-08-15
EW [neutral]
Edwards Lifesciences Corporation
+6.35%
current return
Author Info
No bio for this author
Company Info
Edwards Lifesciences Corporation provides products and technologies to treat advanced cardiovascular diseases in the United States, Europe, Japan, and internationally.
Market Cap
$50.0B
Pitch Price
$78.12
Price Target
145.00 (+75%)
Dividend
N/A
EV/EBITDA
25.79
P/E
37.70
EV/Sales
7.97
Sector
Health Care Equipment and Supplies
Category
growth
Natan's Notes #10: Edwards' Q2 comeback
EW (earnings update): Strong Q2 with revenue +11% YoY (vs 8% consensus), driven by TAVR +8%, TMTT +57%, Surgical +7%. Raised FY guidance to 9-10% growth. Catalysts: asymptomatic TAVR expansion, Sapien M3 approval (2026), JenaValve acquisition. Fair value $94, 5yr target $145 (12.6% CAGR). Quality med device leader trading at 30x P/E.
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