Added to YB: 2025-10-22
Pitch date: 2025-09-30
AFX.DE [neutral]
Carl Zeiss Meditec AG
-4.96%
current return
Author Info
No bio for this author
Company Info
Carl Zeiss Meditec AG operates as a medical technology company in Germany, rest of Europe, North America, and Asia.
Market Cap
EUR 3.8B
Pitch Price
EUR 42.70
Price Target
N/A
Dividend
1.40%
EV/EBITDA
17.27
P/E
24.98
EV/Sales
1.99
Sector
Health Care Equipment and Supplies
Category
value
Harding Loevner Global Small Companies Portfolio Holding: Carl Zeiss Meditec AG
AFX.DE (holding update): German med-tech co w/ 51% recurring rev (up from 43%). Specializes in intraocular lenses & surgical microscopes. Soft demand in China, mgmt sees volatile macro environment. Long-term demographics favor vision-care market. Strong competitive advantages via tech leadership, brand trust, large installed base. Stock attractively valued vs growth opportunity.
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