Professional
Added to YB: 2025-12-19
Pitch date: 2025-12-17
DXCM [neutral]
DexCom, Inc.
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.
Market Cap
$25.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.75
P/E
36.94
EV/Sales
5.57
Sector
Health Care Equipment and Supplies
Category
N/A
Pernas Research Passes On: DexCom, Inc.
DXCM (pass): CGM leader w/ razor-blade model faces 2 headwinds: 1) CMS competitive bidding starting 2027 adds to existing 2-3% annual price compression 2) GLP-1 adoption may reduce Type 2 diabetes patients needing intensive insulin mgmt, uncertain long-term CGM demand despite behavioral value
Read full article (1 min)