Added to YB: 2024-10-07
Pitch date: 2024-10-07
EW [bullish]
Edwards Lifesciences Corporation
+31.63%
current return
Author Info
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Company Info
Edwards Lifesciences Corporation provides products and technologies to treat advanced cardiovascular diseases in the United States, Europe, Japan, and internationally.
Market Cap
$48.2B
Pitch Price
$64.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.80
P/E
36.34
EV/Sales
7.66
Sector
Health Care Equipment and Supplies
Category
growth
Rodrigo Portfolio Holding: Edwards Lifesciences Corporation
EW: TAVR leader (60-65% share) facing competition, revised guidance down. TMTT growing fast, no direct competitors. Asymmetry from potential TAVR market expansion to asymptomatic patients & TMTT growth. Risks: EU price pressure, hospital capacity constraints. Multiple compressed due to growth concerns.
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