Professional
Added to YB: 2026-02-12
Pitch date: 2026-01-30
ALGN [bullish]
Align Technology, Inc.
+16.32%
current return
Author Info
No bio for this author
Company Info
Align Technology, Inc. provides Invisalign clear aligners, Vivera retainers, and iTero intraoral scanners and services in the United States, Switzerland, and internationally.
Market Cap
$13.4B
Pitch Price
$162.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.74
P/E
33.14
EV/Sales
3.08
Sector
Health Care Equipment and Supplies
Category
growth
Ruane Cunniff Sequoia Strategy Composite New Position: Align Technology, Inc.
ALGN (new position): Clear aligner leader w/ $12B mkt cap, $4B rev (75% Invisalign), high-teens op margins, sky-high ROIC, $1B cash, no debt. Stagnant since 2021 pandemic surge due to weak patient traffic & new competition post-patent expiry. Trading low-to-mid-teens fwd P/E vs historical premium. Long-term growth potential: hundreds of millions of adults w/ crooked teeth, teens shifting from braces to aligners. Clear aligners = solution not commodity.
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