Professional
Added to YB: 2026-02-23
Pitch date: 2026-02-18
SOFW.TA [neutral]
SofWave Medical Ltd.
-2.56%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
Company Info
SofWave Medical Ltd. engages in the development, production, marketing, and distribution of non-invasive medical technology for skin rejuvenation and firming treatments in Israel and internationally.
Market Cap
ILS 414.2M
Pitch Price
ILS 35.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
87.47
P/E
588.46
EV/Sales
5.05
Sector
Health Care Equipment and Supplies
Category
growth
Arauca Capital Portfolio Holding: SofWave Medical Ltd.
SOFW.TA (holding update): Q4 rev +57%, FY25 +46% vs 20% forecast, outperforming amid industry slowdown. $35.2M cash, ~$9M added last Q. FDA warning on RF competitors shifts demand to Sofwave's non-invasive SUPERB tech. Japan approved, China NMPA targeted 2026, Brazil cleared. GLP-1 tailwind via Ozempic skin solution. Conservative mid-30% 2026 growth = 12x 2027 P/E—mispriced for profitable, cash-gen biz entering key markets.
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