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Added to YB: 2025-05-07

Pitch date: 2025-05-07

SOFW.TA [bullish]

SofWave Medical Ltd.

+95.7%

current return

Author Info

Company Info

SofWave Medical Ltd. engages in the development, production, marketing, support, and distribution of ultrasound technology for non-invasive skin rejuvenation and firming treatment in Israel and internationally.

Market Cap

ILS 173.3M

Pitch Price

ILS 17.67

Price Target

N/A

Dividend

N/A

EV/EBITDA

-85.54

P/E

-36.35

EV/Sales

2.45

Sector

Health Care Equipment and Supplies

Category

growth

Show full summary:
The Fountain of Youth

SOFW.TA (new position): Non-invasive skin rejuvenation medtech w/ proprietary ultrasound+cooling tech targeting 1.5mm dermis. Rev $0→$60M in 5yrs, recurring pulses now 42% of sales (+49% YoY), ~100% GM. Q1 gross margin 76.4%, op loss only $0.2M vs peers down 20-35%. Provider ROI <6mo on $100K device, 75-80% margins/procedure. Kardashian endorsements + GLP-1 tailwind via PureImpact add-on. Chairman Eckhouse delivered 80-120x on prior ventures (Lumenis, Syneron). Japan entry approved, China next 2yrs. Path to 20-25% EBIT margins. 2.5x EV/sales, expects FY25 profitability.

Read full article (20 min)