Added to YB: 2026-04-01
Pitch date: 2026-03-30
MEDP [bullish]
Medpace Holdings, Inc.
+4.58%
current return
Author Info
No bio for this author
Company Info
Medpace Holdings, Inc. provides clinical research-based drug and medical device development services in North America, Europe, Asia, South America, Africa, and Australia.
Market Cap
$12.8B
Pitch Price
$459.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.52
P/E
29.53
EV/Sales
4.92
Sector
Life Sciences Tools and Services
Category
growth
The Medpace Multi-Bagger Scenario
MEDP: Full-service CRO w/ founder-led, debt-free, compounding model. ~$3B backlog (~25% mkt cap), rising conversion rates. Q4 cancellations (1.04 book-to-bill vs norm) likely transient per mgmt. Base: 18% EPS growth, 20 P/E = 13% annual return. Bull: AI drug discovery (Isomorphic's IsoDDE) accelerates candidate flow 10x, cuts cancellations, floods backlog—favoring Medpace's 85% small client niche. Multi-bag upside if in silico speeds materialize.
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