Professional
Added to YB: 2026-05-28
Pitch date: 2026-05-24
PDEX [neutral]
Pro-Dex, Inc.
-1.84%
current return
Author Info
Long Cast Advisers seeks to grow wealth through long-term concentrated investing in small-cap stocks. Follow on Twitter/X.
Company Info
Pro-Dex, Inc. designs, develops, manufactures, and sells powered surgical instruments for medical device original equipment manufacturers worldwide.
Market Cap
$208.2M
Pitch Price
$64.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.01
P/E
18.01
EV/Sales
2.91
Sector
Health Care Equipment and Supplies
Category
special_situation
Long Cast Advisers Portfolio Holding: $PDEX
PDEX (holding update): Acquired primary supplier, may pressure margins short-term but boosts long-term upside. BV/share CAGR 20% over 7yrs. Renewed 'customer 1' contract supports earnings; fairly valued at 15x EBITDA. Zimmer Biomet's mBos system launch ('27) could accelerate value via PDEX's critical supplier role + valuation rights from Monogram sale. Major upside if commercialization succeeds.
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