Added to YB: 2026-06-30
Pitch date: 2026-06-26
TMDX [bullish]
TransMedics Group, Inc.
-3.94%
current return
Author Info
No bio for this author
Company Info
TransMedics Group, Inc., a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally.
Market Cap
$2.4B
Pitch Price
$70.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.73
P/E
15.33
EV/Sales
4.35
Sector
Health Care Equipment and Supplies
Category
growth
5 Great Businesses with Broken Stock Prices - TransMedics Group, Inc.
TMDX: Organ Care System leader, FDA-approved lung/liver/heart. Rev exploding, EBITDA & net income positive since Q4'23. $900M debt vs $400M cash. Stock -20%+ post-Q1 on EPS miss (driven by growth investments, not deterioration); déjà vu of Q3'24 -30% that reaccelerated. Author long from ~$88. Trades ~9x 2028 EBITDA, <3x 2028 rev. Targets 10k transplants by '28, 30k by '32 vs ~5k now, excl. CHOPS upside.
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