Added to YB: 2026-08-26
Pitch date: 2026-08-20
DXCM [neutral]
DexCom, Inc.
-0.5%
current return
Author Info
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Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally.
Market Cap
$34.8B
Pitch Price
$89.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.94
P/E
36.41
EV/Sales
6.90
Sector
Health Care Equipment and Supplies
Category
N/A
5 High-Quality MedTech Stocks, Trading Like Broken Ones - DexCom, Inc.
DXCM (quick overview): High-quality CGM name (Antares 90/100) but not cheap: PEG 2, P/FCF-to-growth 2.74, trading ~+82% above historical P/S and +123% above historical P/E. Bull case = G7 15-day rollout (~50% of US base by year-end, margin lever) + Stelo OTC/metabolic TAM expansion (first FDA Tempo participant, Nutrisense buy). Key risk: Abbott (FreeStyle Libre volume leader, Libre Duo dual glucose-ketone) in a low-switching-cost duopoly, plus declining quality of new-patient growth. Net: quality intact, valuation demanding.
Read full article (2 min)