Added to YB: 2024-12-26
Pitch date: 2024-12-22
TMDX [bullish]
TransMedics Group, Inc.
+100.21%
current return
Author Info
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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
$4.5B
Pitch Price
$63.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.52
P/E
51.63
EV/Sales
7.99
Sector
Health Care Equipment and Supplies
Category
growth
LONG TMDX: A Growth Company Down 40% Due to Temporary Problems Misinterpreted as Permanent Growth Deceleration
TMDX: OCS tech leader in organ transport, 300% 5yr stock surge. Q3 rev dip due to fleet maintenance. Record Q4 flights signal market share gains despite low transplant volumes. Valuation at 7.2x TTM sales justified by growth potential, market leadership. Risks: fleet issues, prolonged volume decline. Catalysts: earnings, volume recovery, end of tax-loss selling.
Read full article (6 min)