Professional
Added to YB: 2024-01-24
Pitch date: 2024-01-24
DXCM [bullish]
DexCom, Inc.
-44.04%
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
$27.1B
Pitch Price
$129.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.11
P/E
33.71
EV/Sales
5.69
Sector
Health Care Equipment and Supplies
Category
growth
Hermes Investment holding: Dexcom ($DXCM)
$DXCM: CGM leader enhancing diabetes care; sales up 29x since 2012 w/ recurring revs; vast untapped mkt of 50M potential users; EBITDA from -$26M to $391M; GLP-1 fears overblown as it's complementary for type 2 & doesn't impact type 1 core mkt; cost-effective for $760B global diabetes spend
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