Professional
Added to YB: 2024-01-24
Pitch date: 2024-01-24
DXCM [bullish]
DexCom, Inc.
-48.15%
current return
Author Info
No bio for this author
Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.
Market Cap
$23.5B
Pitch Price
$129.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.49
P/E
33.52
EV/Sales
5.04
Sector
Health Care Equipment and Supplies
Category
growth
Hermes Investment holding: Dexcom ($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
Read full article (2 min)