Added to YB: 2024-03-11
Pitch date: 2024-03-08
SMLR [bullish]
Semler Scientific, Inc.
-33.48%
current return
Author Info
@LionCubsFund is a small-cap equity investor hunting for 100-baggers. Follow on Twitter.
Company Info
Semler Scientific, Inc. provides technology solutions to enhance the clinical effectiveness and efficiency of healthcare providers in the United States.
Market Cap
EUR 310.7M
Pitch Price
EUR 30.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
-85.96
P/E
5.00
EV/Sales
11.28
Sector
Health Care Equipment and Supplies
Category
growth
Semler Scientific, Inc. - $SMLR
$SMLR: 9.8 PE, 0.5 PEG, 34.09% Op Marg, >90% Gross Marg, 30%+ rev growth CAGR. Dropped 78.21% from highs. Moat doubts with patent expiring in 2027 & product replicability, 2 customers = 68% rev, FDA risk for single product QuantaFlo, GLP-1 drugs might reduce demand. High-risk/reward; small position if any.
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