Added to YB: 2024-03-11
Pitch date: 2024-03-08
SMLR [bullish]
Semler Scientific, Inc.
-41.2%
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
$330.8M
Pitch Price
$30.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
-90.09
P/E
5.36
EV/Sales
11.83
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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