Professional
Added to YB: 2024-05-08
Pitch date: 2024-03-31
MASI [bullish]
Masimo Corporation
-5.33%
current return
Author Info
No bio for this author
Company Info
Masimo Corporation develops, manufactures, and markets various patient monitoring technologies, and automation and connectivity solutions worldwide.
Market Cap
$8.0B
Pitch Price
$146.13
Price Target
272.00 (+97%)
Dividend
N/A
EV/EBITDA
38.22
P/E
-33.52
EV/Sales
3.80
Sector
Health Care Equipment and Supplies
Category
special_situation
Baron Discovery Fund New Portfolio Holding: Masimo Corporation
MASI: Market leader in high-end vital sign monitoring. Spinning off Sound United consumer biz to focus on core healthcare ($1.3B rev, 85% recurring). Sees 2x rev growth in 7yrs from new products, customers & increased usage. Activist involved. Apple lawsuit upside. 2x return potential.
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