Professional
Added to YB: 2024-05-08
Pitch date: 2024-03-31
MASI [bullish]
Masimo Corporation
+22.14%
current return
Author Info
No bio for this author
Company Info
Masimo Corporation engages in the development, manufacture, and marketing of various patient monitoring technologies, and automation and connectivity solutions worldwide.
Market Cap
$9.2B
Pitch Price
$146.13
Price Target
272.00 (+52%)
Dividend
N/A
EV/EBITDA
27.28
P/E
46.24
EV/Sales
6.32
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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