Added to YB: 2023-12-18
Pitch date: 2023-12-18
TMDX [bullish]
TransMedics Group, Inc.
+62.68%
current return
Author Info
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Company Info
TransMedics Group, Inc., a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally.
Market Cap
$4.5B
Pitch Price
$77.94
Price Target
155.00 (+22%)
Dividend
N/A
EV/EBITDA
35.52
P/E
51.63
EV/Sales
7.99
Sector
Health Care Equipment and Supplies
Category
growth
Increased my $TMDX position by +50%.
$TMDX: Position +50%, see 2-3yr 2x upside (25-40% CAGR). '23 guide $225M but 20% QoQ = $240M. '24 45%/'25 30% growth = $452M '25 revs, 30% EBIT margin. At '24 trades ~18x '25 EBIT. 30% growth '26 = 14x, 25% tax 19x '26 EPS undervalued. Small cap/biotech growth + high short interest fuel price on beats. Strong 2x <3yr candidate.
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