Medline Inc. — Medical Instruments & Supplies. Scored on the same transparent model behind the daily rankings.
★
MDLN
Medline Inc. · Medical Instruments & Supplies
FCF$1.3bC+
Rev+11.5%B
D/E0.65C+
P/E32.8xC+
PEG3.20D
46.3Score
$37.35$66.5B
1Y Target$50.92Analyst consensus · 26 analysts
5Y Target$74.56Compound horizon
10Y Target$110.60Long-dated conviction
FCF$1.3bTTMC+
FCF $1.3b — respectable but not differentiating
Rev+11.5%TTM YoYB
Revenue +11.5% — at or above S&P median
D/E0.65C+
D/E 0.65 — above the Healthcare debt median (≈75th pctile)
P/E32.8xC+
P/E 32.8 — above the Healthcare median (≈75th pctile)
PEG3.20proxyD
PEG 3.20 — very expensive; pricing in best-case scenarios · PEG proxy: P/E ÷ revenue growth % (true PEG requires forward EPS estimates, not in Finnhub free tier).
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Quality-growth score · 46.3
Quality47.8
Growth85.1
Value24.4
Why this score
Short track record
Entry · Margin of safety
52-week rangeNear 52-week low
27% off the 12-month high
vs DCF fair value198% aboveest. fair value ~$13
What the price assumes: free cash flow compounding at ~35% a year for the next decade — vs the ~10% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability19% · C+gross profit ÷ total assets (Novy-Marx)
ROIC7.3% · C+return on invested capital — not score-weighted
Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.
Why now
Medline’s dominant Medline Brand segment is locking in hospitals and surgery centers with its front‑line care portfolio – wound care, exam gloves and incontinence products – while its Supply Chain Solutions drive recurring revenue. The business is delivering 11.5% revenue growth YoY, generating $1.3 B of free cash flow and trading at a PE of 43.3, which the Bull Rankings model flags as a growth‑heavy story that compounds as hospitals expand consumable spend. The thesis rests on the relentless demand for med‑surg consumables that compounds earnings each year.
Moat
Medline’s moat comes from its integrated supply‑chain network that services over 300,000 care sites, creating high switching costs for hospitals that rely on bundled product‑and‑logistics contracts. The Medline Brand’s breadth across surgical solutions, front‑line care and lab diagnostics gives it pricing leverage and economies of scale that new entrants cannot replicate quickly.
Risk
The stock is priced at a lofty PE of 43.3 despite only 4.1% profit margin and a modest ROE of 10.1%, exposing investors to a valuation gap if revenue growth stalls below the model’s implied 26% FCF growth. A slip in hospital capex or a competitive price war would compress margins further, and the Bull Rankings model flags a weak Value pillar (20) as a red flag. A sustained drop in free‑cash‑flow growth would confirm the bear case and topple the price.
Horizon
1-3 yr $50.92 (26-analyst consensus) — fundamentals + valuation re-rating. 5 yr $74.56 at ~15% CAGR — compounding case rests on the competitive position widening. 10 yr $110.60 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
MDLN vs the Top Picks average
Pillar
MDLN
Book avg
Diff
Quality
0.48
0.83
-0.36
Growth
0.85
0.87
in line
Value
0.24
0.76
-0.52
Averaged across the 30 names in today's Top Picks (mean score 81.6). A name can beat these averages and still be absent from the book — it also applies concentration limits.
Score history · MDLN
Trend
-6.9 over 51 daily scores
From 53.2 (Jun 22) → 46.3 (now)
One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.
MDLN at a glance
Every figure here comes from the same audited fundamentals behind the score. Charts drawn from data the score does not use say so on the card.
Analyst estimate revisions
30-day change
-5.5%
90-day change
-5.7%
Forward EPS estimate
$1.57
Over the last 90 days, what analysts expect MDLN to earn is materially lower (-5.7%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →
Position sizing · MDLN
$
%
%
Shares to buy
53
Position size
$1,980
4.0% of portfolio
Stop price
$28.01
25% below $37.35
$ at risk if stopped
$494.89
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
Medline Inc. (MDLN): score, valuation & FAQ
Medline Inc. (MDLN) is a Medical Instruments & Supplies company that scores 46.3 out of 100 on the Bull Rankings quality-growth model — a below-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
The model flags PEG (D) as weaker areas. On valuation, MDLN sits about 198% above our discounted-cash-flow fair value — the current price implies roughly 35% annual free-cash-flow growth over the next decade.
Is MDLN a good stock to buy?
Bull Rankings scores MDLN 46.3 out of 100 on its quality-growth model, which is a below-average reading. A score is a quantitative screen of Medline Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does MDLN score 46.3 on Bull Rankings?
The score leans on growth at 85.1 out of 100, with value the weakest pillar at 24.4 — the three combine geometrically, so a weak one cannot be papered over by a strong one. MDLN grades middle-of-pack across the graded signals, and is held back by PEG (D). Each signal is graded against sector-aware thresholds rather than one absolute bar, so MDLN is measured against Medical Instruments & Supplies peers, not against the market as a whole.
Is MDLN overvalued or undervalued?
Based on $37.35, MDLN sits about 198% above our discounted-cash-flow fair value — the current price implies roughly 35% annual free-cash-flow growth over the next decade. It trades at a 32.8x P/E (graded C+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in MDLN?
The stock is priced at a lofty PE of 43.3 despite only 4.1% profit margin and a modest ROE of 10.1%, exposing investors to a valuation gap if revenue growth stalls below the model’s implied 26% FCF growth. A slip in hospital capex or a competitive price war would compress margins further, and the Bull Rankings model flags a weak Value pillar (20) as a red flag. A sustained drop in free‑cash‑flow growth would confirm the bear case and topple the price.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.
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