1Y Target$143.67Near-term target
5Y Target$265.28Compound horizon
10Y Target$690.29Long-dated conviction
FCF$227mTTM · 03/26CFCF $227m — modest; watch for margin expansion · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+32.3%TTM YoYARevenue +32.3% — hypergrowth, top decile
D/E0.89BD/E 0.89 — at market average, manageable
P/S2.7xA-P/S 2.7x — cheap for any tech/growth name
PEG0.16APEG 0.16 — exceptional; paying well under fair value for growth
Why now
Medical Instruments & Supplies · market cap $5.8b. 6% off the 52-week high of $139.67. Revenue growing +32% — in hypergrowth territory. PEG 0.16 — paying under fair value for the growth rate. 9 sell-side analysts rate this a Hold with a mean 1-yr target of $143.67 (implying +9% upside).
Moat
FCF converts 16695% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Currently unprofitable (margin -47.4%) — path to GAAP profitability is the core thesis risk. ROE 0% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Horizon
1-3 yr $143.67 (9-analyst consensus) — catalyst-driven; binary events dominate. 5 yr $265.28 — requires the platform / technology to reach commercial scale. 10 yr $690.29 — return distribution heavily skewed.
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.