$TMDX
TransMedics
Analysts are split 1 bullish to 0 bearish right now, so the read is stable. We track every change on this ticker and keep the clip behind each.
TMDX · LATEST CLOSE
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1 bull · 0 bearon record · distinct current stance1take tracked · cumulative, incl. history
STANCE · 7D
1 bull · 0 bear on record. Movement, not a recommendation.
We track what changes on this ticker: flips, new takes, consensus shifts. We keep the clip behind each, and never call a winner.
The case on TMDX, argument by argument
We group takes by the argument being made, so you read reasoning, not a pile of identical calls. Open any thesis to see each analyst's claim, its evidence, and the clip. Both sides are kept; neither is summarized into a house view.
The bull case1 analysts · 1 holds
One analyst can hold several arguments, so holds can exceed analysts.
Growth Valuation Multiple
Growth Valuation Multiple
Asymmetric Investing by Travis Hoium
“TMDX is a high-growth medtech company with 38% revenue CAGR, expanding TAM with new devices, and trading at a reasonable 15x forward earnings, reminiscent of Intuitive Surgical's early days.”
Why
at least in the past 3 years at 38% in compound annual basis. And over the past 5 years at over 80%.
15 times earnings. On a forward basis... Enterprise value to sales just 3.5.
Risk
this growth rate has just started to slow a little bit. I think that this is why the stock is starting to come down.
The bear case0 analysts · 0 holds
One analyst can hold several arguments, so holds can exceed analysts.
No bear argument on record yet.
1 analyst has covered TMDX so far…
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TRIAL · 30D