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Added to YB: 2024-08-07

Pitch date: 2024-08-05

MED [bullish]

Medifast, Inc.

-38.46%

current return

Author Info

Company Info

Medifast, Inc., through its subsidiaries, operates as a health and wellness company that provides habit-based and coach-guided lifestyle solutions to address obesity and support a healthy life in the United States.

Market Cap

$139.5M

Pitch Price

$19.50

Price Target

200.00 (+1518%)

Dividend

N/A

EV/EBITDA

-0.44

P/E

-21.05

EV/Sales

-0.02

Sector

Personal Care Products

Category

turnaround

Show full summary:
Give us six months, we’ll take off the weight: Medifast $MED and LifeMD $LFMD

MED: Structured weight loss co adapting to GLP-1 era. Rev down 44% to $900M, profit -53% to $67M. New model: GLP-1 support, sports nutrition, LFMD partnership. $150M cash, no debt. 37k gig coaches allow cost flexibility. Risks: obsolescence, insider selling. Upside: potential 10x if rev returns to $1.6B peak & P/S recovers to 1.5x from 0.26x.

Read full article (7 min)