Added to YB: 2025-05-07
Pitch date: 2025-05-05
DXCM [neutral]
DexCom, Inc.
-17.34%
current return
Author Info
No bio for this author
Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.
Market Cap
$23.5B
Pitch Price
$79.52
Price Target
85.00 (+27%)
Dividend
N/A
EV/EBITDA
21.49
P/E
33.52
EV/Sales
5.04
Sector
Health Care Equipment and Supplies
Category
value
Dexcom, Inc. (DXCM): Comprehensive Investment Analysis
DXCM (overview): Leading CGM player in underpenetrated diabetes market facing margin pressures. Q1 showed 14% organic growth but declining gross margins (57.5%). Recent FDA wins: G7 15-day sensor, OTC Stelo launch. Strong $2.6B cash, DCF value $85. Accelerating Type 2 adoption via PBM/Medicare coverage a key growth driver.
Read full article (26 min)