Added to YB: 2025-09-02
Pitch date: 2025-08-29
TCMD [bullish]
Tactile Systems Technology, Inc.
+130.06%
current return
Author Info
DeepValue Capital is investing in quality turnaround companies. Sign up for the newsletter.
Company Info
Tactile Systems Technology, Inc., a medical technology company, develops and provides medical devices to treat underserved chronic diseases in the United States.
Market Cap
$675.4M
Pitch Price
$13.24
Price Target
53.00 (+74%)
Dividend
N/A
EV/EBITDA
18.77
P/E
39.44
EV/Sales
2.01
Sector
Health Care Equipment and Supplies
Category
value
Tactile Systems | How a $300M Medical Device Company Can Quadruple
TCMD: Niche medical device co trading 8x FCF despite 11% revenue CAGR since 2019. Category-leading products: Flexitouch (only FDA-cleared head/neck lymphedema device), AffloVest (+52% YoY growth), new Nimbl platform. Strong balance sheet w/ $96M cash vs $22M debt. $53 price target by 2028 (4x return, 51% CAGR). Risks: competitive threats from Koya's Dayspring, stock-based comp dilution.
Read full article (9 min)