Added to YB: 2025-11-25
Pitch date: 2025-09-25
TFX [bullish]
Teleflex Incorporated
-4.55%
current return
Author Info
No bio for this author
Company Info
Teleflex Incorporated designs, develops, manufactures, and supplies single-use medical devices for common diagnostic and therapeutic procedures in critical care and surgical applications worldwide.
Market Cap
$4.6B
Pitch Price
$117.13
Price Target
160.00 (+43%)
Dividend
1.31%
EV/EBITDA
7.74
P/E
-14.29
EV/Sales
2.23
Sector
Health Care Equipment and Supplies
Category
special_situation
Teleflex Incorporated - $TFX
TFX: Med device co breaking up via spin of mature urology/OEM unit ($1.4B rev, 2% growth) from higher-growth vascular/surgical RemainCo ($2.1B rev, 5% growth). Multiple cash offers received for spin unit may accelerate process vs 6mo timeline. 30% upside to $160 on 8% FCF yield vs 10% today, 45% on peer multiples.
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