Professional
Added to YB: 2025-12-19
Pitch date: 2025-12-17
DXCM [neutral]
DexCom, Inc.
+8.99%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally.
Market Cap
$27.1B
Pitch Price
$66.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.11
P/E
33.71
EV/Sales
5.69
Sector
Health Care Equipment and Supplies
Category
N/A
Pernas Research Passes On: DexCom, Inc.
DXCM (pass): CGM leader w/ razor-blade model faces 2 headwinds: 1) CMS competitive bidding starting 2027 adds to existing 2-3% annual price compression 2) GLP-1 adoption may reduce Type 2 diabetes patients needing intensive insulin mgmt, uncertain long-term CGM demand despite behavioral value
Read full article (1 min)