Professional
Added to YB: 2026-03-06
Pitch date: 2026-02-11
SOFW.TA [bullish]
SofWave Medical Ltd.
+11.83%
current return
Author Info
ANEK is a research and investment firm focused exclusively on publicly listed technology and growth companies, with over 50% of our portfolios invested in Israeli or Israel-related companies. We specialize in SMID-cap companies in which we see significant, untapped potential. Visit the website.
Company Info
SofWave Medical Ltd. engages in the development, production, marketing, support, and distribution of ultrasound technology for non-invasive skin rejuvenation and firming treatment in Israel and internationally.
Market Cap
ILS 173.3M
Pitch Price
ILS 37.70
Price Target
67.86 (+63%)
Dividend
N/A
EV/EBITDA
-85.54
P/E
-36.35
EV/Sales
2.45
Sector
Health Care Equipment and Supplies
Category
growth
SofWave Medical Ltd. - $SOFW.TA
SOFW.TA: Israeli med aesthetics co w/ pain-free ultrasound skin tightening. Razorblade model: devices at 60% GM, consumables at ~100% GM. 41% rev CAGR (2021-25), zero debt, $35M cash, shifted profitable. Project $158M rev by 2027 (11x P/E vs peers at 30-61x). Catalysts: NASDAQ listing, China entry 2026, Japan ramp, Pure Impact body contouring. Kardashian endorsements + GLP-1 tailwinds boost demand. Risks: intense competition from InMode/BTL/Classys, regulatory changes, execution. Bull case: $201M rev, $55M profit 2027; weighted 32% IRR to 2027.
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