Added to YB: 2026-03-06
Pitch date: 2026-03-05
DXCM [neutral]
DexCom, Inc.
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 for the management of diabetes and metabolic health in the United States and internationally.
Market Cap
$28.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.96
P/E
34.97
EV/Sales
5.90
Sector
Health Care Equipment and Supplies
Category
growth
3 untalked compounders on my radar - DexCom, Inc.
DXCM (watchlist): Continuous glucose monitor leader expanding TAM via OTC Stelo launch (~25M US adults), new 15-day G7 sensor driving 63-64% gross margins, Medicare/PBM coverage adding 6M lives by end-2025. 17.4% rev CAGR past 3yr, 15.2% fwd guide. 30%+ ROIC. Needs 13% rev growth for 15% IRR at 28x exit, 23.5% FCF margin.
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