Added to YB: 2026-06-09
Pitch date: 2026-06-05
XRAY [neutral]
DENTSPLY SIRONA Inc.
+37.31%
current return
Author Info
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Company Info
DENTSPLY SIRONA Inc. develops, manufactures, and markets dental equipment supported by cloud-enabled solutions, dental products, and healthcare consumable products in urology and enterology worldwide.
Market Cap
$2.0B
Pitch Price
$10.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.52
P/E
-3.18
EV/Sales
1.13
Sector
Health Care Equipment and Supplies
Category
turnaround
XRAY Looks Cheap – But We Believe Investors Should Be Careful
XRAY (overview): Down from $50 to $9.97, now 7x fwd P/E. Q1'26 rev flat (beat by $40M on conservative guide), adj EPS $0.27 vs $0.43 YoY. Dividend cut; $2B+ debt, >3x EBITDA. Red flags: DSO +2 days, shrinking deferred rev & inventory reserves propping EPS, elevated impairment risk (goodwill/intangibles >$2B vs <$2B mkt cap). Cheap but risky.
Read full article (3 min)