Professional
Added to YB: 2026-09-09
Pitch date: 2026-09-04
SOFW.TA [bullish]
SofWave Medical Ltd.
+1.59%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
Company Info
SofWave Medical Ltd. engages in the development, production, marketing, and distribution of non-invasive medical technology for skin firming and rejuvenation, tissue renewal, treatment of muscle, aging, and other physiological change in Israel, the United States, Europe, Southeast Asia, the Middle East, and internationally.
Market Cap
ILS 409.9M
Pitch Price
ILS 34.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.57
P/E
51.43
EV/Sales
3.57
Sector
Health Care Equipment and Supplies
Category
growth
Arauca Capital Portfolio Holding: SofWave Medical Ltd.
SOFW.TA (hold): Record Q2 revenue of $30.0M grew 43%, usage-fee revenue rose 51% to a record 46% of sales, gross margin reached 76.5%, and net income was $2.5M. The selloff briefly valued the shares near 10x a 2028 earnings estimate assuming roughly 30% growth. Competition is more threatening and quarterly operating leverage was limited, but through June neither company metrics nor external indicators showed pressure reaching SofWave’s economics.
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