Added to YB: 2024-11-20
Pitch date: 2024-11-19
TMDX [bullish]
TransMedics Group, Inc.
+64.27%
current return
Author Info
Company Info
TransMedics Group, Inc., a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally.
Market Cap
$4.6B
Pitch Price
$80.89
Price Target
180.00 (+35%)
Dividend
N/A
EV/EBITDA
36.30
P/E
52.77
EV/Sales
8.17
Sector
Health Care Equipment and Supplies
Category
growth
TransMedics - Mexican Investor
TMDX: Revolutionary organ transport tech w/ 100%+ YoY growth, 10-12% margins. Only FDA-approved OCS, NOP logistics network. Q3 rev +64% YoY, FY24 guidance $425-445M. Trades at 7x 2024 sales vs peers 20x. Risks: complex tech, high CapEx. Potential 120% upside if valued like peers.
Read full article (6 min)