Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
EW [bullish]
Edwards Lifesciences Corporation
-4.6%
current return
Author Info
No bio for this author
Company Info
Edwards Lifesciences Corporation provides products and technologies to treat advanced cardiovascular diseases in the United States, Europe, Japan, and internationally.
Market Cap
$50.9B
Pitch Price
$91.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.39
P/E
52.66
EV/Sales
7.28
Sector
Health Care Equipment and Supplies
Category
growth
Baron Asset Fund New Portfolio Holding: Edwards Lifesciences Corporation
EW: Edwards Lifesciences’ dominant TAVR franchise and decade-built mitral and tricuspid valve portfolio provide exposure to a combined addressable market approaching $20 billion. Expanded TAVR indications should grow the market, Medicare changes should increase the number of treatment centers, and competitor setbacks should support share gains, while TMTT offers a large greenfield opportunity. With 78% gross and 27% operating margins, revenue could compound at low-double-digit rates and EPS in the mid-teens.
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