Added to YB: 2025-03-03
Pitch date: 2025-02-28
MEDP [bullish]
Medpace Holdings, Inc.
+87.15%
current return
Author Info
TiredSalaryBear focuses on investing in compounders, certain special situations and options trading. 2023: 27% 2024: 51% Sign up for the newsletter.
Company Info
Medpace Holdings, Inc. provides clinical research-based drug and medical device development services in North America, Europe, Asia, South America, Africa, and Australia.
Market Cap
$16.9B
Pitch Price
$327.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.24
P/E
35.52
EV/Sales
5.95
Sector
Life Sciences Tools and Services
Category
value
2 Great Businesses On Sale - Medpace Holdings, Inc.
MEDP: Full-service CRO for small/mid biotech. 55.4% CAGR EPS growth (2016-2024). 28-40% ROC. Narrow moat: expertise, tech, relationships. Outsourcing trend (51% in 2022, 56% by 2025). Focus: oncology, rare diseases. 32x avg PE implies 27% undervaluation. 8% earnings growth. Long-term play on biotech R&D outsourcing.
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