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v0.1
MED.SW$74.60-4.11%
Fair $74.60+0.0%

MED.SW

Medartis Holding AG

Healthcare / Medical DevicesSwiss

$74.60

-3.20 (-4.11%)

Fairly Valued+0.0%Fair Value $74.60Fund rank 30/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $9.3M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

43/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 3.0%, below the 5% threshold
Thesis & Journal · MED.SWLocal privado en este navegador · Medartis Holding AG
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$927M

P/E

111.3x

↑

EV/EBITDA

23.0x

↑

ROE

3.0%

↑

Gross Margin

75.9%

↑

Debt/Equity

0.57

↑
52-Week Range$75
$72$98

TradingView lightweight chart

MED.SW price, volumen y niveles de valoración

Último $74.60Periodo +20.4%
Fair value: $74.60

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+13.8%

FCF CAGR

—

FCF margin

3.5%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $269.3M · net income $8.3M · FCF $9.3M

2022-FY → 2025-FY

Gross margin

75.9%-5.9% pts

Operating margin

0.7%+1.7% pts

Net margin

3.1%+6.3% pts

FCF margin

3.5%+15.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$269.3M$269.3M$224.8M$212.0M$182.8M
Net Income$8.3M$8.3M$3.5M$619000.00$-5.8M
EBITDA$45.7M$45.7M$30.2M$25.4M$11.7M
EPS0.670.670.280.05-0.49
Gross Margin75.9%75.9%79.5%79.0%81.8%
Operating Margin0.7%0.7%3.2%3.9%-1.0%
Net Margin3.1%3.1%1.6%0.3%-3.2%
Balance Sheet
Debt/Equity0.570.570.450.110.12
Current Ratio2.212.21———
Cash Flow
Free Cash Flow$9.3M$9.3M$21.0M$1.2M$-22.7M
Returns
ROE3.0%3.0%1.3%0.2%-2.4%
Valuation
P/E111.34111.34206.071564.00—
EV/EBITDA23.0423.0423.1237.8783.52
P/B3.373.372.653.764.08
Growth & Yield
Revenue Growth19.8%19.8%6.0%16.0%—
EPS Growth139.3%139.3%460.0%110.2%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

114.6%

muy exigente

EPS terminal req.

$6.62

Spread vs growth

24.7%

5Y implied EPS CAGR

64.3%

muy exigente

EPS terminal req.

$8.01

Spread vs growth

75.0%

10Y implied EPS CAGR

34.4%

muy exigente

EPS terminal req.

$12.90

Spread vs growth

104.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -4.5%

Total return

-4.5%

Start / end P/E

278.9x → 111.3x

EPS bridge

0.28 → 0.67

Residual

-83.7%

EPS growth+139.3%
Multiple rerating-60.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-83.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.