TMDX REMAINS EXTREMELY CHEAP 👇🏻

8899Nar
07-31

$TransMedics Group, Inc.(TMDX)$ PRICE TARGET: $182 --> $195

POTENTIAL UPSIDE: +56% ✅

"TransMedics reported very good Q2 numbers, profit margin of 22% is >2x expectations and guidance was raised again to 35% growth"

ASSUMPTIONS:

LTM Revenue: $0.531B

5Y Revenue CAGR: 24% --> 23%

2030 Profit Margin: 22% --> 23%

2030 PE Ratio: 40

Shares outstanding: 0.0406B

Shares dilution: 2%/year

VALUATION:

Q2 2030 $TMDX SHARE PRICE =

0.531 * (1.23)^5 * 0.23 * 40 /

[0.0406 * (1.02)^5] = 307$

You can now choose the discount rate that you prefer, for Transmedics I want to use 12%

ACTUAL PRICE: $125

FAIR VALUE: $174

PRICE TARGET (1Y): $195

POTENTIAL UPSIDE: +56%

EXPECTED RETURNS: 19.7%/year

DIVIDEND YIELD: -

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