Delcath Systems

Operational Hurdles Will Stunt Clinical Expansion Despite Emerging Promise

AnalystLowTarget

Not Invested

Community Contributor

Published

27 Aug 25

Updated

14 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-9.1%

0.4%

-9.1%

0.4%

You can edit this narrative until Dec 15 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$1844.7% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 14 Dec 25

Fair value Decreased 14%

DCTH: CHOPIN Data Expected To Drive Stronger Uptake Despite Near-Term Guidance Reset

Analysts have trimmed their fair value estimate for Delcath Systems to $18.00 from $21.00, reflecting lower near term revenue growth assumptions after soft preliminary guidance. This comes despite sustained confidence in Hepzato uptake driven by positive CHOPIN trial data and improving profit margin expectations.

AnalystLowTarget Fair Value

US$18

44.7% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

23.48%

Medical Equipment revenue growth rate

6.82%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.67%

Calculation

US$27.09m

Earnings '28

34.00x

PE Ratio '28

US$921.30m

Market Cap '28

US$921.30m

Market Cap '28

41.73m

No. shares '28

US$22.08

Share Price '28

US$22.08 Share Price '28

Discounted to 2025 @ 7.68% p.a.

US$17.69

Fair Value '25