Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Loading...
Community
/
United States
/
Healthcare
/
TransMedics Group
Create a narrative
TransMedics Group Community
NasdaqGM:TMDX Community
3
Narratives
written by author
0
Comments
on narratives written by author
113
Fair Values set
on narratives written by author
Community Investing Ideas
TransMedics Group
Popular
Undervalued
Overvalued
TransMedics Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Organ Transplant Demand And International Expansion Will Unlock Future Opportunities
Key Takeaways Rising global demand for organ transplants and healthcare modernization support broader adoption and revenue growth for TransMedics' OCS platform. Expansion into new organs, next-gen products, and recurring service offerings increase market potential and support stronger margins.
View narrative
US$142.29
FV
19.2% undervalued
intrinsic discount
19.56%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
4 days ago
author updated this narrative
TransMedics Group
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Transplant Logistics Will Meet Demand From An Aging World
Key Takeaways Dominance in next-generation organ transplant solutions, logistics, and comprehensive platforms positions TransMedics for rapid global share gains and recurring high-margin revenue growth. Structural healthcare trends and expansion into new geographies create a long runway for multi-organ adoption and sustained long-term revenue momentum.
View narrative
US$170.00
FV
32.4% undervalued
intrinsic discount
21.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
TransMedics Group
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Cost Pressures And Supply Risks Will Weaken Transplant Market Viability
Key Takeaways Greater emphasis on preventive care and new therapies threaten future demand and technological relevance for the company's solutions. High costs, tightening healthcare budgets, and global risks may put ongoing pressure on margins, growth, and profitability.
View narrative
US$114.00
FV
0.8% overvalued
intrinsic discount
17.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
16 days ago
author updated this narrative
Your Valuation for
TMDX
TMDX
TransMedics Group
Your Fair Value
US$
Current Price
US$114.96
24.5% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-48m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.1b
Earnings US$149.1m
Advanced
Set Fair Value