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Healthcare U.S. Investing Ideas
LifeMD
MA
MathieuMRoy
Community Contributor
LifeMD is a diamond in the making
Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.
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US$30.30
FV
75.4% undervalued
intrinsic discount
21.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
12 days ago
author updated this narrative
Intuitive Surgical
TO
Tokyo
Community Contributor
From Battle Field to Robotic Surgery
Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.
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US$400.91
FV
29.0% overvalued
intrinsic discount
12.02%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
14 days ago
author updated this narrative
Intuitive Surgical
UN
Unike
Community Contributor
Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth
Catalysts Most Immediate Catalysts (1–2 Years) Increased Adoption of Robotic Surgery: Hospitals and surgical centers continue to adopt Intuitive Surgical’s da Vinci systems as clinical evidence shows improved outcomes and reduced recovery times. Expansion into more surgical specialties (e.g., gynecology, urology, general surgery) drives near-term revenue growth.
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US$325.55
FV
58.9% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 2 months ago
author updated this narrative
Medtronic
EV
Evangelos
Community Contributor
Medtronic Stock: A Compelling Buy for Value and Income Investors as Robotics, Innovation Catalysts Ignite Upside to $105+
Strengths and Competitive Advantages: Diverse Product Portfolio: Medtronic operates across four key segments—Cardiovascular, Medical-Surgical, Neuroscience, and Diabetes—providing revenue stability and reducing dependency on any single product line. This diversification surpasses more specialized competitors like Boston Scientific (focused on cardiovascular) or Intuitive Surgical (robotics).
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US$95.00
FV
12.0% undervalued
intrinsic discount
5.15%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
2 months ago
author updated this narrative
Elevance Health
NA
NateF
Community Contributor
ELV Market Outlook
Elevance Health, Inc. (NYSE: ELV) is a prominent player in the health benefits industry, offering a range of services including medical, pharmaceutical, dental, and behavioral health plans.
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US$390.54
FV
4.6% overvalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 months ago
author updated this narrative
Sensus Healthcare
NA
NateF
Community Contributor
SRTS Market Outlook
Sensus Healthcare, Inc. (NASDAQ: SRTS) specializes in non-invasive treatments for skin conditions, notably through its Superficial Radiation Therapy (SRT) technology.
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US$13.42
FV
67.7% undervalued
intrinsic discount
20.39%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
4 months ago
author updated this narrative
SBC Medical Group Holdings
AL
Alpharum
Community Contributor
A New Addition to my 2025 Global Portfolio?
This Japanese-based company, SBC Medical Group Holdings Inc. (NASDAQ: SBC) is now making waves in the aesthetic healthcare market, offering a promising opportunity for investors in 2025.
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US$15.00
FV
79.1% undervalued
intrinsic discount
23.53%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
5 months ago
author updated this narrative
SBC Medical Group Holdings
MR
mrbensonv
Community Contributor
Hidden Gem (NASDAQ: SBC), Empowering the Growth of Aesthetic Medicine
Hidden Gem (NASDAQ: SBC), Empowering the Growth of Aesthetic Medicine SBC Medical Group Holdings ( NASDAQ: SBC ) is making waves in the aesthetic medicine industry with its dynamic growth strategy and robust franchise model. Analysts at Zacks have set a target price of $15.40, reflecting confidence in SBC's ability to scale its operations and expand internationally.
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US$4.64
FV
32.3% undervalued
intrinsic discount
4.98%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 months ago
author updated this narrative
CVS Health
YI
yiannisz
Community Contributor
Why CVS’s Valuation Signals Opportunity
CVS Health has just faced a stock decline of about 10% after its preliminary Q3 earnings miss, which made the entire market aware. The decline is contributed largely to a $1.1 billion charge connected with its Medicare and Individual Exchange businesses and a whopping $1.2 billion restructuring charge for store closures.
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US$103.00
FV
32.6% undervalued
intrinsic discount
18.02%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
97
users have followed this narrative
6 months ago
author updated this narrative
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