Global Healthcare Undervalued over 20% based on DCF

Alcon

Market Cap: CHF 34.3b

Researches, develops, manufactures, distributes, and sells eye care products worldwide.

Shenzhen Mindray Bio-Medical Electronics

Market Cap: CN¥279.0b

Shenzhen Mindray Bio-Medical Electronics Co., Ltd.

Cardinal Health

Market Cap: US$37.6b

Operates as a healthcare services and products company in the United States, Canada, Europe, Asia, and internationally.

GE HealthCare Technologies

Market Cap: US$32.9b

Engages in the development, manufacture, and marketing of products, services, and complementary digital solutions used in the diagnosis, treatment, and monitoring of patients in the United States, Canada, and internationally.

DexCom

Market Cap: US$30.9b

A medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.

Labcorp Holdings

Market Cap: US$22.1b

Provides laboratory services.

Coloplast

Market Cap: DKK 135.4b

Engages in the development and sale of intimate healthcare products and services in Denmark, the United States, the United Kingdom, France, and internationally.

Quest Diagnostics

Market Cap: US$19.8b

Provides diagnostic testing and services in the United States and internationally.

Zimmer Biomet Holdings

Market Cap: US$19.7b

Operates as a medical technology company worldwide.

Sonova Holding

Market Cap: CHF 13.4b

Manufactures and sells hearing care solutions for children and adults in Switzerland, the United States, rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Hologic

Market Cap: US$15.1b

Engages in the development, manufacture, and supply of diagnostics products, medical imaging systems, and surgical products for women's health through early detection and treatment worldwide.

Rede D'Or São Luiz

Market Cap: R$80.0b

Operates a network of hospitals in Brazil.

IHH Healthcare Berhad

Market Cap: RM 61.5b

An investment holding company, offers healthcare services in Malaysia, Singapore, Turkey, India, China, Japan, Europe, and internationally.

Cooper Companies

Market Cap: US$14.0b

Develops, manufactures, and markets contact lens wearers.

Solventum

Market Cap: US$12.7b

A healthcare company, develops, manufactures, and commercializes a portfolio of solutions to address critical customer and patient needs in the United States and internationally.

Baxter International

Market Cap: US$12.2b

Through its subsidiaries, provides a portfolio of healthcare products in the United States.

Hims & Hers Health

Market Cap: US$11.7b

Operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, and internationally.

Huadong Medicine

Market Cap: CN¥74.3b

Engages in the wholesale and retail of pharmaceutical products in China and internationally.

Shanghai Pharmaceuticals Holding

Market Cap: CN¥63.7b

Shanghai Pharmaceuticals Holding Co., Ltd.

HealthEquity

Market Cap: US$8.0b

Provides technology-enabled services platforms to consumers and employers in the United States.

Chemed

Market Cap: US$6.3b

Provides hospice and palliative care services to patients through a network of physicians, registered nurses, home health aides, social workers, clergy, and volunteers primarily in the United States.

ConvaTec Group

Market Cap: UK£4.7b

Engages in the development, manufacturing, and sale of medical products, services and technologies in Europe, North America, and internationally.

Waystar Holding

Market Cap: US$6.0b

Develops a cloud-based software solution for healthcare payments.

Galenica

Market Cap: CHF 4.2b

Operates as a healthcare service provider in Switzerland and internationally.

EBOS Group

Market Cap: NZ$8.3b

Engages in the marketing, wholesale, and distribution of healthcare, medical, pharmaceutical, and animal care products in Australia, Southeast Asia, and New Zealand.

Mouwasat Medical Services

Market Cap: ر.س15.6b

Engages in the acquisition, management, operation, and maintenance of hospitals, medical centers, drug stores, and pharmacies in the Kingdom of Saudi Arabia.

Amplifon

Market Cap: €3.4b

Engages in the distribution of hearing solutions and the fitting of customized products that helps people to rediscover various emotions of sound in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Ambu

Market Cap: DKK 24.2b

A medical technology company, develops, produces, and sells medical devices to hospitals, clinics, and rescue services worldwide.

Integer Holdings

Market Cap: US$3.7b

Operates as a medical device contract development and manufacturing company in the United States, Puerto Rico, Costa Rica, and internationally.

Jointown Pharmaceutical Group

Market Cap: CN¥26.7b

Provides pharmaceutical supply chain services in China.

Envista Holdings

Market Cap: US$3.4b

Develops, manufactures, markets, and sells dental products in the United States, China, and internationally.

Amedisys

Market Cap: US$3.3b

Provides healthcare services in the United States.

Hapvida Participações e Investimentos

Market Cap: R$17.6b

Operates in the health sector in Brazil.

GeneDx Holdings

Market Cap: US$3.0b

A genomics company, provides genetic testing services.

Ansell

Market Cap: AU$4.5b

Designs, sources, develops, manufactures, distributes, and sells hand and body protection solutions in the Asia Pacific, Europe, the Middle East, Africa, Latin America, the Caribbean, and North America.

KPJ Healthcare Berhad

Market Cap: RM 12.4b

An investment holding company, engages in the operation of specialist hospitals in Malaysia, Thailand, and Bangladesh.