Masimo Corporation

Informe acción NasdaqGS:MASI

Capitalización de mercado: US$9.4b

Masimo Dirección

Dirección controles de criterios 0/4

El CEO de Masimo es Katie Szyman , nombrado en Feb 2025, tiene una permanencia de 1.25 años. compensación anual total es $19.91M, compuesta por 4.3% salario y 95.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.025% de las acciones de la empresa, por valor de $2.37M. La antigüedad media del equipo directivo y de la junta directiva es de 1.3 años y 1.6 años, respectivamente.

Información clave

Katie Szyman

Chief Executive Officer (CEO)

US$19.9m

Compensación total

Porcentaje del salario del CEO4.27%
Permanencia del CEO1.3yrs
Participación del CEO0.03%
Permanencia media de la dirección1.3yrs
Promedio de permanencia en la Junta Directiva1.6yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 12

MASI: Cash Deal Terms And Legal Outcomes Will Shape Future Returns

Analysts held Masimo's fair value estimate steady at $180 per share, with only small tweaks to discount rate, growth, margin, and P/E assumptions as they factor in the agreed $180 per share cash acquisition by Danaher and recent shifts in research coverage and ratings. Analyst Commentary Recent research coverage on Masimo has shifted toward a more balanced stance after the agreed cash acquisition by Danaher at US$180 per share, with several firms resetting ratings and price targets around the deal terms.
Actualización de narrativa Apr 23

MASI: Danaher Cash Offer And Legal And Deal Completion Risks Will Dominate

The analyst fair value estimate for Masimo has been adjusted from $177 to $180, with analysts pointing to the agreed $180 per share cash acquisition by Danaher as the key anchor for updated price targets and ratings. Analyst Commentary Recent research on Masimo has shifted from growth driven valuation debates to a focus on the agreed US$180 per share cash offer from Danaher as the primary reference point for fair value and ratings.
Actualización de narrativa Apr 09

MASI: Danaher Cash Offer And Legal Outcomes Will Steer Deal Path

The analyst price target for Masimo has been trimmed by about $1.60 to $177.00, as analysts factor in a slightly higher discount rate and a modestly lower future P/E, while aligning expectations with the $180 per share cash acquisition offer from Danaher. Analyst Commentary Recent research on Masimo has become highly focused on the agreed cash acquisition by Danaher at $180 per share, with most coverage shifting from long term growth narratives to deal related outcomes and near term valuation anchor points.
Actualización de narrativa Mar 25

MASI: Danaher Cash Offer And Patent Rulings Will Shape Deal Outcome

Analysts kept Masimo's fair value estimate steady at $178.60 while aligning their price targets around the agreed $180 per share cash acquisition by Danaher, with recent rating changes reflecting the view that any potential upside is now largely tied to the deal closing as planned. Analyst Commentary Recent research on Masimo centers on the agreed US$180 per share cash offer from Danaher, with ratings and targets now clustered around that level.
Actualización de narrativa Mar 05

MASI: Danaher Cash Deal And Legal Overhang Will Frame Future Returns

The updated analyst price target for Masimo edges down by $0.15 to $178.60, as analysts anchor their views to Danaher's agreed $180 per share cash acquisition and recent rating moves to Neutral or No Rating. Analyst Commentary Recent research around Masimo has centered on the agreed US$180 per share cash acquisition by Danaher, with most analysts reframing their views around deal completion rather than standalone upside or downside.
Actualización de narrativa Feb 18

MASI: Danaher Cash Buyout Will Define Future Returns And Key Risks

Analysts have trimmed their Masimo fair value estimate from $183.13 to $178.75 to align expectations with the agreed $180 per share cash acquisition by Danaher. This shift is reflected in new Hold and Neutral ratings that are centered around the $180 level.
Seeking Alpha Feb 17

Masimo: Danaher Acquisition Saves The Company From Lackluster Performance

Summary Masimo Corporation agreed to be acquired by Danaher for $180/share, valuing MASI at $9.9B. The acquisition offers a strong strategic fit, combining MASI's non-invasive oximetry with DHR's invasive diagnostics for comprehensive acute care solutions. Shareholders benefit from a 34% stock price surge and a potential 2.8% spread to deal close, with minimal market risk. Holding MASI shares until the deal closes offers a relatively safe, low-stress return, though opportunity cost and regulatory risk remain. Read the full article on Seeking Alpha
Actualización de narrativa Nov 21

MASI: Renewed Philips Partnership Will Drive Outperformance Despite Market Challenges

Analysts have adjusted their price target for Masimo downward from approximately $188 to $183. This change is attributed to shifts in revenue growth estimates and a strengthening profit margin following recent partnership developments and ongoing market challenges.
Artículo de análisis Sep 12

Is Masimo Corporation (NASDAQ:MASI) Potentially Undervalued?

Masimo Corporation ( NASDAQ:MASI ), might not be a large cap stock, but it received a lot of attention from a...
Artículo de análisis Aug 01

Calculating The Fair Value Of Masimo Corporation (NASDAQ:MASI)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Masimo fair value estimate is US$136 Masimo's US$154 share...
Artículo de análisis Jun 19

Is Masimo (NASDAQ:MASI) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 29

Is It Time To Consider Buying Masimo Corporation (NASDAQ:MASI)?

Masimo Corporation ( NASDAQ:MASI ), is not the largest company out there, but it saw significant share price movement...
Seeking Alpha Apr 25

Masimo: Priced Dearly Given Uncertainty

Summary Masimo Corporation, a mid-cap healthcare firm, has a new CEO and is navigating considerable uncertainty. Some aspects of the company's divestiture of its consumer business are still unclear. Despite this, the stock is generally well liked within the analyst firm community, following solid Q4 results. An analysis around Masimo Corporation follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

Masimo: A Stellar Performance After The Dust Has Settled

Summary Masimo's proxy fight and Sound United acquisition distracted from the core business, but resolution and focus on healthcare are driving value and momentum. Shares surged over 50% since July due to strong Q2 results and improved earnings guidance, despite ongoing challenges and leadership changes. Current valuations are demanding, suggesting an opportune time for profit taking, while I maintain a position for long-term growth potential. Divesting Sound United could reduce debt, enhancing focus on the core med-tech business with promising double-digit organic growth. Read the full article on Seeking Alpha
Seeking Alpha Sep 25

Masimo Corporation: Too Much Uncertainty For Now

Summary Masimo Corporation's stock has underperformed, with shares down 6% versus SPY's 15% increase, due to mixed margins and lack of meaningful catalysts. The company's financials show low ROA, ROE, and ROTC, with tight margins and a concerning interest coverage ratio of 2.6x. The sale of Sound United and recent partnerships with Google and Qualcomm offer potential, but the future growth sustainability remains uncertain. Internal management struggles and recent board shakeup add to the volatility, making me cautious and opting to stay on the sidelines for now. Read the full article on Seeking Alpha
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Nueva narrativa Aug 28

Sensors Surge And Decisive Shifts Set To Soar In Healthcare Triumph

Increased hospital admissions and successful hospital conversions to Masimo products are anticipated to continue driving healthcare revenue growth.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Katie Szyman en comparación con los beneficios de Masimo?
FechaCompensación totalSalarioIngresos de la empresa
Apr 04 2026n/an/a

US$217m

Jan 03 2026US$20mUS$850k

US$208m

Compensación vs. Mercado: La compensación total de Katie($USD19.91M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.38M).

Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Katie con los resultados de la empresa.


CEO

Katie Szyman (58 yo)

1.3yrs
Permanencia
US$19,908,496
Compensación

Ms. Catherine M. Szyman, also known as Katie, serves as Chief Executive Officer and Director at Masimo Corporation since February 12, 2025. She is an Independent Director of Inari Medical, Inc. since Novem...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Catherine Szyman
CEO & Director1.3yrsUS$19.91m0.025%
$ 2.4m
Micah Young
Executive VP & CFO8.6yrsUS$4.46m0.049%
$ 4.6m
Anand Sampath
Executive Vice President of Operationsless than a yearUS$1.80m0.065%
$ 6.1m
Charles Dadswell
Executive VP & General Counsel1.3yrsUS$2.68msin datos
Greg Meehan
Chief Commercial Officerless than a yearUS$2.22msin datos
Paul Hataishi
Senior VP & Chief Accounting Officer3.3yrssin datossin datos
Yongsam Lee
Executive VP & Chief Information Officer24.1yrsUS$1.49msin datos
Steven Barker
Chairman of Scientific Advisory Board & Chief Science Officer11.2yrsUS$139.56ksin datos
Matthew Brinckman
Senior Vice President of FP&A and Investor Relationsno datasin datossin datos
Tim Benner
Chief Marketing & Strategy Officerless than a yearsin datossin datos
Elisabeth Hellmann
Chief Human Resources Officer1.1yrssin datos0.00041%
$ 38.4k
Ammar Al-Ali
Chief of Engineeringless than a yearUS$992.45ksin datos
1.3yrs
Permanencia media
59yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de MASI no se considera experimentado ( 1.3 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Catherine Szyman
CEO & Director1.3yrsUS$19.91m0.025%
$ 2.4m
Steven Barker
Chairman of Scientific Advisory Board & Chief Science Officerno dataUS$139.56ksin datos
Wendy Lane
Independent Director1.6yrsUS$276.53k0.0050%
$ 466.3k
Timothy Scannell
Independent Director1.6yrsUS$277.49k0.0050%
$ 466.3k
Darlene J. Solomon
Independent Director1.7yrsUS$294.85k0.0034%
$ 320.2k
Quentin Koffey
Independent Vice-Chairman2.9yrsUS$309.10k0%
$ 0
Michelle Brennan
Independent Chairman2.9yrsUS$1.61m0.016%
$ 1.5m
1.6yrs
Permanencia media
60yo
Promedio de edad

Junta con experiencia: La junta directiva de MASI no se considera experimentada (1.6 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 09:32
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/04/04
Ingresos anuales2026/01/03

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Masimo Corporation está cubierta por 22 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Michael PolarkBaird
Charley JonesBarrington Research Associates, Inc.
Ravi MisraBerenberg