Solventum (SOLV) Resumen de Acciones
Solventum Corporation, empresa del sector sanitario, desarrolla, fabrica y comercializa una cartera de soluciones para atender necesidades críticas de clientes y pacientes en Estados Unidos e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 1/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
SOLV Community Fair Values
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Analyst Price Targets
Competidores de Solventum Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$76.75 |
| Máximo en las últimas 52 semanas | US$88.20 |
| Mínimo de 52 semanas | US$62.38 |
| Beta | 0.65 |
| Cambio en 1 mes | 11.28% |
| Variación en 3 meses | 5.22% |
| Cambio de 1 año | 5.63% |
| Variación en 3 años | n/a |
| Variación en 5 años | n/a |
| Variación desde la OPV | -4.06% |
Noticias y actualizaciones recientes
Artículo de análisis • May 13
Solventum's (NYSE:SOLV) Solid Earnings May Rest On Weak Foundations
The market for Solventum Corporation's ( NYSE:SOLV ) stock was strong after it released a healthy earnings report last...
Actualización de narrativa • Apr 29
SOLV: 2026 Capital Allocation And Margin Discipline Will Support P/E Re Rating
The analyst price target for Solventum has been trimmed by about $1, reflecting recent cuts to Street targets and updated assumptions for slightly lower revenue, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with several firms revising price targets and one new initiation with a bearish stance.Recent updates
Artículo de análisis • May 13
Solventum's (NYSE:SOLV) Solid Earnings May Rest On Weak Foundations
The market for Solventum Corporation's ( NYSE:SOLV ) stock was strong after it released a healthy earnings report last...Actualización de narrativa • Apr 29
SOLV: 2026 Capital Allocation And Margin Discipline Will Support P/E Re Rating
The analyst price target for Solventum has been trimmed by about $1, reflecting recent cuts to Street targets and updated assumptions for slightly lower revenue, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with several firms revising price targets and one new initiation with a bearish stance.Actualización de narrativa • Apr 15
SOLV: 2026 Capital Allocation And Margin Execution Will Support Multiple Expansion
The analyst price target for Solventum has been trimmed by about $5, as analysts factor in more conservative profit margin assumptions and slightly higher required returns, despite mixed recent rating changes on the stock. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with target changes and rating shifts clustered around the latest earnings update and subsequent model revisions.Seeking Alpha • Apr 08
Solventum: A Hidden Breakup Story In Healthcare
Summary Solventum has a few good businesses, but the market is treating it as a complicated company. Its main parts are MedSurg, Dental, HIS, and a smaller Water / All Other. The thesis says the stock looks much cheaper than the value of the parts. The business could be worth about $166.6 per share based on SOTP analysis. The main idea is to keep MedSurg as the core business and see more value in the other parts on their own. Even in a portfolio simplification case, followed by Operational Margin increase, the shares could surge to as high as $186 per share. Read the full article on Seeking AlphaActualización de narrativa • Mar 22
SOLV: 2026 Capital Allocation And Medtech Positioning Will Support Multiple Expansion
Analysts have modestly raised Solventum's implied price target to about $90.17, with recent research citing updated models after Q4 earnings, a series of upgrades, and adjusted assumptions for the discount rate and future P/E as key drivers of the change. Analyst Commentary Recent Street research around Solventum centers on refreshed models after Q4 earnings, a series of rating changes, and a wide range of price targets that cluster around the low to mid double digits.Actualización de narrativa • Mar 07
SOLV: 2026 Medtech Positioning And Capital Allocation Agenda Will Drive Future Upside
The analyst price target for Solventum has been adjusted from $89.25 to about $90.17, reflecting updated models after recent earnings and a series of supporting revisions from multiple firms that now view it as one of their preferred MedTech ideas heading into 2026. Analyst Commentary Recent research updates on Solventum cluster around revised models after earnings and a reset of expectations for large cap MedTech into 2026, with several firms adjusting price targets and ratings as they refine their views on valuation and execution risk.Actualización de narrativa • Feb 21
SOLV: 2026 Medtech Setup And Top-Idea Status Will Drive Future Upside
Solventum's analyst price targets have moved modestly higher toward $105, with analysts pointing to a more constructive medtech setup into 2026 and highlighting the stock as one of their preferred large cap ideas following recent upgrades at several firms. Analyst Commentary Recent research has focused on how Solventum fits into a broader large cap medtech group, with several firms adjusting targets and ratings as they refine expectations into 2026.Actualización de narrativa • Feb 06
SOLV: Top-Idea Status And Buybacks Will Support Future Upside Potential
Analysts have nudged their price target on Solventum higher, with the fair value estimate moving from about $88.55 to $89.25. This change reflects updated expectations for slightly faster revenue growth and modestly higher future P/E multiples following recent upgrades and more constructive views on large cap MedTech coverage.Actualización de narrativa • Jan 21
SOLV: MedTech Top-Idea Status And Buybacks Will Support Gradual Upside
Analysts have lifted their price target on Solventum from about $85.64 to roughly $88.55, citing updated expectations for revenue growth, a slightly higher future P/E and recent bullish research that highlights the company as a top MedTech idea. Analyst Commentary Recent research coverage on Solventum has leaned constructive, with several reports treating the stock as a key MedTech idea and adjusting price targets accordingly.Actualización de narrativa • Jan 06
SOLV: Wound Therapy Guidance And Buybacks Will Support Measured, Gradual Upside Ahead
Analysts now see Solventum’s fair value inching up from US$84.36 to US$85.64, reflecting small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What's in the News Solventum announced updated consensus recommendations from an international panel of surgeons and wound care experts on the clinical use of closed incision negative pressure therapy (ciNPT) with reticulated open cell foam (ROCF) dressings, published in the International Wound Journal.Actualización de narrativa • Dec 13
SOLV: Portfolio Streamlining And Buybacks Will Support Balanced, Gradual Upside Ahead
Analysts have modestly raised their price target on Solventum, reflecting an updated fair value estimate of approximately $84.36 from about $82.80, as they factor in the impact of the company's P&F business sale and slightly improved long term valuation assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the P&F business sale as a cleaner portfolio move that supports a more focused operating model and clearer earnings trajectory.Artículo de análisis • Dec 05
Solventum Corporation (NYSE:SOLV) Surges 26% Yet Its Low P/E Is No Reason For Excitement
Solventum Corporation ( NYSE:SOLV ) shares have had a really impressive month, gaining 26% after a shaky period...Actualización de narrativa • Nov 28
SOLV: Portfolio Changes And Share Buybacks Will Support Measured Improvement Ahead
Analysts have revised Solventum's price target slightly downward to $82.80 from $84.11. This change reflects updated expectations for revenue growth and profitability following recent strategic changes and portfolio reshaping initiatives.Actualización de narrativa • Nov 14
SOLV: Portfolio Reshaping And Sale Will Drive Momentum Into 2025
Analysts have revised Solventum's price target upward by $3 to $82. They cite recent portfolio changes as well as expectations for an improved cost structure and organic growth.Actualización de narrativa • Oct 31
SOLV: Portfolio Reshaping And Cost Controls Will Improve Outlook For 2025
Solventum's analyst price target has been raised by $3 to $82, as analysts point to recent portfolio reshaping and the sale of the P&F business as key factors that support an improved outlook. Analyst Commentary Recent analyst updates reflect a mix of positive developments and continued caution surrounding Solventum’s performance and outlook.Actualización de narrativa • Oct 17
Commercial Restructuring And New Product Launches Will Broaden International Reach
Solventum's analyst price target increased modestly to $82 from $79, as analysts point to the recent divestiture of its P&F business, along with ongoing improvements in its portfolio and cost structure, as key drivers for the update. Analyst Commentary Analyst sentiment on Solventum reflects a balance of cautious optimism and highlighted risks as the company navigates portfolio changes and future growth prospects.Actualización de narrativa • Oct 03
Commercial Restructuring And New Product Launches Will Broaden International Reach
Analysts have modestly lowered their average price target for Solventum by $1.60 to $85.11, citing recent portfolio reshaping and tempered profit margin expectations. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding Solventum's future valuation and growth trajectory.Actualización de narrativa • Sep 04
Commercial Restructuring And New Product Launches Will Broaden International Reach
As there were no material changes in Solventum’s revenue growth or net profit margin forecasts, the consensus analyst price target remains unchanged at $86.71. What's in the News Solventum completed the $4 billion divestiture of its Purification & Filtration business to Thermo Fisher, using most of the $3.4 billion net proceeds to reduce debt and strengthen the balance sheet while raising FY25 organic sales growth, adjusted EPS, free cash flow, and operating margin guidance.
Nueva narrativa • Mar 30
New VAC Product And AI Will Simplify Procedures
Streamlining operations and divesting non-core assets are expected to improve margins, reduce leverage, and focus growth efforts on core segments.Seeking Alpha • Feb 26
Solventum: An Impressive Sale Of Purification And Filtration
Summary Solventum's impressive $4.1 billion divestment to Thermo Fisher significantly reduces debt, enhancing its financial stability and potentially boosting earnings per share. The strategic sale has made me more optimistic about Solventum's future, maintaining a modest long position. The company's valuation remains attractive, with earnings multiples reasonable, especially considering the substantial deleveraging progress. Solventum still needs to achieve solid organic growth, but the recent positive developments justify continued investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
Solventum: Concerns After A Partial Re-Rating
Summary Solventum's sales and margins have shown modest improvement, but concerns about 2025 earnings due to non-quantified headwinds make me cautious at current levels. The company, spun off from 3M, has a diversified healthcare portfolio but has faced flattish sales and high debt, impacting its valuation. Despite recent stock gains and improved guidance, potential 2025 earnings pressure from costs and investments warrants a cautious approach, prompting me to trim my position. Solventum's exploration of selling its purification filtration business could be a potential catalyst, but the impact remains uncertain without indicative pricing. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Solventum: No Rush To Buy As Post-Spin Execution Will Take Time To Play Out
Summary 3M's healthcare spinoff, Solventum (SOLV), has seen its share price decline by 15% since the event in April, even as its parent has moved up steadily by 26%. SOLV could lose market share, with management projecting only 0.5% growth for FY24 and consensus expecting a similar cadence of revenue growth next year, well below the 4-6% industry growth. Solventum's financial health is strained by a high debt load and potentially lower threshold of FCF generation, dampening any near-term prospects of a dividend. Despite a compelling forward P/E ratio, investors should note that SOLV's earnings growth will be weighed down by a higher cost base as a standalone entity. SOLV's stock has benefitted from decent momentum since mid-July, but conditions are now looking overbought. Read the full article on Seeking AlphaSeeking Alpha • Jul 07
Solventum: Stumbling Out Of The Gate
Summary Solventum Corporation, a spinoff of 3M Company's healthcare business, has seen an over 40% decline in shareholder value since going public in late March. The company is now reportedly considering acquiring Mediwound, a provider of tissue repair solutions, which may change its growth prospects. The stock appears attractive on a P/E and free cash flow yield basis, but that view comes with a couple of caveats. An analysis around Solventum Corporation follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • May 17
Solventum: A Reasonable Start, Still Some Questions To Be Asked
Summary Solventum Corporation, a healthcare spin-off from 3M Company, had a soft start of trading due to flattish sales and high debt. The company operates in various healthcare segments, including MedSurg, dental solutions, and purification & filtration activities. Despite concerns, Solventum posted positive first-quarter earnings, with sales slightly increasing and margin gains. These earnings likely cannot be sustained, although debt reduction (as a priority) is promising. Read the full article on Seeking AlphaRentabilidad de los accionistas
| SOLV | US Medical Equipment | Mercado US | |
|---|---|---|---|
| 7D | 3.1% | 4.0% | -0.3% |
| 1Y | 5.6% | -18.6% | 26.7% |
Rentabilidad vs. Industria: SOLV superó a la industria US Medical Equipment, que obtuvo un rendimiento del -18.6% el año pasado.
Rentabilidad vs. Mercado: SOLV obtuvo unos resultados inferiores a los del mercado US, que fueron del 26.7% el año pasado.
Volatilidad de los precios
| SOLV volatility | |
|---|---|
| SOLV Average Weekly Movement | 4.0% |
| Medical Equipment Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: SOLV no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de SOLV (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2023 | 20,584 | Bryan Hanson | www.solventum.com |
Solventum Corporation, empresa del sector sanitario, desarrolla, fabrica y comercializa una cartera de soluciones para atender necesidades críticas de clientes y pacientes en Estados Unidos e internacionalmente. Opera a través de tres segmentos: Medsurg, Dental Solutions y Health Information Systems. El segmento Medsurg ofrece soluciones tales como terapia de heridas por presión negativa, apósitos avanzados para heridas, cuidado avanzado de la piel, matrices de tejido sintético, gestión de zonas intravenosas, garantía de esterilización, gestión de la temperatura, material quirúrgico, cintas y envolturas médicas, estetoscopios, electrodos médicos y tecnologías médicas para fabricantes de equipos originales.
Resumen de fundamentos de Solventum Corporation
| Estadísticas fundamentales de SOLV | |
|---|---|
| Capitalización bursátil | US$13.18b |
| Beneficios(TTM) | US$1.43b |
| Ingresos (TTM) | US$8.26b |
9.3x
Ratio precio-beneficio (PE)1.6x
Ratio precio-ventas (PS)¿Está SOLV sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SOLV | |
|---|---|
| Ingresos | US$8.26b |
| Coste de los ingresos | US$3.83b |
| Beneficio bruto | US$4.43b |
| Otros gastos | US$3.00b |
| Beneficios | US$1.43b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 8.27 |
| Margen bruto | 53.66% |
| Margen de beneficio neto | 17.33% |
| Ratio deuda/patrimonio | 102.3% |
¿Cómo se ha desempeñado SOLV a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 01:05 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
Solventum Corporation está cubierta por 20 analistas. 13 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.
| Analista | Institución |
|---|---|
| Travis Steed | BofA Global Research |
| Travis Steed | BofA Global Research |
| Michael Gorman | BTIG |