Bioventus Inc.

Report azionario NasdaqGS:BVS

Capitalizzazione di mercato: US$710.9m

Bioventus Gestione

Criteri Gestione verificati 4/4

Bioventus Il CEO è Rob Claypoole, nominato in Jan2024, e ha un mandato di 2.42 anni. la retribuzione annua totale è $ 4.30M, composta da 19.2% di stipendio e 80.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.2% delle azioni della società, per un valore di $ 1.43M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.2 anni e 5.3 anni.

Informazioni chiave

Rob Claypoole

Amministratore delegato

US$4.3m

Compenso totale

Percentuale dello stipendio del CEO19.17%
Mandato del CEO2.4yrs
Proprietà del CEO0.2%
Durata media del management3.2yrs
Durata media del Consiglio di amministrazione5.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 03

BVS: Index Addition And 2026 Sales Guidance Will Support Further Upside

Analysts have maintained their $14.80 price target for Bioventus, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the updated view. What's in the News Bioventus reaffirmed earnings guidance for the twelve months ending December 31, 2026, with expected net sales of US$600 million to US$610 million, based on company guidance.
Aggiornamento della narrazione May 19

BVS: Index Inclusion And 2026 Guidance Will Support A Higher Price

Analysts have raised their Bioventus price target from $15.00 to $16.00, citing updated assumptions related to revenue growth, profit margins, discount rates, and future P/E levels. What's in the News Bioventus reaffirmed earnings guidance for the twelve months ending December 31, 2026, with expected net sales of US$600 million to US$610 million and implied growth of about 6% to 7% (company guidance).
Articolo di analisi May 14

Statutory Profit Doesn't Reflect How Good Bioventus' (NASDAQ:BVS) Earnings Are

Investors were underwhelmed by the solid earnings posted by Bioventus Inc. ( NASDAQ:BVS ) recently. Our analysis says...
Aggiornamento della narrazione May 01

BVS: Index Inclusion And 2026 Sales Outlook Will Support Further Upside

Analysts have maintained their Bioventus fair value estimate at $14.80 while making only small adjustments to key inputs such as the discount rate and expected future P/E, indicating fine-tuning of their valuation framework rather than a major change in outlook. What's in the News Bioventus Inc.
Aggiornamento della narrazione Apr 17

BVS: Index Addition And 2026 Sales Guidance Will Support Further Upside

Analysts have modestly fine tuned their $14.80 price target for Bioventus, keeping it steady overall as minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions leave the valuation view essentially unchanged. What's in the News Bioventus Inc.
Aggiornamento della narrazione Apr 03

BVS: Index Inclusion And 2026 Sales Outlook Will Support Further Upside

Analysts have revised their price target for Bioventus slightly lower from $15.00 to $14.80, reflecting updated fair value and discount rate assumptions while maintaining similar views on revenue growth, profit margin and future P/E expectations. What's in the News Bioventus Inc.
Aggiornamento della narrazione Mar 19

BVS: 2026 Net Sales Guidance And Margin Outlook Will Support Further Upside

Analysts have adjusted their price target on Bioventus to $15.00 from $14.50, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that collectively support a slightly higher valuation. What's in the News Bioventus issued earnings guidance for 2026, setting expected net sales in a range of $600 million to $610 million.
Aggiornamento della narrazione Mar 05

BVS: Refined Assumptions And 2026 Outlook Will Support Further Upside Potential

Analysts have adjusted their price target on Bioventus slightly lower from $15.00 to $14.50, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Bioventus issued earnings guidance for 2026, with expected net sales of $600 million to $610 million.
Aggiornamento della narrazione Feb 19

BVS: Higher Revenue Outlook And Richer Future P/E Will Drive Upside

Analysts have revised their Bioventus price target to $13.00 from $7.00, reflecting updated views on fair value, discount rate assumptions, revenue growth expectations, profit margin outlook and future P/E multiples. Valuation Changes Fair Value: revised to $13.00 from $7.00, indicating a higher assessed equity value per share.
Aggiornamento della narrazione Feb 05

BVS: Fine Tuned Assumptions Will Support Further Upside Potential

Analysts have nudged their price target on Bioventus to US$15.00, a modest change that reflects fine tuning to inputs such as the discount rate, long term revenue growth, profit margin assumptions, and expected future P/E rather than a shift in their overall view of the company. Valuation Changes Fair Value: Maintained at US$15.00 per share, with no change in the overall valuation output.
Aggiornamento della narrazione Jan 22

BVS: Reaffirmed 2025 Guidance And Stable Assumptions Will Support Further Upside

Analysts have kept their fair value estimate for Bioventus unchanged at US$15.00, with only slight tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This signals a broadly steady view of the stock's risk and return profile.
Aggiornamento della narrazione Jan 07

BVS: Reaffirmed 2025 Guidance Will Support Ongoing Upside Potential

Analysts have kept their fair value estimate for Bioventus steady at US$15.00, citing only very small tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News Bioventus reaffirmed earnings guidance for the twelve months ending December 31, 2025, signaling no change to its previously communicated outlook.
Aggiornamento della narrazione Dec 20

BVS: Reaffirmed 2025 Earnings Guidance Will Support Continued Upside Potential

Analysts have nudged their price target on Bioventus slightly higher to reflect modestly stronger revenue growth expectations and a marginally lower discount rate, while keeping fair value unchanged at approximately $15.00 per share. What's in the News Bioventus reaffirmed its full year 2025 earnings guidance, signaling management confidence in the current strategic and operating plan (company guidance).
Aggiornamento della narrazione Dec 06

BVS: Earnings Guidance Will Support Continued Upside Potential In Shares

Analysts have modestly raised their price target on Bioventus to approximately $15.00 per share from about $15.00 per share, reflecting slightly lower perceived risk, stable long term growth expectations, and marginally improved profitability and valuation assumptions. What's in the News Bioventus reaffirmed its 2025 earnings guidance, projecting net sales between $560 million and $570 million.
Seeking Alpha Dec 02

Bioventus: A New Start

Summary Bioventus is regaining stability after a volatile period, with improving margins and organic sales growth driving renewed optimism. The company trades at compelling valuation multiples—below 2x sales, ~7x adjusted EBITDA, and ~11x adjusted earnings—supported by accelerating organic revenue growth. Recent refinancing is set to reduce annual interest costs by over $2 million, and net debt has declined to $280 million, lowering leverage to around 2.5x. With continued sales and margin growth, disciplined capital allocation could enable Bioventus shares to revisit the teens by 2026. Read the full article on Seeking Alpha
Articolo di analisi Nov 26

Bioventus (NASDAQ:BVS) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Aggiornamento della narrazione Nov 22

BVS: Earnings Guidance Is Expected To Drive Share Price Higher

Analysts have updated their price target for Bioventus, raising it modestly from $14.67 to $15.00 per share. This change reflects improved revenue growth expectations, despite a slightly higher discount rate and lower projected profit margin.
Aggiornamento della narrazione Nov 03

BVS: Net Sales Guidance Will Sustain Bullish Outlook Into 2025

Analysts have slightly raised their price target for Bioventus to $14.67 per share, citing minor updates to the company's discount rate and future price-to-earnings assumptions. What's in the News Bioventus Inc.
Aggiornamento della narrazione Oct 20

Minimally Invasive Nonopioid Pain Management Will Expand With PNS

Analysts have modestly raised their price target for Bioventus, increasing it by $0.00 to $14.67. They cited slight adjustments to their discount rate and future price-to-earnings assumptions.
Aggiornamento della narrazione Oct 05

Minimally Invasive Nonopioid Pain Management Will Expand With PNS

Analysts have raised their price target for Bioventus from $12.75 to approximately $14.67 per share, citing improvements in projected revenue growth and a more favorable future price-to-earnings outlook. What's in the News Bioventus issued new earnings guidance for 2025 and estimates net sales between $560 million and $570 million.
Articolo di analisi Aug 14

We Think Bioventus' (NASDAQ:BVS) Robust Earnings Are Conservative

NasdaqGS:BVS 1 Year Share Price vs Fair Value Explore Bioventus's Fair Values from the Community and select yours...
Articolo di analisi Aug 09

Bioventus Inc. Just Recorded A 154% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a pretty great week for Bioventus Inc. ( NASDAQ:BVS ) shareholders, with its shares surging 12% to US$6.92 in...
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Nuova narrazione May 30

Cost Effective Therapies And Regenerative Medicine Will Transform Global Markets

Accelerated adoption of minimally invasive therapies and portfolio expansion in regenerative medicine are driving higher margins and capturing increased demand from demographic trends.
Articolo di analisi May 07

Is Bioventus (NASDAQ:BVS) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Mar 08

Investors Aren't Buying Bioventus Inc.'s (NASDAQ:BVS) Revenues

Bioventus Inc.'s ( NASDAQ:BVS ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a strong buy right now...
Seeking Alpha Jan 05

Bioventus: Amply Rewarded For Recent Progress

Summary The stock of medical device concern Bioventus has roughly doubled over the past year, but has lost momentum recently. Management has done a commendable job in recent years in reducing debt and leverage ratios, and profits have rebounded significantly. What's ahead for Bioventus in 2025? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Aug 12

Healing Numbers, Hurting Valuation: Bioventus' Mixed Bag In Q2 2024

Summary Bioventus Inc. posted strong Q2 results, with revenue up 10.3% and a raised full-year sales forecast. The company focuses on orthobiologics and active healing products, with key products like DUROLANE and EXOGEN. Despite positive performance, high debt and tough competition could impact future profits and valuation. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

Bioventus: Bullish On Path To Profitability

Summary Shares of BVS are up more than 100% over the past year amid an ongoing financial turnaround. The company is benefiting from strong demand for its portfolio of minimally invasive medical treatment including therapeutic injections for osteoarthritis. Shares are attractively priced ahead of the Q4 earnings report where we expect management to deliver positive 2024 guidance. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Rob Claypoole rispetto agli utili di Bioventus?
DataCompenso totaleStipendioUtili della società
Mar 28 2026n/an/a

US$28m

Dec 31 2025US$4mUS$824k

US$23m

Sep 27 2025n/an/a

US$10m

Jun 28 2025n/an/a

US$2m

Mar 29 2025n/an/a

-US$34m

Dec 31 2024US$6mUS$780k

-US$36m

Compensazione vs Mercato: La retribuzione totale di Rob ($USD 4.30M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 3.64M ).

Compensazione vs guadagni: La retribuzione di Rob è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Rob Claypoole (54 yo)

2.4yrs
Mandato
US$4,299,108
Compensazione

Mr. Robert E. Claypoole, also known as Rob, is President, Chief Executive Officer and Director of Bioventus Inc. from January 10, 2024. He was Executive Vice President and President, U.S for Mlnlycke Healt...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Robert Claypoole
President2.4yrsUS$4.30m0.20%
$ 1.4m
Mark Singleton
Senior VP & CFO4.3yrsUS$1.90m0.26%
$ 1.9m
Anthony D'Adamio
Senior VP8.8yrsUS$1.41m0.23%
$ 1.6m
Mike Crowe
Senior Vice President of Operations2.7yrsNessun datoNessun dato
David Crawford
Vice President of Investor Relations & Treasurerno dataNessun datoNessun dato
Katrina Church
Senior VP & Chief Compliance Officer5.8yrsNessun dato0.095%
$ 673.3k
Helen Leupold
Senior VP & Chief Human Resources Officer3.2yrsNessun datoNessun dato
Dave Venner
Senior VP & GM of Surgical1.5yrsNessun datoNessun dato
3.2yrs
Durata media
60.5yo
Età media

Gestione esperta: Il team dirigenziale di BVS è considerato esperto (durata media dell'incarico 3.2 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Robert Claypoole
President2.4yrsUS$4.30m0.20%
$ 1.4m
Guy Nohra
Independent Director5.8yrsUS$275.00k0.22%
$ 1.6m
Johnathan Bartholdson
Independent Director3.4yrsUS$290.00k0.17%
$ 1.2m
Martin Sutter
Independent Director5.8yrsUS$215.00k0.17%
$ 1.2m
William Hawkins
Independent Chairman of the Board5.8yrsUS$380.00k0.44%
$ 3.1m
Guido Neels
Independent Director5.8yrsUS$277.50k0.17%
$ 1.2m
Susan Stalnecker
Independent Director5.8yrsUS$300.00k0.20%
$ 1.5m
Mary Ladone
Independent Director4.9yrsUS$290.00k0.16%
$ 1.2m
Philip Cowdy
Independent Director5.8yrsUS$245.00k0.065%
$ 461.5k
Patrick Beyer
Independent Director4.7yrsUS$282.50k0.16%
$ 1.1m
Michelle McMurry-Heath
Independent Director4.4yrsUS$280.00k0.11%
$ 810.9k
Ajay Dhankhar
Independent Directorless than a yearNessun datoNessun dato
5.3yrs
Durata media
59.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BVS sono considerati esperti (durata media dell'incarico 5.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/15 01:44
Prezzo dell'azione a fine giornata2026/06/15 00:00
Utili2026/03/28
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bioventus Inc. è coperta da 11 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael PetuskyBarrington Research Associates, Inc.
Kyle RoseCanaccord Genuity
Caitlin CroninCanaccord Genuity