Masimo Gestione
Criteri Gestione verificati 0/4
Masimo Il CEO è Katie Szyman, nominato in Feb2025, e ha un mandato di 1.25 anni. la retribuzione annua totale è $ 19.91M, composta da 4.3% di stipendio e 95.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.025% delle azioni della società, per un valore di $ 2.36M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 1.6 anni.
Informazioni chiave
Katie Szyman
Amministratore delegato
US$19.9m
Compenso totale
| Percentuale dello stipendio del CEO | 4.27% |
| Mandato del CEO | 1.3yrs |
| Proprietà del CEO | 0.03% |
| Durata media del management | 1.3yrs |
| Durata media del Consiglio di amministrazione | 1.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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.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.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.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.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.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.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 AlphaMASI: 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.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...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...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...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 AlphaMasimo: 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 AlphaMasimo 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
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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 04 2026 | n/a | n/a | US$217m |
| Jan 03 2026 | US$20m | US$850k | US$208m |
Compensazione vs Mercato: La retribuzione totale di Katie ($USD 19.91M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Katie con le performance aziendali.
AMMINISTRATORE DELEGATO
Katie Szyman (58 yo)
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$19.91m | 0.025% $ 2.4m | |
| Executive VP & CFO | 8.6yrs | US$4.46m | 0.049% $ 4.6m | |
| Executive Vice President of Operations | less than a year | US$1.80m | 0.065% $ 6.0m | |
| Executive VP & General Counsel | 1.3yrs | US$2.68m | Nessun dato | |
| Chief Commercial Officer | less than a year | US$2.22m | Nessun dato | |
| Senior VP & Chief Accounting Officer | 3.3yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Information Officer | 24.1yrs | US$1.49m | Nessun dato | |
| Chairman of Scientific Advisory Board & Chief Science Officer | 11.2yrs | US$139.56k | Nessun dato | |
| Senior Vice President of FP&A and Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Marketing & Strategy Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 1.1yrs | Nessun dato | 0.00041% $ 38.3k | |
| Chief of Engineering | less than a year | US$992.45k | Nessun dato |
Gestione esperta: Il team dirigenziale di MASI non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$19.91m | 0.025% $ 2.4m | |
| Chairman of Scientific Advisory Board & Chief Science Officer | no data | US$139.56k | Nessun dato | |
| Independent Director | 1.6yrs | US$276.53k | 0.0050% $ 465.4k | |
| Independent Director | 1.6yrs | US$277.49k | 0.0050% $ 465.4k | |
| Independent Director | 1.7yrs | US$294.85k | 0.0034% $ 319.6k | |
| Independent Vice-Chairman | 2.9yrs | US$309.10k | 0% $ 0 | |
| Independent Chairman | 2.9yrs | US$1.61m | 0.016% $ 1.5m |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di MASI non è considerato esperto (durata media del mandato 1.6 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/31 08:37 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/04/04 |
| Utili annuali | 2026/01/03 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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
Masimo Corporation è coperta da 22 analisti. 6 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.
| Analista | Istituzione |
|---|---|
| Michael Polark | Baird |
| Charley Jones | Barrington Research Associates, Inc. |
| Ravi Misra | Berenberg |