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Axonics, Inc.NasdaqGS:AXNX 株式レポート

時価総額 US$3.6b
株価
n/a
US$71.5
該当なし内在価値ディスカウント
1Y24.5%
7D0.8%
1D
ポートフォリオ価値
​
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Axonics, Inc.

NasdaqGS:AXNX 株式レポート

時価総額：US$3.6b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Axonics（AXNX）株式概要

医療技術企業であるAxonics, Inc.は、膀胱や腸の機能不全を治療するための新しい製品の開発と商業化に従事している。 詳細

AXNX ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長4/6
過去の実績0/6
財務の健全性6/6
配当金0/6

報酬

当社が推定した公正価値より67.3%で取引されている

収益は年間55.07%増加すると予測されています

過去5年間の収益は年間28.1%増加しました。

リスク分析

リスクチェックの結果、AXNX 、リスクは検出されなかった。

AXNX Community Fair Values

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Axonics, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Axonics
過去の株価
現在の株価US$70.98
52週高値US$71.05
52週安値US$55.09
ベータ0.83
1ヶ月の変化1.00%
3ヶ月変化3.12%
1年変化24.48%
3年間の変化18.12%
5年間の変化220.89%
IPOからの変化373.83%

最新ニュース

Seeking Alpha • Nov 05

Axonics' Market Growth Strengthens Boston Scientific's Future

Summary Boston Scientific Corporation plans to acquire Axonics, Inc. for $3.7 billion in cash to expand its urology offerings with Axonics' innovative urinary and bowel disorder treatments. Axonics, founded in 2013, is renowned for developing less invasive treatments for bladder and bowel issues, including a neurostimulator with a 20-year battery life. Boston Scientific, a major player in medical technology since 1979, will enhance its sacral neuromodulation capabilities through this acquisition. The acquisition positions Boston Scientific to better support individuals with chronic bladder and bowel conditions, strengthening its market presence in this growing field. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Nov 05

Axonics' Market Growth Strengthens Boston Scientific's Future

Summary Boston Scientific Corporation plans to acquire Axonics, Inc. for $3.7 billion in cash to expand its urology offerings with Axonics' innovative urinary and bowel disorder treatments. Axonics, founded in 2013, is renowned for developing less invasive treatments for bladder and bowel issues, including a neurostimulator with a 20-year battery life. Boston Scientific, a major player in medical technology since 1979, will enhance its sacral neuromodulation capabilities through this acquisition. The acquisition positions Boston Scientific to better support individuals with chronic bladder and bowel conditions, strengthening its market presence in this growing field. Read the full article on Seeking Alpha
分析記事 • Jul 14

A Look At The Fair Value Of Axonics, Inc. (NASDAQ:AXNX)

Key Insights Axonics' estimated fair value is US$55.68 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Jun 20

Axonics, Inc.'s (NASDAQ:AXNX) Earnings Haven't Escaped The Attention Of Investors

Axonics, Inc.'s ( NASDAQ:AXNX ) price-to-sales (or "P/S") ratio of 8.8x might make it look like a strong sell right now...
分析記事 • Mar 27

Is Axonics, Inc. (NASDAQ:AXNX) Trading At A 21% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Axonics fair value estimate is US$70.50 Current share price of...
分析記事 • Feb 28

Here's Why We're Not At All Concerned With Axonics' (NASDAQ:AXNX) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
分析記事 • Nov 28

Is Axonics, Inc. (NASDAQ:AXNX) Trading At A 32% Discount?

Does the November share price for Axonics, Inc. ( NASDAQ:AXNX ) reflect what it's really worth? Today, we will estimate...
Seeking Alpha • Oct 10

Axonics stock falls 5.6% after Needham downgrades rating

Axonics (NASDAQ:AXNX) is trading 5.6% lower after Needham downgraded rating to hold from buy. The analyst Mike Matson sees a less favorable risk/reward profile after Needham's urologist survey suggested the company may have difficulty driving upside to consensus 2023 revenue estimates. Matson says Axonics F15 product cycle is now largely reflected in the shares, and no additional major product cycles are expected in the next 12-18 months. He believes the stock now appears to be fairly valued. AXNX is up 7.5% in the last 12 months.
Seeking Alpha • Sep 07

Axonics Stock Is A Buy Amid Current Capex Cycle

Summary Axonics looks well-positioned to continue its recent upside on the chart, with a number of idiosyncratic tailwinds yet to be recognized. The recent equity underwriting of $35mm is noted, although this is hardly a risk given intended use for capital initiatives. Shares are trading at a premium relative to peers within the sector, however, valuations are more appealing on a composite of measures. On the culmination of these factors, we rate AXNX a buy. Investment summary Considering the systematic drivers of equity returns are well at play (namely, macroeconomic drivers, rates, industry factors, and growth factors) in markets right now, we argue to seek out exposure to idiosyncratic risk premia in order to derive risk-adjusted alpha. With this front of mind, we rate Axonics, Inc. (AXNX) a speculative buy following Q2 results and additional market factors discussed below. The company's niche operating segment continues to offer a defensible growth play albeit with little correlation to equity markets, attractive features in the current investment landscape. In addition to these points, shares are trading at multiples above the peer median; however, this is balanced when factoring in a number of inputs into the valuation debate. With this, and recent momentum on the chart in mind, we rate AXNX a buy. Exhibit 1. AXNX 6-month price action Data: Refinitiv Eikon How current market factors impact AXNX The high-beta trade has unwound itself in FY22, and investors must now find selective opportunities with asymmetrical pricing within risk assets. Factor rotations have also been of high magnitude this year as well. Continuing its return to grace, value caught a strong bid from the June bounce, as seen in Exhibit 2. Investors have nibbled at compressed multiples in June-August as yields stabilized and a slight tightening of inflation. Value also continues to attract strategic positioning as managers seek to wind back equity duration and beta. Meanwhile, growth as caught a bid since this time as well, particularly in late August. This has direct implications to the outlook of the AXNX share price. With cash flows priced out into the future, we need investors to be net buyers of growth - and pay a premium at that to capture market-derived alpha when looking ahead. Exhibit 2. Both growth and value have caught a bid since the June bounce, highlighting some return in confidence to equities Data: Updata Meanwhile, whist yields have rolled over in recent months, alongside stock/bond correlations, a recent spike in the VIX and the long-end suggests stocks may not be out of the water, and raises questions on the validity of the relief rally outlined above. Exhibit 3. Whilst stock/bond correlations and yields have rolled over in recent months, recent spikes in volatility in stocks and steepness at the long-end suggest we aren't out of the woods at all Data: Updata Q2 earnings conducive of growth play AXNX generated total revenue of $69 million ("mm") last quarter, a 50% YoY growth schedule. Upside was driven by sacral neuromodulation ("SNM") revenue of $55.8mm, a 39% YoY gain. Nearly 100% of turnover was generated in the US, mitigating FOREX headwinds (although, the company did recognize a $12mm non-cash forex adjustment in its comprehensive loss). Q2 SNM sales were propped by the launch of the recharge-free Axonics F15 system. Meanwhile, Bulkamid sales came in at ~$13mm with ~$3mm in ex-US revenue, as the speed of new accounts and volume from existing accounts both saw upticks. We estimate the Bulkamid transaction (completed February FY21) to be accretive to ~$0.18 (18% margin) in EPS during the quarter. From the increase in revenue volume, gross margin increased by ~10 percentage points YoY to 72.8%. Moving down the P&L, it bought this down to an operating loss of ~$21.4mm, as operating expense came in 60% higher YoY. Net loss narrowed to ~$21mm, with a $12mm expense for foreign currency translation adjustments, bringing the comprehensive loss to $34mm. The strong quarter sees management lift FY22 guidance to 40% in revenue growth, calling for $253mm at the topline (previously $238mm). It anticipates SNM revenue of ~$205mm and Bulkamid to contribute $48mm, a 111% YoY gain. With respect to CMS outpatient facility rates, for 2023, the relevant sacral neuromodulation codes proposed an increase of 5-7%, whereas the Bulkamid code an increase of ~4%. In terms of catalysts to move the needle, we estimate there is substantial premium yet to be priced in by the market with regards to the company's 4th generation neurostimulator. AXNX submitted its PMA supplement to the FDA back in May on this. Key changes to the current model are around recharging, in that, the new model will only need recharging every 6 months for 1 hour, down from once a month. It expects this to be approved by year's end. AXNX valuation and conclusion Shares are currently trading at 14x TTM sales, well ahead of the GICS Health Care sector peer median of 4.45x. In addition, AXNX looks to be richly priced at 7.3x book value, again far in front of the peer's 2.16x multiple. However, the market has AXNX priced at ~13.3x forward sales, which, we believe, suggests the investors are pricing in an above-sector result for the company at the topline for the coming 12 months. We estimate FY23 sales of $317mm for the company, and at 13x this estimate sets a price target of $84, roughly 18% return potential from the current market price.
Seeking Alpha • Aug 03

Axonics prices stock offering of 1.75M shares

Axonics (NASDAQ:AXNX) priced its earlier announced underwritten public offering of 1.75M shares. Underwriters granted 30-day option to purchase up to 262.5K additional shares. Offer is expected to close on Aug.5, 2022. Net proceeds to be used working capital and general corporate purposes, including a potential $35M milestone payment in connection with its earlier announced and completed acquisition of Contura. Shares trading 3.1% down premarket.
分析記事 • Aug 02

Companies Like Axonics (NASDAQ:AXNX) Can Afford To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • May 30

Axonics: A Strong Medical Device Play With Significant Revenue Growth Opportunities

Axonics is a high-growth medical device play with strong revenue growth drivers. The company’s rechargeable SNM system generates the vast majority of its sales. Long-term investors can buy the company’s shares during pullbacks to maximize their gain.
分析記事 • Apr 19

Axonics (NASDAQ:AXNX) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...

株主還元

AXNXUS Medical EquipmentUS 市場
7D0.8%-3.5%1.6%
1Y24.5%-21.8%28.2%

業界別リターン: AXNX過去 1 年間で-21.8 % のリターンをもたらしたUS Medical Equipment業界と一致しました。

リターン対市場: AXNXは、過去 1 年間で28.2 % のリターンを上げたUS市場を下回りました。

価格変動

Is AXNX's price volatile compared to industry and market?
AXNX volatility
AXNX Average Weekly Movement0.5%
Medical Equipment Industry Average Movement8.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

安定した株価: AXNX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AXNXの 週次ボラティリティ ( 1% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
2012797Ray Cohenwww.axonics.com

医療技術企業であるアクソニックス社は、膀胱・腸機能障害治療用の新規製品の開発・商品化に取り組んでいる。同社の仙骨神経調節（SNM）システムは、尿意切迫性尿失禁や頻尿を含む過活動膀胱（OAB）、便失禁（FI）、非閉塞性尿閉（UR）の患者の治療に使用される。また、充電式（R20）および充電不要（F15）の植込み型SNMシステムは、標的とする仙骨神経にマイルドな電気パルスを供給することで、脳との正常なコミュニケーションを回復し、OAB、UR、FIの症状を軽減する。また、女性のストレス性尿失禁を治療する尿道バルキング剤「バルカミド」も提供している。同社は、米国、英国、ドイツ、オランダ、北欧諸国、および国際的な直販部隊と代理店を通じて製品を販売している。旧社名はアクソニックス・モジュレーション・テクノロジーズ・インクで、2021年3月にアクソニックス・インクに社名変更した。アクソニックス・インクは2012年に法人化され、カリフォルニア州アーバインに本社を置いている。

Axonics, Inc. 基礎のまとめ

Axonics の収益と売上を時価総額と比較するとどうか。
AXNX 基礎統計学
時価総額US$3.60b
収益（TTM）-US$5.66m
売上高(TTM)US$431.90m
8.4x
P/Sレシオ
-640.9x
PER（株価収益率

AXNX は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
AXNX 損益計算書（TTM）
収益US$431.90m
売上原価US$101.10m
売上総利益US$330.81m
その他の費用US$336.47m
収益-US$5.66m

直近の収益報告

Sep 30, 2024

次回決算日

該当なし

一株当たり利益（EPS）-0.11
グロス・マージン76.59%
純利益率-1.31%
有利子負債／自己資本比率0%

AXNX の長期的なパフォーマンスは？

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2024/11/14 13:16
終値2024/11/14 00:00
収益2024/09/30
年間収益2023/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Axonics, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Travis SteedBarclays
Travis SteedBofA Global Research
Christopher PasqualeGuggenheim Securities, LLC