BrainsWay 配当と自社株買い
配当金 基準チェック /06
BrainsWay配当金を支払った記録がありません。
主要情報
n/a
配当利回り
-2.6%
バイバック利回り
| 総株主利回り | -2.6% |
| 将来の配当利回り | n/a |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | n/a |
最近の配当と自社株買いの更新
更新なし
Recent updates
Seeking Alpha • Apr 24
BrainsWay: Competitive Threats Are Mounting
Summary BrainsWay continues to deliver strong growth and margin improvement, supported by investments in TMS service providers and recurring revenue expansion. BWAY's accelerated protocol and expanded indications, including adolescent depression, are supportive of further growth. TMS is a relatively expensive treatment option though with a high patient burden, making the impeding entry of psychedelics (psilocybin, LSD, DMT) into the market a serious threat. BrainsWay's stretched valuation and rising competitive pressure make this an unattractive entry point, even if momentum drives further upside. Read the full article on Seeking AlphaSeeking Alpha • Nov 13
BrainsWay: Cash Flow Doubts Weigh On The Stock
Summary BrainsWay reported strong Q3 growth and gave solid guidance, but its valuation now means that high growth and improving margins are expected. Recent commentary and Valor Equity Partners' investment suggest that BrainsWay will increase its growth investments going forward. This could weigh on the stock, as improving cash flows has been an important driver of BWAY's share price over the past 18 months. Read the full article on Seeking AlphaSeeking Alpha • Aug 13
BrainsWay: Operating Leverage Driving Upside
Summary BrainsWay reported strong earnings in Q2, with growth remaining strong and margins continuing to improve. Growth among enterprise accounts and internationally should ensure BrainsWay continues to perform well, provided that the macro environment remains stable. Neuronetics' decision to merge with Greenbrook TMS seems to support the strength of BrainsWay's business. While BrainsWay's share price has generally been trending higher, the company's valuation remains low given its cash balance and earnings trajectory. Read the full article on Seeking AlphaSeeking Alpha • Jul 22
BrainsWay: An Interesting Niche Concern
Summary The stock of neurostimulation medical device concern BrainsWay has doubled since late October. The company has a niche and intriguing way to treat a variety of mental health disorders. BrainsWay has solid revenue growth and a rock-solid balance sheet as well, even if the company gets little attention from analyst firms. Can the rally continue in the shares? An analysis follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
BrainsWay: Profitable, Growing, And Cheap
Summary BrainsWay reported strong growth and a small profit in the fourth quarter of 2023. The company also gave strong guidance for 2024. Recent strength internationally and amongst larger customers is expected to persist. In addition, the commercialization of smoking cessation and ongoing trials could provide a further boost. The market is yet to fully price in the strength of BrainsWay's business, meaning the stock should continue to rerate higher as BrainsWay's profitable growth trajectory becomes more recognized. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
BrainsWay Q4 Earnings Preview
Summary BrainsWay will announce Q4 and full-year 2023 earnings pre-market on March 6, 2024. BWAY is expected to close in on profitability in Q4, and earnings consensus is largely aligned around that possibility. While the Company has upside potential from growth markets and expanded treatments, they are equally challenged by competition and a lack of recurring revenue. With growth rates of 40%+ needed to sustain the current price, there is an insufficient margin of safety to enter the stock. Read the full article on Seeking AlphaSeeking Alpha • Sep 14
BrainsWay gets significant private insurance coverage from Cigna for OCD treatment Utilizing Deep TMS
BrainsWay (NASDAQ:BWAY) announced that Cigna announced positive coverage applicable to Deep Transcranial Magnetic Stimulation (or TMS) for the treatment of obsessive-compulsive disorder (or OCD). Cigna will be issuing an updated revision to its TMS medical coverage policy effective September 15, 2022 extending coverage to patients aged 18 and older diagnosed with OCD. “The establishment of this positive coverage for OCD further facilitates BrainsWay’s ability to capitalize on its leadership role in advancing treatment of this debilitating condition. More importantly, the continued reimbursement momentum for Deep TMS is resulting in increased access of our unique therapy that is critical to our mission of improving the health and transforming the lives of those suffering from disorders with limited treatment options.” said Christopher von Jako, PhD, President and CEO.Seeking Alpha • Aug 29
BrainsWay adds 20% on FDA nod for depression therapy
Brainsway Ltd. (NASDAQ:BWAY), a healthcare equipment maker focused on psychiatric care, announced Monday that the FDA issued 510(k) clearance for the company's Deep TMS H7 Coil as a treatment for adults suffering from depression. BWAY shares climbed ~20% in reaction to the news. Deep TMS H7 Coil is based on a noninvasive method to treat depression called Transcranial Magnetic Stimulation which uses magnetic fields to stimulate the brain's nerve cells to improve symptoms. With the decision, Deep TMS H7, which was in the market since 2018 to treat obsessive-compulsive disorder, will also be indicated to treat major depressive disorder. "….expanding depression clearance to the Deep TMS H7 Coil provides them with another powerful non-pharmaceutical tool," remarked BWAY's Chief Executive Christopher von Jako. Recently, BWAY announced that Israel offered coverage for its Deep TMS™ system as a treatment for depression.Seeking Alpha • Aug 10
Brainsway GAAP EPS of -$0.07 in-line, revenue of $8.01M misses by $0.41M
Brainsway press release (NASDAQ:BWAY): Q2 GAAP EPS of -$0.07 in-line. Revenue of $8.01M (+14.4% Y/Y) misses by $0.41M.Seeking Alpha • Jul 12
BrainsWay's Shares Look Attractive
The company boasts state-of-the-art technology with multi-usable helmets for different indications and more indications likely to be approved. International sales are another growth opportunity where the company has hardly scratched the surface. The shares are modestly valued, given 30%+ revenue growth and 75%+ gross margins, even if there is little in the way of operational leverage and profits are not near. The company isn't without competition though, and these are not sitting still either. BrainsWay (BWAY) has interesting technology called TMS or transcranial magnetic stimulation, which has been shown to be helpful in the treatment of a number of conditions and is already FDA approved for several of these. The company has a more sophisticated and efficient device compared to the competition and this enables it to rapidly scale revenues. Given that the company still has a lot of cash, for now, it is prioritizing growth over profits. Growth opportunities are plentiful still in already approved treatments both in the US and abroad, but there are a host of additional conditions that are likely to receive FDA approval, significantly increasing the company's TAM. Roughly half of the company's revenue comes from high-margin recurring revenue and the company enjoyed a 78% gross margin in 2021. FinViz The TMS technology From the March 2022 IR presentation: BWAY IR presentation There are several different coils for different indications BWAY 10-K There are multiple advantages of the therapy: Non-invasive No anesthesia required Well tolerated 3-20-minute sessions Easy to administer There are a lot more of these slides in the linked IR presentation that explain the workings further, as well as the treatment and cost-effectiveness and the advantages over the competition: BWAY IR presentation Business model Sales Fixed-fee lease Risk share The last two models generate a recurring revenue stream. Since OCD and smoking cessation are only offered in the risk share or fixed lease models, recurring revenues are set to rise as a percentage of revenue. Growth There is a steady 30%+ or so revenue growth that was interrupted by the pandemic: Data by YCharts The main growth vectors are: Additional customers Additional reimbursement Additional applications International expansion Applications The company's TMS technology is approved for three types of disorders: MDD major depressive disorder (2013), including 3-minute Theta Burst protocol (2021). OCD obsessive-compulsive disorder (2018) Smoking addiction (2020) Anxious depression (2021), although this is usually subsumed under MDD These are large markets: BWAY IR presentation And the TAM from the already approved treatments is very large, $11B: BWAY IR presentation Progress in getting more of the TAM is dependent on several dimensions: Education, marketing, and sales Reimbursement Competition Education and market awareness Before one can sell relatively new medical devices one has to educate the market and convince potential adopters of the advantages. The company does this with the help of a multi-pronged approach: BWAY IR presentation Market awareness is increased through Industry partnerships with advocacy groups and professional organizations, as well as digital marketing campaigns: BWAY IR presentation Its organic web traffic increased 46% in Q1 and they apply an innovative web chatbot H-Coil which logged nearly 50 sales meetings with clinics and 1200 engagements with interested parties, 20% of which led to further inquiries. Management will also increase its use of social media and participate in medical conferences on-site and online. Marketing and sales BWAY IR presentation The company hired the experienced Eric Hirt as their new Vice President of Sales The company is building out the sales infrastructure by going from two regions with 18 territory sales managers to three regions with 21 territory sales managers. They have 8 Practice development consultants and 11 field clinical engineers supporting their 21 territory sales managers. Reimbursement BWAY IR presentation There are already 3 CPT codes for the three approved treatments, but there is still progress to be made for reimbursement. For MDD, already some 6.3M out of 7M treatment-resistant patients are eligible for reimbursement, that is, 90% of the addressable population. Management believes OCD will achieve a similar ratio, and a significant step was taken at the beginning of Q1 with ((PR)): a final Local Coverage Determination (LCD) has been published providing coverage applicable to the BrainsWay Deep TMS™ system for the treatment of obsessive-compulsive disorder (OCD). The final LCD was issued by the Medicare Administrative Contractor ((MAC)) Palmetto GBA, which covers Medicare patients in Alabama, Georgia, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia, representing over 9 million covered lives. This brings the total number of lives eligible for OCD reimbursement on the company's device to roughly 60M. Palmetto also increased the population for reimbursement for depression and anxious depression as it reduced the requirement of four failed medications to so now 60%+ of Medicare patients are eligible. There was further good news on the reimbursement front from Highmark BCBS (6.8M lives covered) and Israel. The company is also launching a customer support program in May with respect to reimbursement. Smoking cessation isn't yet reimbursed and this isn't guaranteed to arrive anytime soon, or even at all either. Additional applications There are more to come: BWAY IR presentation The one recent approval (apart from anxious depression, which is subsumed under depression) is smoking cessation. Not even mentioned is Parkinson's disease, despite a first study showing considerable effectiveness, although lacking longer-term follow-up data. Smoking cessation BWAY IR presentation After an initial phase, smoking addiction is now in full market release although much will depend on positive reimbursement decisions for which the company is gathering additional data. There is data available indicating the effectiveness of their TMS interventions: BWAY IR presentation Widespread reimbursement isn't guaranteed though as TMS is fairly expensive and in line with other cessation methods like nicotine replacement therapies (especially in combination with behavioral therapy) but it could catch reimbursement for patients who do not respond to alternatives. Even without reimbursement, there is likely a market for their helmets as there are pay-per-use models that make adoption easier, although the market will be much smaller. What does this all add up to? SA contributor Richard Durant has produced a useful calculation of the company's TAM: Richard Durant calculation We have to note though that this is much less than what the company argues in its 20-F, take for instance MDD (our emphasis): approximately 6.3 million or more are currently eligible to receive reimbursement for Deep TMS from either governmental or private insurers. Assuming a course of treatment per patient of 33 treatment sessions and a price paid to us per treatment session of $70 (which is our benchmark price per treatment session), we believe our total annual addressable market opportunity for MDD in the United States is approximately $14.6 billion.Seeking Alpha • Jan 21
BrainsWay's Competitive Advantage Is Growing
BrainsWay has clearance for an expanding number of indications, which is supportive of continued growth. There is also growing evidence of the cost-effectiveness of TMS, which should lead to wider insurance coverage. BrainsWay’s stock remains depressed despite the steady flow of positive developments over the past 2 years. BrainsWay will likely need to achieve profitability before the company’s value is realized.決済の安定と成長
配当データの取得
安定した配当: BWAYの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: BWAYの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| BrainsWay 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (BWAY) | n/a |
| 市場下位25% (US) | 1.3% |
| 市場トップ25% (US) | 4.1% |
| 業界平均 (Medical Equipment) | 2.0% |
| アナリスト予想 (BWAY) (最長3年) | n/a |
注目すべき配当: BWAYは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: BWAYは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: BWAYの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。
株主配当金
キャッシュフローカバレッジ: BWAYが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
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 | 2026/07/03 10:52 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
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| マネジメント | 10年 |
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| 主な進展 | 10年 |
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* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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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
BrainsWay Ltd. 2 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。5
| アナリスト | 機関 |
|---|---|
| Raghuram Selvaraju | H.C. Wainwright & Co. |
| Jeffrey Cohen | Ladenburg Thalmann & Company |
| Carl Byrnes | Northland Capital Markets |