IRADIMED CORPORATION

NasdaqGM:IRMD 株式レポート

時価総額:US$1.2b

IRADIMED マネジメント

マネジメント 基準チェック /44

IRADIMEDの CEO はRoger Susiで、 Jan2004年に任命され、 の在任期間は 22.33年です。 の年間総報酬は$ 780.60Kで、 49.4%給与と50.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の34.4%を直接所有しており、その価値は$ 409.76M 。経営陣と取締役会の平均在任期間はそれぞれ4.4年と6.9年です。

主要情報

Roger Susi

最高経営責任者

US$780.6k

報酬総額

CEO給与比率49.40%
CEO在任期間22.3yrs
CEOの所有権34.4%
経営陣の平均在職期間4.4yrs
取締役会の平均在任期間6.9yrs

経営陣の近況

Recent updates

ナラティブの更新 Apr 30

IRMD: 2026 Dividend And Guidance Will Anchor Bullish Re Rating

Analysts nudged their price targets for IRADIMED higher, with recent Street research citing supportive views on the business. These views help explain the updated fair value of $118.67 along with a slightly adjusted discount rate and forward P/E assumptions.
ナラティブの更新 Apr 12

IRMD: 2026 Dividend And Guidance Will Support Bullish Re-Rating

Analysts have trimmed their fair value estimate for IRADIMED from about $120 to roughly $118.67, citing revised assumptions for revenue growth, profit margins and future P/E. At the same time, recent Street research, including fresh bullish initiations and higher price targets, continues to support a constructive view on the stock.
ナラティブの更新 Mar 26

IRMD: 2026 Guidance And Dividend Will Support Higher Price Re-Rating

Analysts have lifted their price target on IRADIMED by a double digit dollar amount, citing updated valuation work that reflects refined assumptions, including a fair value of $120, a discount rate of 7.69%, revenue growth of 9.70%, a profit margin of 27.77% and a future P/E of 58.53. Analyst Commentary Recent research points to a tighter alignment between IRADIMED's valuation work and updated assumptions on growth, profitability and the P/E investors may be willing to pay.
ナラティブの更新 Mar 11

IRMD: 2026 Guidance And Dividend Will Support Higher P/E Repricing

Narrative Update on IRADIMED The analyst price target on IRADIMED has been raised by $20 to $120. Analysts cite updated valuation work that incorporates a slightly higher discount rate and future P/E assumption, along with recent Street research that supports the new level.
ナラティブの更新 Feb 25

IRMD: 2026 Guidance And Dividends Will Support Higher Earnings Multiple

Analysts have lifted their fair value estimate for IRADIMED from $99 to $120, citing updated assumptions around slightly different revenue growth, profit margin expectations, discount rate, and a higher future P/E. These revisions align with recent Street price target increases reported by firms such as Lake Street and Roth Capital.
ナラティブの更新 Feb 10

IRMD: Stable Outlook Will Rely On 2026 Guidance And Dividend Support

Analysts have kept their price target for IRADIMED effectively unchanged at $99.00. They cite only marginal tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions rather than any shift in their core view on the company.
ナラティブの更新 Jan 27

IRMD: Record Backlog And Raised Guidance Will Support Premium Yet Balanced Outlook

Narrative Update Analysts have nudged their price targets for IRADIMED higher into a US$98 to US$100 range, reflecting updated forward estimates, a record backlog, the recent beat and raise quarter, and expectations tied to the 3870 IV Pump launch. Analyst Commentary Analysts updating their models for IRADIMED are broadly constructive, with recent research focused on how the latest quarter and product pipeline translate into earnings power and valuation support.
ナラティブの更新 Jan 12

IRMD: Raised Guidance And Backlog Support Premium While Risks Keep Outlook Balanced

Narrative Update Introduction Analysts have lifted their price expectations for IRADIMED to a range of about $98 to $100, citing higher forward estimates, a record backlog that supports near term visibility, and confidence around the 3870 IV Pump launch as key reasons for the updated targets. Analyst Commentary Recent Street research on IRADIMED reflects a clear tilt toward optimism, with price targets lifted into the high double digits following the latest quarterly update.
ナラティブの更新 Dec 14

IRMD: Raised Guidance And Backlog Will Support Premium Amid Execution Risks

Analysts have nudged their average price target on IRADIMED higher, to a level just under $100 per share from the low $90s, citing stronger than expected Q3 results, raised full year guidance, and growing confidence that a robust backlog and upcoming product launches will support sustained growth. Analyst Commentary Bullish analysts highlight that the recent upside surprise on both revenue and earnings, along with raised full year guidance, reinforces a view that IRADIMED is executing ahead of prior expectations and can support a higher valuation multiple.
ナラティブの更新 Nov 29

IRMD: Raised Guidance And Strong Backlog Will Maintain Premium Despite Execution Risks

IRADIMED’s analyst price target has been raised from $90 to a range approaching $100 per share. Analysts cite the company’s recent sales and earnings outperformance, increased full-year guidance, and strong prospects from product innovation and backlog growth.
ナラティブの更新 Nov 15

IRMD: Raised Guidance And Record Backlog Are Set To Drive Continued Momentum

Analysts have raised their price target for IRADIMED significantly, from $82.50 to $99.00. They cited stronger-than-expected quarterly results, improved guidance, and a robust outlook driven by a growing backlog and product innovation.
ナラティブの更新 Nov 01

IRMD: Index Addition and Strong Margins Will Support Measured Upside

Analysts have raised their price target for IRADIMED from $73.50 to $82.50. They cite modest improvements in projected profit margins and valuation multiples as key drivers behind the adjustment.
分析記事 Oct 09

Should You Be Adding IRADIMED (NASDAQ:IRMD) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Aug 13

IRADIMED CORPORATION's (NASDAQ:IRMD) Shares Climb 27% But Its Business Is Yet to Catch Up

Despite an already strong run, IRADIMED CORPORATION ( NASDAQ:IRMD ) shares have been powering on, with a gain of 27% in...
分析記事 Aug 08

IRADIMED's (NASDAQ:IRMD) Profits May Not Reveal Underlying Issues

NasdaqGM:IRMD 1 Year Share Price vs Fair Value Explore IRADIMED's Fair Values from the Community and select yours The...
分析記事 Jun 01

Shareholders Would Enjoy A Repeat Of IRADIMED's (NASDAQ:IRMD) Recent Growth In Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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新しいナラティブ Sep 24

Innovative IV Pumps And Monitor Expansion Set To Spearhead Revenue Surge And Enhance Profit Margins

Introduction of the new 3870 IV pump and expansion in the Monitor business signal potential significant revenue growth and increases in product line revenue.
分析記事 Aug 08

IRADIMED's (NASDAQ:IRMD) Solid Profits Have Weak Fundamentals

Despite announcing strong earnings, IRADIMED CORPORATION's ( NASDAQ:IRMD ) stock was sluggish. Our analysis uncovered...
分析記事 Feb 23

If EPS Growth Is Important To You, IRadimed (NASDAQ:IRMD) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Feb 07

Getting In Cheap On IRadimed Corporation (NASDAQ:IRMD) Is Unlikely

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
分析記事 Nov 06

Should You Investigate IRadimed Corporation (NASDAQ:IRMD) At US$45.06?

While IRadimed Corporation ( NASDAQ:IRMD ) might not be the most widely known stock at the moment, it led the NASDAQCM...
分析記事 Oct 13

Calculating The Intrinsic Value Of IRadimed Corporation (NASDAQ:IRMD)

Key Insights Using the 2 Stage Free Cash Flow to Equity, IRadimed fair value estimate is US$36.84 IRadimed's US$37.31...
分析記事 Feb 05

At US$41.26, Is It Time To Put IRadimed Corporation (NASDAQ:IRMD) On Your Watch List?

While IRadimed Corporation ( NASDAQ:IRMD ) might not be the most widely known stock at the moment, it led the NASDAQCM...
Seeking Alpha Oct 10

Iradimed withdraws FDA filing for new infusion pump; prelim Q3 revenue rises 13% Y/Y

Iradimed (NASDAQ:IRMD) said it withdrew its 510(K) application seeking U.S. Food and Drug Administration (FDA) approval of its next-generation intravenous (IV) infusion pump system, MRidium 3870; and reported preliminary results for Q3. "The FDA requested additional information that was not feasible to provide within FDA's review deadline; therefore, we decided to withdraw our application to provide us more time to understand and resolve the FDA’s concerns," said Iradimed President and CEO Roger Susi in an Oct. 10 press release. In addition, Iradimed noted that Q3 revenue is expected to be ~$13.4M, up 23% Y/Y as per preliminary results. Consensus Revenue Estimate for Q3 (one analyst) is $13.17M. "These third quarter preliminary results represent our highest revenue quarter," Susi noted. "Orders booked in the quarter exceeded our shipments as we continue to add to our extensive backlog. Domestic unit orders booked in the quarter for our current MRidium 3860 Infusion Pump System were the highest over the last three years, demonstrating the continued strong demand for this product." The company develops Magnetic Resonance Imaging (MRI)-compatible medical devices.
Seeking Alpha Aug 23

IRadimed: Record Revenue Could Translate To Share Price Appreciation

The share price declined due to a sales slowdown during the height of the pandemic. The company has reported record revenues for the past three consecutive quarters. The stock sold off in 2019 due to regulatory concerns, but the company continued to report record revenues. The stock price bounced back to reach new highs in 2019, and all signs are that history will repeat itself as the fundamental picture remains sound. IRadimed (IRMD) develops, markets, and distributes non-magnetic Medical Resonance Imaging ("MRI") compatible medical devices, accessories, and related services. IRMD is a profitable company that is enjoying increasing demand for its products and is exploiting the opportunity by adding new products. The company has a monopoly as there aren't any direct competitors and it is unlikely that any will come about. No one else is marketing an FDA-approved non-magnetic, MRI-compatible medical device. The recent stock price decline is offering an excellent opportunity to initiate a position or to add shares for an investor interested in a growth stock. My investment thesis: The company is reporting record revenues that exceed the pre-covid time period, but the share price is still 65% below the high. I believe the stock price will follow the strong fundamental picture. I first wrote about the company in 2019 as I saw a disconnect between the stock's fundamentals and the technicals. IRMD was on its third consecutive quarter of record revenues but the stock price had declined about 50%. History is repeating itself for IRMD as the company has again recorded three consecutive quarters of record revenues but the stock price hasn't responded in kind. A comparison of the 2019 and the present charts illustrate similar technical pictures. Despite the reason sell-off the stock price is nearly double now from when my first article was published. I'll follow the technical illustration with a look at the fundamentals which support the stock price resuming its pre-covid uptrend. 2019 chart 2019 chart (Y CHARTS) Present chart IRMD data by YCharts The stock is off 65% from its high of $56/share. The fundamentals point to the stock price climbing back up and reaching new highs. Earnings The company recently reported second-quarter revenue of $12.7 million, nearly a 30% increase over the second quarter of last year, and earnings of $0.26, 116% higher than for the same period in the prior year. It was also reported that bookings were at record levels, setting up continued revenue growth going forward. Management provided guidance of revenue of $13.1 million to $13.3 million for the third quarter and for the full 2022 revenue of $52.5 million to $53.2 million, about 27% higher than for the previous year and higher than pre-covid revenue. Revenues for 2023 could top $70 million if the company continues growing at the same pace. It's possible that the growth rate could accelerate as the company has increased its sales staff and introduced a new product. Share info and valuation There are about 12 million shares. Institutions own about half while insiders own about 43% of the shares. The market cap is $447 million. The company last reported $2.35 million in debt and $52.16 million in cash resulting in an EV of $397 million. The company has sufficient funds to maintain its operations and also make an acquisition if management so desires. IRMD trades at high multiples at first glance but not so when compared to its peer group. IRMD enjoys better margins and therefore the higher P/S and P/B ratios are justified. There's also a premium that IRMD stock can command as the company is a virtual monopoly. IRMD Med. Device Ind. Gross Margin 76% 54% Ebit Margin 26% 16% Price to Sales 6.25 4.04 Price to Book 6.77 4.37 Price to Earnings 35.0 55.39 Compiled by the author from data from CSI Markets Moat The stock price drop in 2019 was due to regulatory compliance issues in Europe and in the U.S. The European Union equivalent of the U.S. FDA found a technical non-conformity with the IRMD MRI compatible patient vital signs monitor. The company received a warning letter from the FDA in 2014 pursuant to a routine inspection that identified eight areas of concern. The warning letter had not been closed until October 2019 and the issue clouded IRMD's future and cast doubt on investors. A great indicator of IRMD's dominance is that Bayer (BAYZF) now offers IRMD non-metallic, MRI-compatible products on its website after stopping production of its own non-magnetic, MRI-compatible devices due to many recalls and FDA warnings. The only other previous IRMD competitor that I could find was Nebion which was also unable to overcome FDA recalls. The Bayer and Nebion experiences and the regulatory hurdles that IRMD has had to clear, point out the difficulties in maintaining regulatory compliance and serve as a moat. A new company seeking to enter IRMD's space would need at least three years to gain FDA clearance. Products The flagship product is a non-magnetic MRI-compatible MRI pump, the MRidium 3860, which serves patients too ill to be taken off intravenous medication and young children who require medication in order to remain still during a scan. The 3860 was FDA approved in 2009. MRidium 3860 (IRadimed website) The FDA approved the company's second commercial device, a non-magnetic MRI-compliant patient monitor system in 2017, the IRadimed 3880. This device is the only portable MRI-compatible patient vital sign monitor allowing for patient monitoring as the patient is moved throughout the hospital. Pumps are the bread and butter of IRMD's business. The monitor is bundled with the pump and offered as a more complete solution. IRadimed The company also offers disposable components, various available upgrades to meet customer needs, and offers extended maintenance contracts. The disposable components and maintenance products provide recurring revenue. The company does not break out what percentage of revenue is recurring. I estimate it to be about 25% of total revenue. A third product, a magnetic detection device has had a delayed introduction due to the pandemic, but sales began this quarter. This device is designed for placement at the entrance to MRI rooms to ensure that magnetic material is detected before it is allowed to enter the room. For anyone not familiar with what happens with magnetic material during an MRI scan please click here. IRadimed

CEO報酬分析

IRADIMED の収益と比較して、Roger Susi の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$24m

Dec 31 2025US$781kUS$386k

US$22m

Sep 30 2025n/an/a

US$21m

Jun 30 2025n/an/a

US$21m

Mar 31 2025n/an/a

US$20m

Dec 31 2024US$690kUS$337k

US$19m

Sep 30 2024n/an/a

US$19m

Jun 30 2024n/an/a

US$19m

Mar 31 2024n/an/a

US$18m

Dec 31 2023US$643kUS$308k

US$17m

Sep 30 2023n/an/a

US$16m

Jun 30 2023n/an/a

US$15m

Mar 31 2023n/an/a

US$14m

Dec 31 2022US$586kUS$290k

US$13m

Sep 30 2022n/an/a

US$13m

Jun 30 2022n/an/a

US$12m

Mar 31 2022n/an/a

US$10m

Dec 31 2021US$615kUS$308k

US$9m

Sep 30 2021n/an/a

US$6m

Jun 30 2021n/an/a

US$5m

Mar 31 2021n/an/a

US$987k

Dec 31 2020US$435kUS$290k

US$1m

Sep 30 2020n/an/a

US$4m

Jun 30 2020n/an/a

US$5m

Mar 31 2020n/an/a

US$10m

Dec 31 2019US$488kUS$288k

US$10m

報酬と市場: Rogerの 総報酬 ($USD 780.60K ) は、 US市場 ($USD 3.71M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Rogerの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Roger Susi (72 yo)

22.3yrs
在職期間
US$780,598
報酬

Mr. Roger E. Susi serves as President and Chief Executive Officer of IRadimed Corporation since May 28, 2020. He founded IRadimed Corporation in 2004 and has been its Chairman of the Board since June 10, 2...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Roger Susi
Founder22.3yrsUS$780.60k34.4%
$ 409.8m
John Glenn
CFO & Corporate Secretary3.9yrsUS$609.99k0.066%
$ 788.2k
Jeff Chiprin
Chief Commercial Officer1.5yrsUS$529.36k0.0054%
$ 64.0k
Randy Waddell
Vice President of Worldwide Sales & Marketing4.8yrsUS$597.28kデータなし
Chris Williamson
Executive Vice President of Continuous Improvement & Information Technology3.9yrsデータなしデータなし
Matt Garner
Controller6.3yrsデータなしデータなし
Lynn Neuhardt
Vice President of Research & Developmentno dataUS$442.20kデータなし
4.4yrs
平均在職期間
63yo
平均年齢

経験豊富な経営陣: IRMDの経営陣は 経験豊富 であると考えられます ( 4.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Roger Susi
Founder9.9yrsUS$780.60k34.4%
$ 409.8m
James Hawkins
Director6.9yrsUS$149.91k0.23%
$ 2.8m
Joseph Kiani
Independent Directorless than a yearUS$172.01kデータなし
Monty Allen
Independent Director12.3yrsUS$169.91k0.16%
$ 2.0m
Hilda Scharen-Guivel
Independent Director3.6yrsUS$162.41k0.067%
$ 801.1k
6.9yrs
平均在職期間
69yo
平均年齢

経験豊富なボード: IRMDの 取締役会経験豊富 であると考えられます ( 6.9年の平均在任期間)。


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2026/05/22 04:30
終値2026/05/22 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
  • 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Youtubeのチュートリアルも掲載しています。

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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

IRADIMED CORPORATION 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。4

アナリスト機関
Lawrence SolowCJS Securities, Inc.
Ilya ZubkovFreedom Broker
Frank TakkinenLake Street Capital Markets, LLC