Masimo（MASI）株式概要
マシモ・コーポレーションは、さまざまな患者モニタリング技術、自動化および接続ソリューションの開発、製造、マーケティングを世界中で行っています。 詳細
MASI Community Fair Values
Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Masimo Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$178.45 |
| 52週高値 | US$179.00 |
| 52週安値 | US$125.94 |
| ベータ | 1.13 |
| 1ヶ月の変化 | -0.017% |
| 3ヶ月変化 | 1.76% |
| 1年変化 | 8.13% |
| 3年間の変化 | 8.34% |
| 5年間の変化 | -14.66% |
| IPOからの変化 | 753.83% |
最新ニュース
ナラティブの更新 • May 12
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.ナラティブの更新 • Apr 23
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.ナラティブの更新 • Apr 09
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.Recent updates
ナラティブの更新 • May 12
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.ナラティブの更新 • Apr 23
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.ナラティブの更新 • Apr 09
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.ナラティブの更新 • Mar 25
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.ナラティブの更新 • Mar 05
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.ナラティブの更新 • Feb 18
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.Seeking Alpha • Feb 17
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 Alphaナラティブの更新 • Nov 21
MASI: 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.分析記事 • Sep 12
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...分析記事 • Aug 01
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...分析記事 • Jun 19
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...Seeking Alpha • Apr 25
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 AlphaSeeking Alpha • Dec 11
Masimo: 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 AlphaSeeking Alpha • Sep 25
Masimo 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
新しいナラティブ • Aug 28
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.株主還元
| MASI | US Medical Equipment | US 市場 | |
|---|---|---|---|
| 7D | -0.2% | -3.5% | 1.6% |
| 1Y | 8.1% | -21.8% | 28.2% |
業界別リターン: MASI過去 1 年間で-21.8 % の収益を上げたUS Medical Equipment業界を上回りました。
リターン対市場: MASI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
| MASI volatility | |
|---|---|
| MASI Average Weekly Movement | 0.5% |
| Medical Equipment Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: MASI 、 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: MASIの 週次ボラティリティ は、過去 1 年間で6%から1%に減少しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1989 | 2,200 | Katie Szyman | www.masimo.com |
マシモ・コーポレーションは、さまざまな患者モニタリング技術、自動化および接続ソリューションの開発、製造、マーケティングを世界中で行っています。従来のパルスオキシメトリーの主な限界に対処するために、測定スルーモーションと低灌流パルスオキシメトリーモニタリングを備えたMasimo Signal Extraction Technology (SET)パルスオキシメトリー、酸素、カルボキシヘモグロビン、メトヘモグロビンの非侵襲的モニタリングを可能にするRainbow SET Pulse CO-Oximetry製品を含むMasimo Rainbow SETプラットフォームを提供しています。また、脳機能・血行動態モニタリングソリューション、患者の体位・活動トラッキング、神経調節技術ソリューション、Patient SafetyNet、Iris、iSirona、Replica、UniViewなどの病院自動化ソリューション、脳機能モニタリング、血行動態モニタリング、局所オキシメトリ、音響呼吸数モニタリング、カプノグラフィ・ガスモニタリング、遠隔医療ソリューションなどのMasimo Hospital Automationプラットフォームも提供している。さらに、同社は直販部隊、代理店、相手先ブランド製造業者を通じて、病院、救急医療サービス、在宅介護プロバイダー、長期介護施設、医院、獣医師、消費者に製品を提供している。マシモ・コーポレーションは1989年に設立され、カリフォルニア州アーバインに本社を置いている。
Masimo Corporation 基礎のまとめ
| MASI 基礎統計学 | |
|---|---|
| 時価総額 | US$9.34b |
| 収益（TTM） | US$216.80m |
| 売上高(TTM) | US$1.56b |
43.1x
PER（株価収益率6.0x
P/SレシオMASI は割高か？
公正価値と評価分析を参照収益と収入
| MASI 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.56b |
| 売上原価 | US$598.00m |
| 売上総利益 | US$960.50m |
| その他の費用 | US$743.70m |
| 収益 | US$216.80m |
直近の収益報告
Apr 04, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.14 |
| グロス・マージン | 61.63% |
| 純利益率 | 13.91% |
| 有利子負債／自己資本比率 | 57.3% |
MASI 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 | 2026/06/01 09:52 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/04/04 |
| 年間収益 | 2026/01/03 |
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 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Masimo Corporation 6 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。22
| アナリスト | 機関 |
|---|---|
| Michael Polark | Baird |
| Charley Jones | Barrington Research Associates, Inc. |
| Ravi Misra | Berenberg |