Loading...
CNMD logo

CONMED CorporationNYSE:CNMD 株式レポート

時価総額 US$1.1b
株価
US$37.23
US$40
6.9% 割安 内在価値ディスカウント
1Y-32.8%
7D4.9%
1D
ポートフォリオ価値
表示

CONMED Corporation

NYSE:CNMD 株式レポート

時価総額:US$1.1b

CONMED(CNMD)株式概要

医療技術企業であるCONMED Corporationは、外科手術用の機器や装置の開発、製造、販売を行っている。 詳細

CNMD ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長3/6
過去の実績1/6
財務の健全性3/6
配当金0/6

CNMD Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

CONMED Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要CONMED
過去の株価
現在の株価US$37.23
52週高値US$60.35
52週安値US$33.21
ベータ0.94
1ヶ月の変化-3.27%
3ヶ月変化-17.52%
1年変化-32.80%
3年間の変化-68.54%
5年間の変化-72.96%
IPOからの変化1,761.50%

最新ニュース

ナラティブの更新 May 20

CNMD: Execution And Margin Stability Will Be Tested In Medtech Reset

Analysts have reduced CONMED's fair value estimate and price target to $40 from $52. They cite a reset in medtech valuations, concerns around product cycles and utilization, and a lower assumed future P/E multiple, while keeping revenue growth and profit margin assumptions broadly steady.

Recent updates

ナラティブの更新 May 20

CNMD: Execution And Margin Stability Will Be Tested In Medtech Reset

Analysts have reduced CONMED's fair value estimate and price target to $40 from $52. They cite a reset in medtech valuations, concerns around product cycles and utilization, and a lower assumed future P/E multiple, while keeping revenue growth and profit margin assumptions broadly steady.
ナラティブの更新 May 01

CNMD: Execution Repairs And Margin Stability Will Support Future Upside

Narrative Update Overview Analysts have trimmed their average price targets on CONMED by $3, alongside neutral ratings and concerns around product execution and a lack of near term catalysts, even as updated assumptions reflect steady revenue growth, profit margins around 10.8% and a slightly lower future P/E multiple. Analyst Commentary Recent research on CONMED has centered on valuation reset, execution around key products, and the search for clear catalysts, with JPMorgan trimming its price target by $3 and other firms shifting to more neutral stances.
ナラティブの更新 Apr 17

CNMD: Execution Questions And Limited Catalysts Will Shape Balanced Risk Profile

Analysts have reset their price target on CONMED to $39, trimming it by $16 from the prior $55. They cite concerns around AirSeal competition, recent execution issues, and a lack of clear near term catalysts for a turnaround in sentiment.
ナラティブの更新 Apr 02

CNMD: Execution Rebound And Margin Focus Will Support Future Upside

The analyst price target for CONMED has been reduced by $3 to $52, as analysts factor in a slightly higher discount rate and a lower future P/E multiple while still modeling modestly higher revenue growth and profit margins, and acknowledging recent downgrades that highlight concerns around execution and a lack of near term catalysts. Analyst Commentary Recent research on CONMED reflects a mixed setup, with some analysts focused on execution risks and a lack of clear near term catalysts, while others maintain a more balanced stance that supports a mid range valuation and steady expectations.
ナラティブの更新 Mar 18

CNMD: Execution Concerns And Leadership Transition Will Shape Balanced Risk Profile

Narrative Update: CONMED Price Target Shift The analyst price target for CONMED has been revised from $42 to $39, with analysts pointing to execution missteps, weaker sentiment around the AirSeal product, and a lack of clear near term catalysts as key reasons for the adjustment. Analyst Commentary Recent Street research on CONMED has tilted more cautious, with several bearish analysts highlighting execution risk, questions around AirSeal, and a limited near term catalyst path to re-rate the shares.
ナラティブの更新 Mar 04

CNMD: Portfolio Refocus And Leadership Change Will Shape Balanced Risk Profile

Narrative Update on CONMED Analysts kept their $42 price target for CONMED unchanged. They cited slightly higher assumed revenue growth and profit margins along with a modestly lower discount rate and future P/E, which together support a steady valuation view despite ongoing sector volatility highlighted in recent research.
ナラティブの更新 Feb 17

CNMD: Portfolio Refocus And Higher Future P/E Will Support Returns

Analysts maintained their fair value estimate for CONMED at $55.00 and refreshed their price target framework to incorporate more conservative assumptions for revenue growth and profit margins, while also reflecting a higher future P/E multiple. Analyst Commentary Bullish analysts appear comfortable holding their US$55.00 fair value estimate for CONMED while updating models to reflect more conservative assumptions for revenue growth and margins.
ナラティブの更新 Feb 03

CNMD: Future Portfolio Shift And Capital Moves Signal Balanced Risk Profile

Analysts have reduced their price target on CONMED to US$42 from US$55, citing a higher discount rate, more conservative revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple in their updated models. Analyst Commentary Bearish analysts are using the lower US$42 price target as a signal that they see less room for upside in CONMED at current levels, especially when they factor in higher discount rates and more cautious revenue assumptions.
ナラティブの更新 Jan 19

CNMD: Gastro Exit And Buybacks Will Support Future Margin Expansion

Analysts modestly adjusted their price target for CONMED, citing a slightly lower discount rate, unchanged fair value of $48.40, and minimal tweaks to long term growth and P/E assumptions that together fine tune their outlook rather than overhaul it. Analyst Commentary Bullish Takeaways Bullish analysts see the steady fair value estimate of $48.40, together with the slightly lower discount rate, as a sign that their view on CONMED’s risk profile and long term earnings power remains intact even after recent fine tuning.
ナラティブの更新 Jan 05

CNMD: Gastro Exit And Buybacks Will Support Margin Expansion Ahead

Analysts have trimmed their price target for CONMED to about US$48.40 from roughly US$54.00, pointing to slightly lower growth assumptions and a reduced future P/E multiple, partly balanced by a marginally higher profit margin outlook. What's in the News CONMED plans to exit its gastroenterology product lines, aiming to focus resources on core areas such as minimally invasive, robotic and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair (Key Developments).
ナラティブの更新 Dec 20

CNMD: Focused Surgical Portfolio And Buybacks Will Support Stronger Future Returns

Analysts have lowered their price target on CONMED from 80.00 dollars to 55.00 dollars, citing slightly slower expected revenue growth and a higher discount rate that more than offset improved margin and valuation assumptions. What's in the News CONMED will exit its gastroenterology product lines to focus resources on core areas including minimally invasive, robotic, and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair.
Seeking Alpha Dec 15

Conmed Taking On More Pain In The Pursuit Of Future Gain

Summary Conmed (CNMD) shares are nearing decade lows despite credible progress with supply issues and ongoing efforts to shift toward higher-growth, higher-margin products. Management accelerated the exit from the lower-margin gastroenterology business, trading near-term revenue and EPS dilution for an 80bp margin boost and improved strategic focus. AirSeal's attach rate remains pressured by Intuitive Surgical's dv5, but upside exists from non-robotic procedures and OUS and ACS market expansion. CNMD appears undervalued on DCF and EV/revenue, but lacks near-term growth catalysts and remains a high-risk value play pending tangible restructuring results. Read the full article on Seeking Alpha
ナラティブの更新 Dec 06

CNMD: Margin Expansion And Buyback Program Will Drive Strong Future Returns

Analysts have nudged their price target on CONMED slightly higher to $54, citing modestly lower discount rate and revenue growth assumptions, offset by a slightly improved profit margin outlook and a marginally lower future P/E multiple that together support a stable valuation profile. Analyst Commentary Analyst views on CONMED remain balanced, with recent model tweaks reflecting a more nuanced outlook on growth, profitability, and valuation.
ナラティブの更新 Nov 22

CNMD: Margin Initiatives And Robust Buyback Will Drive Long-Term Shareholder Value

CONMED's analyst price target has been reduced from $56 to $54 per share, as analysts cite modest cuts to growth and profit outlooks, along with slightly higher discount rates following recent sector updates. Analyst Commentary Analysts have provided a range of perspectives on CONMED’s outlook based on recent developments in company performance and sector trends.
ナラティブの更新 Nov 07

CNMD: Improving Profit Margins And Robust Buyback Program Will Drive Shareholder Value

CONMED's analyst price target has been lowered from $61 to $56. This change reflects a more cautious stance as analysts point to expectations of slower revenue growth and a higher discount rate, despite improvements in underlying profit margins and future valuation multiples.
分析記事 Oct 06

These 4 Measures Indicate That CONMED (NYSE:CNMD) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Sep 12

CONMED (NYSE:CNMD) Has Announced A Dividend Of $0.20

CONMED Corporation ( NYSE:CNMD ) has announced that it will pay a dividend of $0.20 per share on the 3rd of October...
分析記事 Aug 08

CONMED's (NYSE:CNMD) Solid Profits Have Weak Fundamentals

CONMED Corporation ( NYSE:CNMD ) just reported some strong earnings, and the market reacted accordingly with a healthy...
分析記事 Jul 03

Are Investors Undervaluing CONMED Corporation (NYSE:CNMD) By 49%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, CONMED fair value estimate is US$107 Current share price of...
分析記事 May 24

CONMED (NYSE:CNMD) Is Paying Out A Dividend Of $0.20

CONMED Corporation ( NYSE:CNMD ) will pay a dividend of $0.20 on the 3rd of July. This means the dividend yield will be...
分析記事 May 17

CONMED Corporation's (NYSE:CNMD) Shares Bounce 26% But Its Business Still Trails The Market

Those holding CONMED Corporation ( NYSE:CNMD ) shares would be relieved that the share price has rebounded 26% in the...
分析記事 Mar 31

Is CONMED (NYSE:CNMD) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Feb 28

Repeated Disappointments On Growth And Margins Leaves Conmed Even Deeper In The Doghouse

Summary Conmed's ambitious revenue growth targets and ongoing operational issues have led to underperformance, with shares down 10% since my last update and ongoing concerns about growth, margins, and tariffs. Despite a decent Q4, Conmed's 2025 guidance was disappointing, with no margin expansion expected and a need to remediate supply and inventory issues. The threatened 25% tariff on goods imported from Mexico could severely affect earnings, adding to the company's existing operational and competitive challenges. While Conmed's valuation appears undemanding, significant risks and uncertainties suggest it may be prudent to wait for clearer signs of improvement before investing. Read the full article on Seeking Alpha
分析記事 Feb 28

CONMED (NYSE:CNMD) Is Paying Out A Dividend Of $0.20

CONMED Corporation ( NYSE:CNMD ) will pay a dividend of $0.20 on the 4th of April. This means the dividend yield will...
分析記事 Feb 08

CONMED Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that CONMED Corporation ( NYSE:CNMD ) filed its full-year result this time last week...
分析記事 Jan 20

CONMED Corporation (NYSE:CNMD) Looks Inexpensive But Perhaps Not Attractive Enough

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 Jan 01

Is Now The Time To Look At Buying CONMED Corporation (NYSE:CNMD)?

CONMED Corporation ( NYSE:CNMD ), might not be a large cap stock, but it saw a decent share price growth of 11% on the...
分析記事 Dec 13

CONMED (NYSE:CNMD) Has Affirmed Its Dividend Of $0.20

The board of CONMED Corporation ( NYSE:CNMD ) has announced that it will pay a dividend on the 3rd of January, with...
分析記事 Nov 25

Does CONMED (NYSE:CNMD) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 Nov 07

CONMED's (NYSE:CNMD) Earnings Are Weaker Than They Seem

Unsurprisingly, CONMED Corporation's ( NYSE:CNMD ) stock price was strong on the back of its healthy earnings report...
分析記事 Nov 02

Earnings Beat: CONMED Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for CONMED Corporation ( NYSE:CNMD ) shareholders, with its shares surging 13% to...

株主還元

CNMDUS Medical EquipmentUS 市場
7D4.9%4.4%1.0%
1Y-32.8%-17.9%28.7%

業界別リターン: CNMD過去 1 年間で-17.9 % の収益を上げたUS Medical Equipment業界を下回りました。

リターン対市場: CNMDは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is CNMD's price volatile compared to industry and market?
CNMD volatility
CNMD Average Weekly Movement5.6%
Medical Equipment Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

安定した株価: CNMD 、 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: CNMDの 週次ボラティリティ ( 6% ) 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
19703,900Pat Beyerwww.conmed.com

医療技術企業であるCONMED Corporationは、外科手術用の機器や装置の開発、製造、販売を行っている。同社は、BioBrace、TruShot with Y-Knot All-In-One Soft Tissue Fixation System、Y-knot All-Suture Anchors、Agro Knotless Suture Anchorsなどの整形外科製品、軟部組織損傷の補強と修復のための臨床的ソリューションを整形外科医に提供するほか、外科医が低侵襲のスポーツ医学手術を行えるようにする動力式切除器具、流体管理、可視化システム、関連シングルユース製品などのサポート製品を提供している。また、ホール外科のブランド名で、整形外科、関節鏡、口腔/顎顔面、足病学、脊椎、心臓胸部外科手術に使用するバッテリー式、オートクレーブ式、大型、小型の骨用パワーツールシステムも提供している。さらに、AirSealブランドの臨床気腹システム、Buffalo Filterブランドの排煙装置などの一般外科製品、低侵襲手術に使用されるAnchor1ラインの組織回収バッグ、トロッカー、吸引灌流装置、把持器、はさみ、解剖器などのエンドメカニカル製品、モノポーラおよびバイポーラ発生器、アルゴンビーム凝固発生器、ハンドピース、排煙管理システム、その他の付属品からなる電気外科ソリューションを提供している。さらに、消化器外科手術に使用する治療・診断用製品を含む内視鏡技術、拡張、止血、胆道、狭窄管理、感染予防などの疾患を治療する製品、ECG電極、EEG電極、心臓除細動パッドなどの患者モニタリング用製品を提供している。同社は、病院、手術センター、その他の医療機関に直接製品を販売するほか、医療専門代理店を通じて製品を販売している。同社は1970年に設立され、フロリダ州ラルゴに本社を置いている。

CONMED Corporation 基礎のまとめ

CONMED の収益と売上を時価総額と比較するとどうか。
CNMD 基礎統計学
時価総額US$1.11b
収益(TTM)US$54.85m
売上高(TTM)US$1.37b
20.4x
PER(株価収益率
0.8x
P/Sレシオ

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
CNMD 損益計算書(TTM)
収益US$1.37b
売上原価US$629.54m
売上総利益US$740.97m
その他の費用US$686.12m
収益US$54.85m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)1.82
グロス・マージン54.07%
純利益率4.00%
有利子負債/自己資本比率84.5%

CNMD 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2026/05/22 09:18
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。

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

CONMED 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。16

アナリスト機関
Travis SteedBarclays
Travis SteedBofA Global Research
Travis SteedBofA Global Research