Loading...
IRMD logo

IRADIMED CORPORATIONNasdaqGM:IRMD 주식 보고서

시가총액 US$1.1b
주가
US$90.40
US$118.67
23.8% 저평가 내재 할인율
1Y69.9%
7D6.0%
포트폴리오 가치
보기

IRADIMED CORPORATION

NasdaqGM:IRMD 주식 리포트

시가총액: US$1.1b

IRADIMED (IRMD) 주식 개요

이라디메드 코퍼레이션은 자기공명영상(MRI) 호환 정맥주입 펌프 시스템과 MRI 호환 환자 활력 징후 모니터링 시스템 및 관련 액세서리를 개발, 제조, 판매, 유통하는 회사입니다. 자세히 보기

IRMD 펀더멘털 분석
스노우플레이크 점수
가치 평가0/6
미래 성장1/6
과거 실적5/6
재무 건전성6/6
배당2/6

강점

위험 분석

우리의 위험 점검에서 IRMD에 대한 위험이 감지되지 않았습니다.

IRMD Community Fair Values

Create Narrative

See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

IRADIMED CORPORATION 경쟁사

가격 이력 및 성과

IRADIMED 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$90.40
52주 최고가US$107.90
52주 최저가US$50.88
베타0.91
1개월 변동-2.72%
3개월 변동-10.37%
1년 변동69.89%
3년 변동87.55%
5년 변동216.86%
IPO 이후 변동813.13%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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

주주 수익률

IRMDUS Medical EquipmentUS 시장
7D6.0%4.0%-0.3%
1Y69.9%-18.6%26.7%

수익률 대 산업: IRMD은 지난 1년 동안 -18.6%의 수익을 기록한 US Medical Equipment 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: IRMD은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is IRMD's price volatile compared to industry and market?
IRMD volatility
IRMD Average Weekly Movement4.3%
Medical Equipment Industry Average Movement8.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: IRMD는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: IRMD의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
1992166Roger Susiwww.iradimed.com

이라디메드 코퍼레이션은 자기공명영상(MRI) 호환 정맥주입 펌프 시스템과 MRI 호환 환자 활력 징후 모니터링 시스템 및 관련 액세서리를 개발, 제조, 판매, 유통하는 기업입니다. 이 회사는 일회용 IV 튜브 세트가 포함된 MRidium 3870 및 3860+ MRI 호환 정맥주입 펌프 시스템, 3880 MRI 호환 환자 활력 징후 모니터링 시스템, 원격 알람 로깅 장치 강자성 감지 장치가 포함된 3600 FMD1을 제공합니다. 또한 비자기 IV 폴, 무선 원격 디스플레이/제어, 사이드카 펌프 모듈, 선량 오류 감소 시스템, 센서 및 액세서리가 포함된 SpO2 모니터링도 제공합니다.

IRADIMED CORPORATION 기초 지표 요약

IRADIMED의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
IRMD 기초 통계
시가총액US$1.12b
순이익 (TTM)US$23.61m
매출 (TTM)US$86.28m
48.9x
주가수익비율(P/E)
13.4x
주가매출비율(P/S)

IRMD는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
IRMD 손익계산서 (TTM)
매출US$86.28m
매출원가US$19.99m
총이익US$66.30m
기타 비용US$42.68m
순이익US$23.61m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.85
총이익률76.84%
순이익률27.36%
부채/자본 비율0%

IRMD의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

0.9%
현재 배당 수익률
40%
배당 성향

IRMD는 안정적으로 배당을 지급합니까?

IRMD 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 IRMD를 매수해야 하나요?
IRADIMED 배당 일정
배당락일May 15 2026
배당 지급일May 29 2026
배당락일까지 남은 일수7 days
배당 지급일까지 남은 일수7 days

IRMD는 안정적으로 배당을 지급합니까?

IRMD 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 12:32
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

IRADIMED CORPORATION는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Lawrence SolowCJS Securities, Inc.
Ilya ZubkovFreedom Broker
Frank TakkinenLake Street Capital Markets, LLC