Masimo 향후 성장
Future 기준 점검 1/6
Masimo은 연간 수입과 매출이 각각 12.4%와 6.3% 증가할 것으로 예상되고 EPS는 연간 11.5%만큼 증가할 것으로 예상됩니다.
핵심 정보
12.4%
이익 성장률
11.48%
EPS 성장률
| Medical Equipment 이익 성장 | 16.2% |
| 매출 성장률 | 6.3% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 28 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • May 29
Is It Time To Consider Buying Masimo Corporation (NASDAQ:MASI)?
Masimo Corporation ( NASDAQ:MASI ), is not the largest company out there, but it saw significant share price movement...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
새 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,850 | 302 | N/A | N/A | 1 |
| 12/31/2027 | 1,747 | 297 | N/A | N/A | 6 |
| 12/31/2026 | 1,628 | 260 | N/A | N/A | 2 |
| 4/4/2026 | 1,559 | 217 | 206 | 232 | N/A |
| 1/3/2026 | 1,527 | 208 | 193 | 218 | N/A |
| 9/27/2025 | 2,182 | -240 | 168 | 208 | N/A |
| 6/28/2025 | 2,154 | -270 | 134 | 177 | N/A |
| 3/29/2025 | 1,428 | 31 | 150 | 182 | N/A |
| 12/28/2024 | 1,395 | 16 | 158 | 196 | N/A |
| 9/28/2024 | 1,576 | 115 | 171 | 223 | N/A |
| 6/29/2024 | 1,711 | 101 | 125 | 190 | N/A |
| 3/30/2024 | 1,823 | 92 | 59 | 140 | N/A |
| 12/30/2023 | 1,276 | 108 | 32 | 94 | N/A |
| 9/30/2023 | 2,116 | 89 | -58 | 10 | N/A |
| 7/1/2023 | 2,187 | 116 | -28 | 28 | N/A |
| 4/1/2023 | 2,297 | 118 | -45 | 7 | N/A |
| 12/31/2022 | 2,036 | 144 | -27 | 29 | N/A |
| 10/1/2022 | 1,746 | 171 | 78 | 134 | N/A |
| 7/2/2022 | 1,505 | 191 | 147 | 205 | N/A |
| 4/2/2022 | 1,244 | 223 | 181 | 229 | N/A |
| 1/1/2022 | 1,239 | 230 | 230 | 265 | N/A |
| 10/2/2021 | 1,207 | 232 | 188 | 232 | N/A |
| 7/3/2021 | 1,177 | 224 | 149 | 190 | N/A |
| 4/3/2021 | 1,173 | 229 | 176 | 228 | N/A |
| 1/2/2021 | 1,144 | 240 | 131 | 211 | N/A |
| 9/26/2020 | 1,096 | 223 | 138 | 217 | N/A |
| 6/27/2020 | 1,047 | 222 | 148 | 227 | N/A |
| 3/28/2020 | 976 | 211 | N/A | 222 | N/A |
| 12/28/2019 | 938 | 196 | N/A | 222 | N/A |
| 9/28/2019 | 913 | 190 | N/A | 215 | N/A |
| 6/29/2019 | 895 | 198 | N/A | 212 | N/A |
| 3/30/2019 | 877 | 197 | N/A | 210 | N/A |
| 12/29/2018 | 858 | 194 | N/A | 240 | N/A |
| 9/29/2018 | 843 | 139 | N/A | 225 | N/A |
| 6/30/2018 | 826 | 118 | N/A | 199 | N/A |
| 3/31/2018 | 807 | 119 | N/A | 114 | N/A |
| 12/30/2017 | 790 | 125 | N/A | 56 | N/A |
| 9/30/2017 | 766 | 348 | N/A | 338 | N/A |
| 7/1/2017 | 740 | 340 | N/A | 347 | N/A |
| 4/1/2017 | 720 | 325 | N/A | 414 | N/A |
| 12/31/2016 | 713 | 311 | N/A | 419 | N/A |
| 10/1/2016 | 672 | 109 | N/A | 150 | N/A |
| 7/2/2016 | 657 | 101 | N/A | 145 | N/A |
| 4/2/2016 | 640 | 90 | N/A | 117 | N/A |
| 1/2/2016 | 623 | 83 | N/A | 117 | N/A |
| 10/3/2015 | 623 | 80 | N/A | 85 | N/A |
| 7/4/2015 | 613 | 76 | N/A | 86 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: MASI 의 연간 예상 수익 증가율(12.4%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: MASI 의 연간 수익(12.4%)이 US 시장(16.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: MASI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: MASI 의 수익(연간 6.3%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: MASI 의 수익(연간 6.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: MASI의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 20:48 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/04/04 |
| 연간 수익 | 2026/01/03 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 가이드와 YouTube 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
Masimo Corporation는 22명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Polark | Baird |
| Charley Jones | Barrington Research Associates, Inc. |
| Ravi Misra | Berenberg |