Masimo Corporation

NasdaqGS:MASI 주식 리포트

시가총액: US$9.4b

Masimo 경영진

경영진 기준 점검 0/4

Masimo CEO는 Katie Szyman, Feb2025 에 임명되었습니다 의 임기는 1.33 년입니다. 총 연간 보상은 $19.91M, 4.3% 급여 및 95.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.38M 가치에 해당하는 회사 주식의 0.025% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.3 년과 1.7 년입니다.

핵심 정보

Katie Szyman

최고경영자

US$19.9m

총 보수

CEO 급여 비율4.27%
CEO 재임 기간1.3yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간1.7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 07

MASI: Patent Rulings And Merger Vote Will Shape Future Returns

Analysts have kept Masimo's fair value estimate steady at $180, with only modest tweaks to the discount rate and projected P/E assumptions driving the latest price target update. Analyst Commentary Recent Street research around Masimo points to a mixed but focused debate on valuation, execution, and the impact of corporate actions, especially in relation to broader medtech peers.
내러티브 업데이트 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.
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 Alpha
내러티브 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...
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 Alpha
Seeking 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 Alpha
Seeking 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
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새로운 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.

CEO 보수 분석

Katie Szyman의 보수는 Masimo의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Apr 04 2026n/an/a

US$217m

Jan 03 2026US$20mUS$850k

US$208m

보상 대 시장: Katie의 총 보수(USD19.91M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M)보다 높습니다.

보상과 수익: Katie의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Katie Szyman (59 yo)

1.3yrs
재임 기간
US$19,908,496
보수

Ms. Catherine M. Szyman, also known as Katie, serves as Chief Executive Officer and Director at Masimo Corporation since February 12, 2025. She is an Independent Director of Inari Medical, Inc. since Novem...


리더십 팀

이름직위재임 기간보수지분
Catherine Szyman
CEO & Director1.3yrsUS$19.91m0.025%
$ 2.4m
Micah Young
Executive VP & CFO8.7yrsUS$4.46m0.049%
$ 4.6m
Anand Sampath
Executive Vice President of Operationsless than a yearUS$1.80m0.065%
$ 6.1m
Charles Dadswell
Executive VP & General Counsel1.4yrsUS$2.68m데이터 없음
Greg Meehan
Chief Commercial Officerless than a yearUS$2.22m데이터 없음
Paul Hataishi
Senior VP & Chief Accounting Officer3.3yrs데이터 없음데이터 없음
Yongsam Lee
Executive VP & Chief Information Officer24.2yrsUS$1.49m데이터 없음
Steven Barker
Chairman of Scientific Advisory Board & Chief Science Officer11.3yrsUS$139.56k데이터 없음
Matthew Brinckman
Senior Vice President of FP&A and Investor Relationsno data데이터 없음데이터 없음
Tim Benner
Chief Marketing & Strategy Officer1yr데이터 없음데이터 없음
Elisabeth Hellmann
Chief Human Resources Officer1.2yrs데이터 없음0.00041%
$ 38.6k
Ammar Al-Ali
Chief of Engineeringless than a yearUS$992.45k데이터 없음
1.3yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 관리: MASI의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Catherine Szyman
CEO & Director1.3yrsUS$19.91m0.025%
$ 2.4m
Steven Barker
Chairman of Scientific Advisory Board & Chief Science Officerno dataUS$139.56k데이터 없음
Wendy Lane
Independent Director1.7yrsUS$276.53k0.0050%
$ 469.3k
Timothy Scannell
Independent Director1.7yrsUS$277.49k0.0050%
$ 469.3k
Darlene J. Solomon
Independent Director1.8yrsUS$294.85k0.0034%
$ 322.3k
Quentin Koffey
Independent Vice-Chairman3yrsUS$309.10k0%
$ 0
Michelle Brennan
Independent Chairman3yrsUS$1.61m0.016%
$ 1.5m
1.7yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: MASI의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 1.7 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 00:01
종가2026/06/09 00:00
수익2026/04/04
연간 수익2026/01/03

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.

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

Masimo Corporation는 21명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Michael PolarkBaird
Charley JonesBarrington Research Associates, Inc.
Ravi MisraBerenberg