Assessing 4DMedical (ASX:4DX)’s Valuation After Landmark Philips CT:VQ Distribution Deal

4DMedical (ASX:4DX) just landed its largest commercial order yet, a US$10 million commitment from Philips that embeds its CT:VQ lung imaging technology into Philips’ North American catalogue and fast tracks broader adoption.

See our latest analysis for 4DMedical.

The Philips deal lands after a strong run, with 4DMedical’s 30 day share price return of 25.41% and year to date share price return of 295.83% signalling momentum is clearly building, despite a mixed five year total shareholder return of minus 11.63%.

If this kind of rerating has your attention, it could be a good moment to explore other specialised healthcare names through healthcare stocks.

With revenue still modest, losses sizeable, and the share price already up nearly 300 percent this year, is 4DMedical still flying under the radar, or is the Philips deal’s future growth already fully priced in?

Most Popular Narrative: 17.4% Undervalued

With 4DMedical last closing at A$1.90 against a most-followed fair value of A$2.30, the narrative implies further upside even after the recent rally.

The development and expected FDA approval of the CT:VQ technology, which offers logistical improvements over current nuclear medicine solutions, present a significant opportunity to capture a share of the $1 billion market, potentially enhancing net margins through the provision of superior cost saving technology.

Read the complete narrative.

Want to see what powers that upside call? This story leans on explosive revenue expansion, a transformed margin profile, and a future earnings multiple that rivals sector leaders. Curious how those moving parts fit together to reach that fair value? Read on to unpack the full blueprint behind the numbers.

Result: Fair Value of A$2.30 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this upside depends on 4DMedical containing its rapid cash burn and successfully converting ambitious expansion plans into recurring, economically sustainable revenue.

Find out about the key risks to this 4DMedical narrative.

Build Your Own 4DMedical Narrative

If you see the story differently or want to test your own assumptions against the numbers, you can build a custom narrative in minutes: Do it your way.

A great starting point for your 4DMedical research is our analysis highlighting 2 key rewards and 5 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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