Masimo Management
Management criteria checks 0/4
Masimo's CEO is Katie Szyman, appointed in Feb 2025, has a tenure of 1.25 years. total yearly compensation is $19.91M, comprised of 4.3% salary and 95.7% bonuses, including company stock and options. directly owns 0.025% of the company’s shares, worth $2.37M. The average tenure of the management team and the board of directors is 1.3 years and 1.6 years respectively.
Key information
Katie Szyman
Chief executive officer
US$19.9m
Total compensation
| CEO salary percentage | 4.27% |
| CEO tenure | 1.3yrs |
| CEO ownership | 0.03% |
| Management average tenure | 1.3yrs |
| Board average tenure | 1.6yrs |
Recent management updates
Recent updates
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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 AlphaNarrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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
New Narrative • 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 Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Apr 04 2026 | n/a | n/a | US$217m |
| Jan 03 2026 | US$20m | US$850k | US$208m |
Compensation vs Market: Katie's total compensation ($USD19.91M) is above average for companies of similar size in the US market ($USD8.38M).
Compensation vs Earnings: Insufficient data to compare Katie's compensation with company performance.
CEO
Katie Szyman (58 yo)
1.3yrs
Tenure
US$19,908,496
Compensation
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$19.91m | 0.025% $ 2.4m | |
| Executive VP & CFO | 8.6yrs | US$4.46m | 0.049% $ 4.6m | |
| Executive Vice President of Operations | less than a year | US$1.80m | 0.065% $ 6.1m | |
| Executive VP & General Counsel | 1.3yrs | US$2.68m | no data | |
| Chief Commercial Officer | less than a year | US$2.22m | no data | |
| Senior VP & Chief Accounting Officer | 3.3yrs | no data | no data | |
| Executive VP & Chief Information Officer | 24.1yrs | US$1.49m | no data | |
| Chairman of Scientific Advisory Board & Chief Science Officer | 11.2yrs | US$139.56k | no data | |
| Senior Vice President of FP&A and Investor Relations | no data | no data | no data | |
| Chief Marketing & Strategy Officer | less than a year | no data | no data | |
| Chief Human Resources Officer | 1.1yrs | no data | 0.00041% $ 38.4k | |
| Chief of Engineering | less than a year | US$992.45k | no data |
1.3yrs
Average Tenure
59yo
Average Age
Experienced Management: MASI's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$19.91m | 0.025% $ 2.4m | |
| Chairman of Scientific Advisory Board & Chief Science Officer | no data | US$139.56k | no data | |
| Independent Director | 1.6yrs | US$276.53k | 0.0050% $ 466.3k | |
| Independent Director | 1.6yrs | US$277.49k | 0.0050% $ 466.3k | |
| Independent Director | 1.7yrs | US$294.85k | 0.0034% $ 320.2k | |
| Independent Vice-Chairman | 2.9yrs | US$309.10k | 0% $ 0 | |
| Independent Chairman | 2.9yrs | US$1.61m | 0.016% $ 1.5m |
1.6yrs
Average Tenure
60yo
Average Age
Experienced Board: MASI's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/20 11:51 |
| End of Day Share Price | 2026/05/20 00:00 |
| Earnings | 2026/04/04 |
| Annual Earnings | 2026/01/03 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Masimo Corporation is covered by 22 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Polark | Baird |
| Charley Jones | Barrington Research Associates, Inc. |
| Ravi Misra | Berenberg |