DENTSPLY SIRONA (XRAY): Evaluating Valuation Following CFO Change and Guidance Cut

DENTSPLY SIRONA (XRAY) is making headlines with the swift appointment of Michael Pomeroy as interim Chief Financial Officer following Matt Garth’s unexpected exit just months into the job. This leadership change comes as the company reported earnings that beat estimates, although management also trimmed guidance for the year.

See our latest analysis for DENTSPLY SIRONA.

The leadership shake-up and surprise earnings beat briefly lifted sentiment, but the 1-day share price return of 3.4% was hardly enough to offset the longer-term slide. With a staggering 1-year total shareholder return of -41.1% and a 5-year decline over 77%, momentum has clearly been fading for DENTSPLY SIRONA. Management changes and guidance cuts have kept risk perception high.

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Given the ongoing executive turnover and significant share price decline, the question remains: is DENTSPLY SIRONA now undervalued, or are weak expectations and risks already fully reflected in the stock price, leaving little room for upside?

Most Popular Narrative: 14.5% Undervalued

Based on the most popular narrative, DENTSPLY SIRONA’s estimated fair value is $12.96, which is about 14.5% higher than the last close price of $11.09. This valuation sets expectations for a potential upside if narrative projections materialize, raising the stakes for the company's next strategic moves.

Disciplined capital allocation toward innovation, organic growth, and financial flexibility, along with new leadership focused on execution, positions DENTSPLY SIRONA to capitalize on long-term industry consolidation and the shift toward value-based, high-quality dental care. This approach is expected to support multi-year top-line and bottom-line growth.

Read the complete narrative.

Want to know why analysts are betting on a turnaround? The core of this fair value estimate lies in ambitious profit recovery, margin expansion, and a valuation multiple that hints at industry-changing progress. What bold financial assumptions are baked in? See which levers drive the narrative’s conviction and how far the market could rerate if they’re right.

Result: Fair Value of $12.96 (UNDERVALUED)

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

However, persistent sales declines and exposure to tariffs could quickly undermine the optimistic recovery narrative if these pressures continue or worsen.

Find out about the key risks to this DENTSPLY SIRONA narrative.

Build Your Own DENTSPLY SIRONA Narrative

If you see things differently or want to dive into the numbers on your own, you can shape your own DENTSPLY SIRONA story in just a few minutes, and Do it your way

A great starting point for your DENTSPLY SIRONA research is our analysis highlighting 3 key rewards and 1 important warning sign 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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