A Look at Medtronic’s Valuation Following Minze Health Partnership and Expansion of Digital Bladder Monitoring Solutions

Medtronic has signed a three-year deal with Minze Health to commercialize the Minze Diary Pod across Europe, the Middle East and Africa. This move strengthens Medtronic’s digital health offerings for patients using its InterStim system for bladder control.

See our latest analysis for Medtronic.

Following the Minze Health partnership and a recent executive transition, Medtronic’s share price momentum has been building, with a 19.4% year-to-date share price return and a 12.5% total shareholder return over the past year. This performance suggests that confidence in the company’s growth and evolving digital health strategy is on the rise, as investors respond to its strengthened offering for bladder control therapies and steady progress despite market shifts.

Curious which other healthcare innovators are quietly climbing the ranks? Now is the perfect time to explore See the full list for free.

With the stock posting impressive returns this year and several growth drivers in play, investors are left to wonder if Medtronic remains undervalued or if expectations for future growth are already reflected in the price.

Most Popular Narrative: 5.3% Undervalued

With Medtronic’s fair value set at $101.13 and a last close price of $95.81, the narrative points to meaningful upside. This combines an upbeat valuation outlook with the company’s expanding digital health and robotics footprint, creating anticipation for further catalysts.

Medtronic's investments and breakthroughs in digital health technologies, robotics (Hugo), next-generation sensors, and AI-enabled ecosystems (such as spine AiBLE and advanced neuromodulation) align with industry-wide digital transformation and minimally invasive trends. These platforms are expected to expand procedure volumes and capture market share, supporting future top-line growth and higher-margin revenue streams.

Read the complete narrative.

Curious what powers this optimistic valuation? There is a bold future growth plan at the core, backed by analyst projections of robust sales, margin expansion, and a profit multiple that challenges the industry norm. Can Medtronic hit these ambitious financial targets? See exactly what’s priced in and why the analyst consensus could surprise you.

Result: Fair Value of $101.13 (UNDERVALUED)

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

However, investors should remain cautious, as unexpected margin pressure or underperformance in key business segments could quickly challenge this positive outlook.

Find out about the key risks to this Medtronic narrative.

Build Your Own Medtronic Narrative

If you see the story differently or want to analyze the numbers for yourself, you can easily craft your own narrative in just a few minutes, then Do it your way

A great starting point for your Medtronic research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.

Looking for more investment ideas?

Don’t let opportunity pass you by. If you want to spot tomorrow’s outperformers before everyone else, use these expert-curated stock ideas right now:

• Boost your income potential by checking out these 14 dividend stocks with yields > 3% with compelling yields and sustained payout histories.
• Tap into groundbreaking industry trends by searching these 25 AI penny stocks, which are set to revolutionize everything from automation to virtual healthcare.
• Seize value opportunities with these 865 undervalued stocks based on cash flows, which are trading below their potential based on strong company fundamentals.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com