Teleflex (TFX): Reassessing Valuation After a Quiet 16% One-Month Share Price Rebound

Teleflex (TFX) has quietly climbed about 16 % over the past month after a long stretch of weak returns, drawing fresh attention from investors who are wondering whether this rebound signals a genuine shift in sentiment.

See our latest analysis for Teleflex.

That 16.25% 1 month share price return stands in sharp contrast to Teleflex’s weak longer term total shareholder returns, with the 5 year total shareholder return down 66.55%. This suggests the latest move looks more like early momentum than a full trend change.

If Teleflex’s rebound has you rethinking the sector, it could be a good moment to explore other healthcare names. You can use our curated healthcare stocks as a starting point for ideas.

With shares still down sharply over five years, earnings momentum improving, and a price hovering just above analyst targets, investors face a key question: Is Teleflex undervalued today, or is the market already pricing in its recovery?

Most Popular Narrative: 5.1% Overvalued

With Teleflex closing at $130.50 against a narrative fair value of about $124.14, the implied premium hinges on specific long term growth levers.

The recent acquisition of BIOTRONIK's Vascular Intervention business is expected to drive sustainable revenue growth of 6% or better annually beginning in 2026 and provide near term EPS accretion by expanding Teleflex's presence in the high growth interventional cardiology and endovascular procedures market. Improved access to the cath lab and cross selling opportunities are likely to boost topline revenue and margins.

Read the complete narrative.

Curious how steady double digit earnings expansion, rising margins, and a lower future earnings multiple can still justify only a modest upside from here? Dig into the full narrative to see which assumptions really carry the valuation.

Result: Fair Value of $124.14 (OVERVALUED)

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

However, persistent UroLift weakness and integration challenges from the BIOTRONIK deal could undermine the upbeat growth and margin assumptions underpinning this valuation.

Find out about the key risks to this Teleflex narrative.

Another Lens on Value

While the consensus narrative pegs Teleflex about 5% above fair value, our SWS DCF model is far more cautious, indicating the shares are significantly overvalued on a cash flow basis. When one model sees a modest premium and another flags a major downside gap, which signal do you trust?

Look into how the SWS DCF model arrives at its fair value.

Build Your Own Teleflex Narrative

If you see the story differently or prefer to dig into the numbers yourself, you can build a custom view in just minutes: Do it your way.

A great starting point for your Teleflex research is our analysis highlighting 2 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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