Masimo Corporation

NasdaqGS:MASI Stok Raporu

Piyasa değeri: US$9.4b

Masimo Yönetim

Yönetim kriter kontrolleri 0/4

Masimo CEO'su Katie Szyman, Feb2025 tarihinde atandı, in görev süresi 1.25 yıldır. in toplam yıllık tazminatı $ 19.91M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.3% maaş ve 95.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.025% ine doğrudan sahiptir ve bu hisseler $ 2.37M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.3 yıl ve 1.6 yıldır.

Anahtar bilgiler

Katie Szyman

İcra Kurulu Başkanı

US$19.9m

Toplam tazminat

CEO maaş yüzdesi4.27%
CEO görev süresi1.3yrs
CEO sahipliği0.03%
Yönetim ortalama görev süresi1.3yrs
Yönetim Kurulu ortalama görev süresi1.6yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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 Alpha
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Alpha
Seeking 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 Alpha
Seeking 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
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Yeni Anlatı 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 Tazminat Analizi

Katie Szyman'un ücretlendirmesi Masimo'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Apr 04 2026n/an/a

US$217m

Jan 03 2026US$20mUS$850k

US$208m

Tazminat ve Piyasa: Katie 'nin toplam tazminatı ($USD 19.91M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 8.38M ).

Tazminat ve Kazançlar: Katie şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.


CEO

Katie Szyman (58 yo)

1.3yrs
Görev süresi
US$19,908,496
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Catherine Szyman
CEO & Director1.3yrsUS$19.91m0.025%
$ 2.4m
Micah Young
Executive VP & CFO8.6yrsUS$4.46m0.049%
$ 4.6m
Anand Sampath
Executive Vice President of Operationsless than a yearUS$1.80m0.065%
$ 6.1m
Charles Dadswell
Executive VP & General Counsel1.3yrsUS$2.68mVeri yok
Greg Meehan
Chief Commercial Officerless than a yearUS$2.22mVeri yok
Paul Hataishi
Senior VP & Chief Accounting Officer3.3yrsVeri yokVeri yok
Yongsam Lee
Executive VP & Chief Information Officer24.1yrsUS$1.49mVeri yok
Steven Barker
Chairman of Scientific Advisory Board & Chief Science Officer11.2yrsUS$139.56kVeri yok
Matthew Brinckman
Senior Vice President of FP&A and Investor Relationsno dataVeri yokVeri yok
Tim Benner
Chief Marketing & Strategy Officerless than a yearVeri yokVeri yok
Elisabeth Hellmann
Chief Human Resources Officer1.1yrsVeri yok0.00041%
$ 38.4k
Ammar Al-Ali
Chief of Engineeringless than a yearUS$992.45kVeri yok
1.3yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: MASI 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.3 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Catherine Szyman
CEO & Director1.3yrsUS$19.91m0.025%
$ 2.4m
Steven Barker
Chairman of Scientific Advisory Board & Chief Science Officerno dataUS$139.56kVeri yok
Wendy Lane
Independent Director1.6yrsUS$276.53k0.0050%
$ 465.9k
Timothy Scannell
Independent Director1.6yrsUS$277.49k0.0050%
$ 465.9k
Darlene J. Solomon
Independent Director1.7yrsUS$294.85k0.0034%
$ 319.9k
Quentin Koffey
Independent Vice-Chairman2.9yrsUS$309.10k0%
$ 0
Michelle Brennan
Independent Chairman2.9yrsUS$1.61m0.016%
$ 1.5m
1.6yrs
Ortalama Görev Süresi
60yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MASI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 1.6 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 17:06
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/04/04
Yıllık Kazançlar2026/01/03

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Masimo Corporation 22 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael PolarkBaird
Charley JonesBarrington Research Associates, Inc.
Ravi MisraBerenberg