Masimo Corporation

NasdaqGS:MASI Stok Raporu

Piyasa değeri: US$9.4b

Masimo Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Masimo şirketinin kazançları yıllık ortalama -32.3% oranında azalırken, Medical Equipment sektörünün kazançları yıllık 13.6% oranında artan oldu. Gelirler yıllık ortalama 5.8% oranında artan oldu. Masimo şirketinin öz sermaye getirisi 27.5% olup, net marjı 13.9% dir.

Anahtar bilgiler

-32.28%

Kazanç büyüme oranı

-31.48%

EPS büyüme oranı

Medical Equipment Sektör Büyümesi8.90%
Gelir büyüme oranı5.75%
Özkaynak getirisi27.48%
Net Marj13.91%
Son Kazanç Güncellemesi04 Apr 2026

Yakın geçmiş performans 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.

Gelir ve Gider Dağılımı

Masimo nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:MASI Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
04 Apr 261,559217517123
03 Jan 261,527208511126
27 Sep 252,182-240749203
28 Jun 252,154-270770210
29 Mar 251,42831516142
28 Dec 241,39516518146
28 Sep 241,576115538152
29 Jun 241,711101558161
30 Mar 241,82392588163
30 Dec 231,276108451131
30 Sep 232,11689690192
01 Jul 232,187116707198
01 Apr 232,297118728206
31 Dec 222,036144641191
01 Oct 221,746171559170
02 Jul 221,505191487153
02 Apr 221,244223408139
01 Jan 221,239230395137
02 Oct 211,207232382136
03 Jul 211,177224371129
03 Apr 211,173229376126
02 Jan 211,144240369119
26 Sep 201,096223361110
27 Jun 201,047222351106
28 Mar 2097621133099
28 Dec 1993819631593
28 Sep 1991319030691
29 Jun 1989519829787
30 Mar 1987719728983
29 Dec 1885819428581
29 Sep 1884313929076
30 Jun 1882611828471
31 Mar 1880711928067
30 Dec 1779012527365
30 Sep 1776634827160
01 Jul 1774034026361
01 Apr 1772032526059
31 Dec 1671331125558
01 Oct 1667210925558
02 Jul 1665710125757
02 Apr 166409025455
02 Jan 166238325356
03 Oct 156238024458
04 Jul 156137624658

Kaliteli Kazançlar: MASI yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: MASI 'nin mevcut net kar marjları (13.9%) geçen yılın (0.8%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: MASI şirketinin kazançları son 5 yılda yılda 32.3% oranında azaldı.

Büyüme Hızlandırma: MASI 'un son bir yıldaki kazanç büyümesi ( 1792.8% ) 5 yıllık ortalamasını (yıllık -32.3% ) aşıyor.

Kazançlar vs. Sektör: MASI geçen yılki kazanç büyümesi ( 1792.8% ) Medical Equipment sektörünün 14.8% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: MASI 'nin Özsermaye Getirisi ( 27.5% ) yüksek olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

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