Medifast, Inc.

NYSE:MED Stok Raporu

Piyasa değeri: US$124.5m

Medifast Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Medifast şirketinin gelirinin yıllık 9.1% oranında düşmesi, yıllık kazançlarının ise yıllık 106.4% oranında artması bekleniyor. EPS'nin yıllık 106.7% oranında büyümesi bekleniyor.

Anahtar bilgiler

106.4%

Kazanç büyüme oranı

106.70%

EPS büyüme oranı

Personal Products kazanç büyümesi27.4%
Gelir büyüme oranı-9.1%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme04 Aug 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • May 01

Medifast, Inc. (NYSE:MED) Just Reported, And Analysts Assigned A US$15.00 Price Target

It's been a good week for Medifast, Inc. ( NYSE:MED ) shareholders, because the company has just released its latest...

Recent updates

Seeking Alpha • Aug 06

Medifast: Worth A Speculative Entry As Sales Stabilize (Rating Upgrade)

Summary Medifast, Inc. has started to report stabilizing sales through improved coach productivity, shown again in the Q2 report. Stabilized sales provide a pathway to stabilize earnings. MED targets profitability by Q4 already, but the target has to be taken with caution. Due to MED's $15.2 in net cash per share, the stock seems attractive. I estimate 44% upside to $18.8 on the condition that earnings improve near breakeven. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 25

MED: Leadership Transition And Higher Future P/E Will Support Upside Potential

Analysts have modestly adjusted their price target on Medifast, reflecting updated assumptions for discount rate, revenue trends, profit margins, and a higher future P/E multiple. These factors together temper near-term earnings expectations while slightly lifting the valuation framework in dollar terms.
Anlatı Güncellemesi • Jun 06

MED: Leadership Transition And Margin Outlook Will Shape Balanced Future Profile

Analysts have modestly adjusted their price target on Medifast, reflecting updated views on the discount rate, expected profit margins near 8.1%, and an anticipated P/E around 9.7x, which together suggest a slightly different risk and valuation profile for the stock. What's in the News The board has appointed Nicholas Johnson as Chief Executive Officer, effective June 1, 2026.
Anlatı Güncellemesi • May 19

MED: Insurance Reimbursement And Metabolic Health Science Will Support Balanced Outlook

Analysts have reduced their Medifast price targets to reflect updated assumptions that now indicate a slower revenue decline, improved profit margins, and a lower forward P/E. Taken together, these factors reset estimated fair value closer to $12.
Anlatı Güncellemesi • May 03

MED: Insurance Reimbursement And Metabolic Health Data Will Support Balanced Long-Term Outlook

Analysts have modestly adjusted their price target on Medifast, reflecting small tweaks to assumptions around the discount rate, profit margin, and future P/E, while maintaining a fair value of $12.00. These changes together point to a slightly refined view of the company’s risk and earnings outlook.
Anlatı Güncellemesi • Apr 18

MED: Metabolic Health Initiatives And Insurance Access Will Support Balanced Long-Term Outlook

Analyst price targets for Medifast have been reset, with updated assumptions pointing to a fair value of $12.00 per share. This is now based on a slightly higher discount rate, a similar revenue outlook, a higher profit margin and a lower forward P/E, which analysts cite as the main drivers of the change.
Anlatı Güncellemesi • Apr 04

MED: Future Leadership And Metabolic Health Expansion Will Support Long-Term Upside

Analysts have marginally adjusted their price target on Medifast, reflecting slightly higher assumed profit margins and a modestly higher discount rate while keeping fair value at $12. They are framing this as a fine tuning of expectations rather than a major shift in outlook.
Anlatı Güncellemesi • Mar 20

MED: Future Leadership Shift Will Seek To Unlock Metabolic Health Opportunity

Analysts have slightly revised their price target on Medifast, with the updated fair value holding at $12.00 as small adjustments to the discount rate and future P/E assumptions refine the underlying model rather than indicate a major change in outlook. What's in the News OPTAVIA’s comprehensive metabolic health system is now eligible for reimbursement on select insurance plans via HSA and FSA funds, which can allow some clients to use pre tax dollars toward program costs (Product related announcement).
Anlatı Güncellemesi • Mar 05

MED: Future Leadership Shift Will Align With New Metabolic Health System

Analysts have modestly reduced their price target on Medifast, citing a slightly lower discount rate, a small improvement in projected profit margin, and a shift to a lower future P/E assumption. Together, these factors point to a more cautious valuation framework in dollar terms.
Anlatı Güncellemesi • Feb 19

MED: Future Leadership Shift Will Present Long Term Opportunity

Analysts have trimmed their price target for Medifast from $15 to $12, citing updated assumptions that point to softer revenue growth, lower profit margins, and a higher future P/E multiple. What's in the News Medifast issued earnings guidance for the first quarter of 2026, projecting revenue between US$65,000,000 and US$80,000,000 and a loss per share in a range of US$0.15 to US$0.70 (company guidance).
Analiz Makalesi • Jul 03

Benign Growth For Medifast, Inc. (NYSE:MED) Underpins Its Share Price

With a price-to-sales (or "P/S") ratio of 0.3x Medifast, Inc. ( NYSE:MED ) may be sending bullish signals at the...
Analiz Makalesi • May 01

Medifast, Inc. (NYSE:MED) Just Reported, And Analysts Assigned A US$15.00 Price Target

It's been a good week for Medifast, Inc. ( NYSE:MED ) shareholders, because the company has just released its latest...
Seeking Alpha • Jan 20

Medifast: Strong Balance Sheet, But I Lack Conviction In The Turnaround

Summary Medifast enjoyed record profits immediately after the pandemic. The emergence of GLP-1 medications has driven revenue, income, and the number of active Optavia coaches down. Management has laid out a strategy for Medifast to acquire customers who are taking GLP-1s, starting with a collaboration with LifeMD. With a strong balance sheet, but without enough conviction of the success of their strategy, I rate Medifast a Hold. Read the full article on Seeking Alpha
Analiz Makalesi • Jan 09

An Intrinsic Calculation For Medifast, Inc. (NYSE:MED) Suggests It's 41% Undervalued

Key Insights Medifast's estimated fair value is US$26.41 based on 2 Stage Free Cash Flow to Equity Medifast's US$15.64...
Analiz Makalesi • Dec 11

Medifast, Inc.'s (NYSE:MED) Business And Shares Still Trailing The Industry

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Medifast, Inc. ( NYSE:MED ) is a stock worth checking...
User avatar
Yeni Anlatı • Nov 10

GLP-1 Medication Surge And Stalling Coach Productivity Threaten Revenue Decline

The adoption of weight loss medications impacts Medifast's business model, threatening future revenue and customer acquisition.
Seeking Alpha • Nov 06

Medifast: Earnings Surprise, New AI Technologies, And Extremely Undervalued

Summary Medifast reported better-than-expected quarterly EPS and is investing in new marketing strategies, AI technologies, and supply chain optimization to drive future growth. Despite a decline in the number of coaches and productivity, MED trades close to its book value and continues to generate free cash flow. The company's stock repurchase plan and significant cash reserves indicate confidence in future growth, with a potential valuation target of $78 per share. Risks include declining coach numbers, competition from GLP-1 medications, and short-selling pressures, but MED's current valuation appears undervalued. Read the full article on Seeking Alpha
Seeking Alpha • Sep 03

Medifast: Reorganization, GLP-1 Medication, And FCF Imply Undervaluation

Summary Medifast's collaboration with LifeMD and acquisition of LifeMD shares are expected to boost business growth and free cash flow. The company's holistic approach combining weight loss formulas, coaches, and GLP-1 medication is a significant competitive advantage. Recent investments in marketing and supply chain optimization initiatives, including the Maryland Distribution Center closure, are likely to enhance FCF margins. Despite recent lower-than-expected EPS, MED's long-term financial growth and undervaluation suggest strong future stock price potential. Read the full article on Seeking Alpha
Seeking Alpha • Aug 27

Medifast Business Continues To Shrink, Stock Still Risky

Summary Medifast's stock has plummeted, with dividends still suspended and earnings and revenue are in rapid decline. Despite a strong balance sheet, Medifast faces increased competition and market volatility, leading to a shrinking business. Revenue and earnings are expected to continue declining, making the stock less attractive with higher P/E ratios. Medifast's cash generation has diminished, and the company is focusing on growth rather than dividends, making it a risky investment. Read the full article on Seeking Alpha
Seeking Alpha • Jun 26

Medifast: GLP-1 Fears Are Overblown, But Proof Points For Turnaround Are Still Missing

Summary Medifast is a leader in dietary weight management that fell off a cliff since 2022 due to inflationary pressures, the re-opening of restaurants, and the rise of GLP-1 drugs. The company's turnaround plan aims to combine OPTAVIA offerings with direct access to GLP-1 medication through a partnership with LifeMD. At about $20 per share, Medifast may be in deep value territory, but strong negative momentum and the lack of turnaround proof points make it a HOLD at this time. Investors who seek long exposure with an increased margin of safety could consider selling $12.50 MED puts, noting that the company holds over $14 of net cash per share. Read the full article on Seeking Alpha
Seeking Alpha • May 24

Medifast: Significant Undervaluation Even As Struggles Persist

Summary Medifast's financial performance is deteriorating rapidly due to the emergence of drug-weight loss competitors. The company reported a significant decline in revenue and earnings in Q1 2023. Medifast is laying off employees and may need to further reduce its workforce to match the revenue drop. My valuation analysis suggests that the stock is significantly undervalued, but I consider this fair given all the challenges. Read the full article on Seeking Alpha
Analiz Makalesi • May 24

At US$22.76, Is Medifast, Inc. (NYSE:MED) Worth Looking At Closely?

Medifast, Inc. ( NYSE:MED ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analiz Makalesi • May 24

Lacklustre Performance Is Driving Medifast, Inc.'s (NYSE:MED) 32% Price Drop

To the annoyance of some shareholders, Medifast, Inc. ( NYSE:MED ) shares are down a considerable 32% in the last...
Analiz Makalesi • May 06

Medifast's (NYSE:MED) Conservative Accounting Might Explain Soft Earnings

Medifast, Inc.'s ( NYSE:MED ) earnings announcement last week didn't impress shareholders. While the headline numbers...
Analiz Makalesi • May 01

The Returns On Capital At Medifast (NYSE:MED) Don't Inspire Confidence

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...

Kazanç ve Gelir Büyüme Tahminleri

NYSE:MED - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2027274-312N/A1
12/31/2026288-10-3N/A1
6/30/2026317-2649N/A
3/31/2026346-20-14N/A
12/31/2025386-1917N/A
9/30/2025430017N/A
6/30/20254804-24N/A
3/31/2025543-71321N/A
12/31/202460221724N/A
9/30/202467473440N/A
6/30/2024770295461N/A
3/31/2024898688591N/A
12/31/20231,07299141148N/A
9/30/20231,218120174189N/A
6/30/20231,373133200214N/A
3/31/20231,530142199215N/A
12/31/20221,599144178195N/A
9/30/20221,639151116135N/A
6/30/20221,6621576896N/A
3/31/20221,6031654073N/A
12/31/20211,5261646095N/A
9/30/20211,41315897122N/A
6/30/20211,271150130147N/A
3/31/20211,097125174184N/A
12/31/2020935103139145N/A
9/30/202084195140145N/A
6/30/202075976118121N/A
3/31/202072676N/A78N/A
12/31/201971478N/A84N/A
9/30/201968974N/A80N/A
6/30/201963872N/A69N/A
3/31/201956864N/A76N/A
12/31/201850156N/A61N/A
9/30/201843347N/A55N/A
6/30/201837140N/A61N/A
3/31/201833034N/A55N/A
12/31/201730228N/A43N/A
9/30/201728625N/A33N/A
6/30/201727724N/A27N/A
3/31/201727320N/A24N/A
12/31/201627518N/A25N/A
9/30/201627318N/A28N/A
6/30/201627117N/A30N/A
3/31/201627219N/A27N/A
12/31/201527320N/A29N/A
9/30/201527418N/A28N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MED önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Kazançlar ve Piyasa: MED önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Yüksek Büyüme Kazançları: MED önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Gelir ve Pazar: MED şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi bekleniyor (yılda -9.1% ).

Yüksek Büyüme Geliri: MED şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -9.1% ).

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MED 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/13 23:38
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan 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

Medifast, Inc. 8 Bu analistlerden 1, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John San MarcoBrean Capital Historical (Janney Montgomery)
Kara AndersonB. Riley Securities, Inc.
Scott Van WinkleCanaccord Genuity