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Analyzing the Performance of Globus Medical Stocks

Globus Medical logged a -6.2% change during today's morning session, and is now trading at a price of $79.83 per share.

Globus Medical returned gains of 52.4% last year, with its stock price reaching a high of $101.4 and a low of $51.79. Over the same period, the stock outperformed the S&P 500 index by 22.8%. More recently, the company's 50-day average price was $89.83. Globus Medical, Inc. develops and commercializes healthcare solutions for patients with musculoskeletal disorders in the United States and internationally. Based in Audubon, PA, the Large-Cap Health Care company has 6,000 full time employees. Globus Medical has not offered a dividend during the last year.

Strong Revenue Growth and an Excellent Current Ratio:

2020 2021 2022 2023 2024 2025
Revenue (M) $789 $958 $1,023 $1,568 $2,519 $2,939
Operating Margins 14% 18% 22% 8% 7% 16%
Net Margins 13% 16% 19% 8% 4% 18%
Net Income (M) $102 $149 $190 $123 $103 $538
Net Interest Expense (M) $14 $9 $14 $20 -$4 $7
Depreciation & Amort. (M) $46 $51 $51 $94 $135 $159
Diluted Shares (M) 101 104 103 115 138 137
Earnings Per Share $1.01 $1.44 $1.85 $1.07 $0.75 $3.92
EPS Growth n/a 42.57% 28.47% -42.16% -29.91% 422.67%
Avg. Price $51.71 $71.93 $67.23 $53.29 $82.6 $90.6
P/E Ratio 49.72 48.6 35.57 48.89 108.68 22.76
Free Cash Flow (M) $135 $219 $104 $165 $405 $589
CAPEX (M) $64 $57 $74 $78 $115 $165
Current Ratio 6.8 6.17 6.18 4.88 2.54 4.26

Globus Medical benefits from rapidly growing revenues and increasing reinvestment in the business, exceptional EPS growth, and generally positive cash flows. The company's financial statements show an excellent current ratio of 4.26 and strong operating margins with a stable trend.

a Lower P/B Ratio Than Its Sector Average but Priced at a Premium:

Globus Medical has a trailing twelve month P/E ratio of 21.0, compared to an average of 22.94 for the Health Care sector. Based on its EPS guidance of $4.95, the company has a forward P/E ratio of 18.1. According to the 25.5% compound average growth rate of Globus Medical's historical and projected earnings per share, the company's PEG ratio is 0.82. Taking the weighted average of the company's EPS CAGR and the broader market's 5-year projected EPS growth rate, we obtain a normalized growth rate of 15.5%. On this basis, the company's PEG ratio is 1.36. This implies that the shares are fairly valued. Additionally, the market is possibly undervaluing Globus Medical in terms of its equity because its P/B ratio is 2.36 whereas the sector average is 3.19. The company's shares are currently trading 47.1% below their Graham number.

Globus Medical Has an Average Rating of Buy:

The 12 analysts following Globus Medical have set target prices ranging from $90.0 to $123.0 per share, for an average of $110.08 with a buy rating.

Globus Medical has an average amount of shares sold short because 2.9% of the company's shares are sold short. Institutions own 102.4% of the company's shares, and the insider ownership rate stands at 0.7%, suggesting a small amount of insider investors. The largest shareholder is Vanguard Group Inc, whose 9% stake in the company is worth $842,110,213.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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