Análisis Argos
TMDX
TMDXSin veredicto1 señal de riesgo
TransMedics Group, Inc. · Healthcare
US$ 68.86
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
66/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Las ganancias crecieron 437% el último año.
Retorno sobre el capital alto (24%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Beneish M-Score sugiere manipulación (-0.74)
VALOR3/6FUTURO6/6PASADO6/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR3/6FUTURO6/6PASADO6/6SALUD4/6DIVIDENDO1/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos66de 100Sin veredicto
Ingresos39%
US$ 0.6 B
Margen operativo111%
17.9%
Flujo de caja libre263%
US$ 0.1 B
Deuda neta
US$ -0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.4B
P/E12.5x
EV/EBITDA17.4x
FCF yield5.6%
ROIC23.9%
Margen operativo17.9%
Crecim. ingresos+37.1%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 3 jul
Where Will TransMedics Group Stock Be in 10 Years?
TransMedics is building more than a medical device business. Its Organ Care System and nationwide transplant logistics network create a difficult-to-replicate competitive advantage.
fool.com · 2 jul
3 Growth Stocks to Buy on the Dip
Investing in attractive stocks on the dip is a great way to earn above-average returns over the long run. The three stocks below have faced some challenges, but their prospects look fairly strong.
zacks.com · 30 jun
Reasons to Retain TransMedics Stock in Your Portfolio for Now
TMDX is advancing its OCS platform and transplant ecosystem, but margin pressure from expansion investments remains a key concern.
fool.com · 24 jun
What a $722,000 TransMedics Insider Sale Might Mean After a 45% Stock Drop
Specializing in organ preservation technology, this medical device innovator reported a notable insider sale amid ongoing sector challenges.
globenewswire.com · 12 jun
Johnson Fistel Investigates TransMedics Group, Inc. (TMDX) After Recent Disclosures Concerning Margin Pressure and NOP Investments
SAN DIEGO, June 12, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating TransMedics Group, Inc. (NASDAQ: TMDX) on behalf of investors who suffered losses and whether those losses may be recoverable under federal securities laws.
seekingalpha.com · 9 jun
TransMedics: Why I'm Still Bullish After The Collapse
TransMedics (TMDX) faces decelerating revenue growth, margin pressure, and increased investment, yet maintains strong market share gains and competitive positioning. TMDX's logistics and clinical services now comprise nearly 40% of revenue, enhancing competitive advantages and supporting long-term margin strength. Despite growth normalizing to 20-25% and compressed margins, I see current valuation at 4x EV/Sales as attractive, supporting a Buy rating.
fool.com · 5 jun
3 Growth Stocks Worth $5,000 of Your Money -- Even in This Market
Credo, Cellebrite, and TransMedics are building dominant positions in huge markets with years of expansion still ahead.
zacks.com · 4 jun
TransMedics (TMDX) Down 4.4% Since Last Earnings Report: Can It Rebound?
TransMedics (TMDX) reported earnings 30 days ago. What's next for the stock?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.