Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

CARL

HOLD

Carlsmed, Inc. · Healthcare · United States · $294M · Avg Vol: $2M/d

38
StockRank
Get insider-trade alerts
Q
39
V
28
M
62
P/E (TTM)
ROE
-66.1%
D/E
0.3x
Dividend %

COMPANY DESCRIPTION

Carlsmed, Inc. is a medical technology company specializing in AI-enabled personalized spinal surgery devices. Their flagship product, aprevo, uses predictive analytics to optimize implant designs for individual patient anatomy and surgical outcomes. This innovative approach provides a competitive edge in the complex spinal fusion market by enhancing surgical precision and patient-specific care.

FINANCIAL SUMMARY (USD)

Year202320242025CAGRTTM2026E2027EFwd CAGR
Revenue13.8M27.2M50.5M91.5%63.3M76.3M107.7M46.0%
EPS-4.25-6.11-2.12-2.34-1.41-1.38
Shares26.5M26.5M26.7M+0.6%27.3M
Debt11.4M17.2M17.4M23.7%21.9M
Equity-46.1M-70.6M98.9M
Op CF-17.5M-25.5M-29.0M-34.1M
Inv CF-0.1M-0.2M-25.5M
Fin CF3.2M58.5M100.1M
Loading 1Y...
PRICE (1Y)+32.3%
10.3811.2412.1012.9613.82Jun 30Jul 22Aug 11
SMA 50SMA 200

Close
$13.73
RSI (14)
86.5
52W High
$17.19
From 52W High
0.8%

SCORE BREAKDOWN

Quality
39
ROIC
-30.2%25.1
ROE
-66.1%14.4
GP/Assets
37.3%76.9
Op. Margin
-58.3%20.4
FCF/Assets
-27.1%15.3
Piotroski
549.9
Int. Cover
-26.2x16.9
D/E Ratio
0.26x44.7
Current Ratio
8.84x83.6
Value
28
P/E (TTM)
N/A
EV/EBITDA
-8.0x25.0
P/FCF
N/A
P/B
3.7x37.6
P/S
5.9x38.4
Div Yield
N/A
Momentum
62
52W High %
80%64.7
RS 6M
2%72.4
SMA 50/200
0.98x58.6
EPS Rev 4W
+3.8%86.1
EPS Rev 12W
+3.8%74.0
EPS Improve
+41%50.7
Q Growth
N/A

FUNDAMENTALS

Market Cap
$294M
P/E (Forward)
-9.9x
Gross Margin
76.6%

SECTOR PEERS

Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of CARL are excluded.

TickerCompanyMkt CapStockRankSignal
CARLCarlsmed, Inc.(you)$294M38HOLD
EVHEvolent Health, Inc.$475M37HOLD
HCATHealth Catalyst, Inc.$154M44HOLD
WEAVWeave Communications, Inc.$491M47HOLD
PHRPhreesia, Inc.$632M47HOLD
LFMDLifeMD, Inc.$179M22SELL
CTEVClaritev Corporation$368M60HOLD
NURS.VHydreight Technologies Inc.$167M57HOLD
SDGRSchrödinger, Inc.$1.1B34SELL
MDRXVeradigm Inc.$517M59HOLD

Peer medians: ROE -25.6% · P/E 30.1x · Gross margin 55.7%

Carlsmed, Inc. (CARL): Stock Score Summary

Carlsmed, Inc. (CARL) has a MoatMap StockRank of 38/100 based on Quality (39/100), Value (28/100), and Momentum (62/100) factor scores. The current signal is HOLD.

Carlsmed, Inc. is a medical technology company specializing in AI-enabled personalized spinal surgery devices. Their flagship product, aprevo, uses predictive analytics to optimize implant designs for individual patient anatomy and surgical outcomes. This innovative approach provides a competitive edge in the complex spinal fusion market by enhancing surgical precision and patient-specific care.

Key Financial Metrics

Price$13.73
Market Cap$294M
P/E (Forward)-9.95
Price/Book3.69
Return on Equity-66.1%
Return on Invested Capital-30.2%
Debt/Equity0.26x
Gross Margin76.6%
Operating Margin-58.3%
Revenue Growth56.7%
Free Cash Flow$-35M

Carlsmed, Inc. operates in the Health Information Services industry, part of the Healthcare sector (United States).

Frequently Asked Questions

What is Carlsmed, Inc.’s (CARL) StockRank?
MoatMap’s StockRank for Carlsmed, Inc. (CARL) is 38/100, with a Hold signal. It is a composite of Quality (39), Value (28), and Momentum (62) factor ranks across MoatMap’s 20,000+ stock universe.
Does Carlsmed, Inc. have an economic moat?
Carlsmed, Inc. (CARL) has a Quality factor score of 39/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Carlsmed, Inc. a buy, hold, or sell?
MoatMap’s current signal for Carlsmed, Inc. (CARL) is Hold, based on a StockRank of 38/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Carlsmed, Inc. in?
Carlsmed, Inc. (CARL) operates in the Healthcare sector, specifically the Health Information Services industry (United States).