Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MEDI.OL
STRONG BUYAPPROVEMedistim ASA · Healthcare · Norway · $438M · Avg Vol: $801K/d
Medistim is a high-quality medical technology compounder with a near-monopoly (>80% market share) in surgical flow measurement for CABG. Its asset-light model, high ROIC, and regulatory moat make it a perfect Terry Smith compounder, while rising global surgical volumes provide a steady tailwind.
COMPANY DESCRIPTION
Medistim ASA is a global market leader in medical devices that measure blood flow and perform intraoperative ultrasound imaging during cardiac and vascular surgery. The company's proprietary Transit Time Flow Measurement (TTFM) and ultrasound imaging systems help surgeons verify graft patency and reduce surgical risks. Its competitive moat is secured by high global market share, strong clinical validation, and a high-margin recurring revenue stream from single-use surgical probes.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 50.2M | 53.8M | 58.1M | 72.2M | 12.9% |
| EPS | 0.65 | 0.59 | 0.59 | 0.90 | 11.7% |
| Shares | 18.3M | 18.3M | 18.3M | 18.3M | 0.0% |
| Debt | 1.8M | 1.8M | 3.5M | 5.1M | 42.3% |
| Equity | 37.9M | 41.1M | 45.1M | 48.3M | 8.4% |
| Op CF | 11.7M | 12.3M | 14.8M | 19.3M | 18.1% |
| Inv CF | -2.2M | -3.1M | -2.5M | -3.4M | — |
| Fin CF | -7.3M | -9.4M | -9.4M | -12.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of MEDI.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MEDI.OL | Medistim ASA(you) | $438M | 86 | STRONG BUY |
| PHO.OL | Photocure ASA | $166M | 70 | BUY |
| VISTN.OL | Vistin Pharma ASA | $93M | 99 | STRONG BUY |
| NYKD.OL | Nykode Therapeutics AS | $109M | 46 | HOLD |
| AZT.OL | ArcticZymes Technologies ASA | $107M | 45 | HOLD |
| CRNA.OL | Circio Holding ASA | $232M | 20 | SELL |
| TRMED.OL | Thor Medical ASA | $157M | 20 | SELL |
| ZLNA.OL | Zelluna ASA | $51M | 20 | SELL |
Peer medians: ROE 4.1% · P/E 19.0x · Gross margin 93.6%