Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SOLV
BUYAPPROVESolventum Corporation · Healthcare · United States · $13.5B · Avg Vol: $96M/d
Solventum clears the calibrated bar. All three legs are above the floor (Q62 V53 M57) and a buyback retiring 0.53% of shares provides the required corroboration. Nothing adverse is on file: no negative earnings revision and no insider selling. Quality at Q62 is the strongest part of the case.
COMPANY DESCRIPTION
Solventum Corporation, a recent spin-off from 3M, develops and manufactures a broad portfolio of healthcare products, including medical surgical solutions, dental technologies, and health information systems. The company leverages its established brand reputation, deep customer relationships, and global distribution network to maintain a significant presence across diverse healthcare markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.1B | 8.2B | 8.3B | 8.3B | 0.8% | 8.3B | 8.2B | 8.5B | 0.9% |
| EPS | 7.78 | 7.79 | 2.77 | 8.94 | 4.7% | 7.96 | 9.58 | 10.37 | 7.7% |
| Shares | 172.7M | 172.7M | 172.8M | 173.5M | +0.5% | 173.2M | — | — | — |
| Debt | — | 8.3B | 8.0B | 5.0B | -22.1% | 5.3B | — | — | — |
| Equity | 11.7B | 11.7B | 3.0B | 5.0B | -24.5% | — | — | — | — |
| Op CF | 1.7B | 1.9B | 1.2B | 369.0M | -39.7% | 151.0M | — | — | — |
| Inv CF | -253.0M | -230.0M | -380.0M | 2.8B | — | — | — | — | — |
| Fin CF | -1.5B | -1.6B | -240.0M | -3.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of SOLV are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SOLV | Solventum Corporation(you) | $13.5B | 80 | BUY |
| BAX | Baxter International Inc. | $11.6B | 71 | BUY |
| WST | West Pharmaceutical Services, Inc. | $23.1B | 77 | BUY |
| RMD | ResMed Inc. | $28.3B | 80 | BUY |
| ALGN | Align Technology, Inc. | $12.0B | 93 | STRONG BUY |
| ATR | AptarGroup, Inc. | $8.4B | 74 | BUY |
| MMSI | Merit Medical Systems, Inc. | $4.4B | 79 | BUY |
| AVTR | Avantor, Inc. | $7.8B | 64 | HOLD |
| COO | The Cooper Companies, Inc. | $13.7B | 53 | HOLD |
| TFX | Teleflex Incorporated | $5.8B | 69 | BUY |
Peer medians: ROE -25.6% · P/E 27.7x · Gross margin 50.5%