DXCM

Dexcom Inc

Healthcare


Presented:04/11/2024
Price:$139.62
Cap:$53.83B
Current Price:$67.10
Cap:$26.89B

Presented

Date04/11/2024
Price$139.62
Market Cap$53.83B
Ent Value$51.48B
P/E Ratio106.52x
Book Value$5.37
Div Yield0%
Shares O/S385.52M
Ave Daily Vol3,083,063
Short Int4.28%

Current

Price$67.10
Market Cap$26.89B
DexCom, Inc. is a medical device company, which engages in the design, development, and commercialization of glucose monitoring systems for ambulatory use by people with diabetes. Its products include Dexcom G6, Dexcom G7, Dexcom Stelo, Dexcom Share, Dexcom Real-Time API, and Dexcom ONE. The company was founded by John F. Burd on May 13, 1999 and is headquartered in San Diego, CA.

Publicly traded companies mentioned herein: Dexcom Inc (DXCM), Novo Nordisk A/S (NVO), Eli Lilly And Co (LLY)

Highlights

The presenter is long shares of Dexcom, expecting better growth for the company from increased demand around Basal technology as well as better penetration with regard to the non-insulin opportunity. As the TAM grows from about 8 million to 30 million people through better penetration, he believes revenue will grow 20% annually with EBITDA growth greater than that, which results in $4 of FCF in 2026. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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