Part 1: Deep dive on TransMedics ($TMDX)
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Company: TransMedics
Ticker: (TMDX)
Website: TransMedics.com
IPO date: May 2, 2019 (traditional IPO)
IPO price: $16.00
Current stock price: $69.12
Outstanding shares: 32.63 million
52 week high: $99.63 on July 19, 2023
52 week low: $38.86 on October 11, 2022
ATH: $99.63 on July 19, 2023
Market cap: $2.255 billion
Net cash/debt: +$67 million (cash)
Enterprise value: $1.188 billion
Headquarters: Andover, Massachusetts, United States
Number of employees: 210+
Average price target from analysts: $95.50
Investor Relations: https://investors.transmedics.com
Q2 2023 Earnings Report: https://investors.transmedics.com/news-releases/news-release-details/transmedics-reports-second-quarter-2023-financial-results
TransMedics Investor Presentation: https://investors.transmedics.com/static-files/c4f69c45-77b0-4981-a5a7-b404ab4aae95
Outline
Introduction [part 1]
Company Background [part 1]
Opportunity [part 1]
Business Model [part 1]
Competitive Advantages [part 1]
Risks [part 1]
Valuation [part 2]
Investment Model [part 2]
Analysts [part 2]
Technicals [part 2]
Conclusion [part 2]
Additional Sources [part 1, 2]
Below the paywall is the TransMedics ($TMDX) deep dive plus links to my investment portfolio (up ~105.6% YTD), investment models and daily webcasts.