Predictions
Intuitive Surgical Inc
Start price
Target price
Perf. (%)
€225.60
24.01.22
24.01.22
€210.00
24.01.23
24.01.23
9.44%
30.01.22
30.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
UnitedHealth Group Inc.
Start price
Target price
Perf. (%)
€274.60
29.01.21
29.01.21
€300.00
29.01.22
29.01.22
52.59%
30.01.22
30.01.22
Intuitive Surgical Inc
Start price
Target price
Perf. (%)
€304.50
13.12.21
13.12.21
€330.00
13.12.22
13.12.22
-25.91%
24.01.22
24.01.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Illumina Inc.
Start price
Target price
Perf. (%)
€364.50
11.01.22
11.01.22
-
11.01.23
11.01.23
-8.29%
21.01.22
21.01.22
Probably not worthwhile Investment
Medtronic plc
Start price
Target price
Perf. (%)
€97.71
10.01.21
10.01.21
-
10.01.22
10.01.22
-2.05%
11.01.22
11.01.22
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Known brand
Hologic Inc.
Start price
Target price
Perf. (%)
€60.00
31.12.20
31.12.20
€78.00
31.12.21
31.12.21
10.17%
01.01.22
01.01.22
Could be worthwhile Investment >10% per year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Becton, Dickinson & Co.
Start price
Target price
Perf. (%)
€209.95
30.03.21
30.03.21
-
30.03.22
30.03.22
4.91%
22.12.21
22.12.21
Boston Scientific
Start price
Target price
Perf. (%)
€28.14
01.12.20
01.12.20
€25.00
01.12.21
01.12.21
20.06%
02.12.21
02.12.21
UnitedHealth Group Inc.
Start price
Target price
Perf. (%)
€296.90
12.11.20
12.11.20
€400.00
12.11.21
12.11.21
35.67%
13.11.21
13.11.21
Edwards Lifesciences Corp.
Start price
Target price
Perf. (%)
€66.91
07.11.20
07.11.20
-
07.11.21
07.11.21
53.19%
08.11.21
08.11.21
Laboratory Corp. Of America (labcorp)
Start price
Target price
Perf. (%)
€175.00
23.10.20
23.10.20
€185.00
04.11.21
04.11.21
40.40%
05.11.21
05.11.21
Align Technology
Start price
Target price
Perf. (%)
€377.00
23.10.20
23.10.20
€450.00
04.11.21
04.11.21
56.13%
05.11.21
05.11.21
Thermo Fisher Scientific Inc.
Start price
Target price
Perf. (%)
€406.60
22.10.20
22.10.20
€580.00
04.11.21
04.11.21
37.09%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
PerkinElmer Inc.
Start price
Target price
Perf. (%)
€105.00
20.10.20
20.10.20
€110.00
04.11.21
04.11.21
40.76%
05.11.21
05.11.21
Boston Scientific
Start price
Target price
Perf. (%)
€32.88
15.08.20
15.08.20
€40.00
04.11.21
04.11.21
17.09%
05.11.21
05.11.21
Medtronic plc
Start price
Target price
Perf. (%)
€85.25
10.08.20
10.08.20
-
04.11.21
04.11.21
22.82%
05.11.21
05.11.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Normal challenges to pay loans and raise capital
ROE higher than 15% per year
Edwards Lifesciences Corp.
Start price
Target price
Perf. (%)
€67.06
27.07.20
27.07.20
-
04.11.21
04.11.21
50.61%
05.11.21
05.11.21