ALIGN TECHNOLOGY INC ALGN S
March 19, 2015 - 3:29pm EST by
Affton1
2015 2016
Price: 58.29 EPS 1.70 2.18
Shares Out. (in M): 82 P/E 34 27
Market Cap (in $M): 4,779 P/FCF 0 0
Net Debt (in $M): 603 EBIT 178 238
TEV ($): 4,177 TEV/EBIT 23 18
Borrow Cost: General Collateral

Sign up for free guest access to view investment idea with a 45 days delay.

  • Orthodontics
  • Medical Devices
  • Patents
  • Product concentration
  • Deteriorating Fundamentals
  • Competitive Threats
  • Insider selling
 

Description

 

 

I do not hold a position with the issuer such as employment, directorship, or consultancy.
I and/or others I advise do not hold a material investment in the issuer's securities.

Catalyst

Near Term:

·         Align fails to meet its 15-25% long-term revenue growth target in 2015 and beyond

·         Align does not show margin improvement as 2015 progresses causing earnings estimates to decline materially

·         ClearCorrect continues to take market share

 

Medium to Long-term

·         Patents are rolling off and Danaher and others enter the market in 2017 and beyond

 

 

    sort by    

    Description

     

     

    I do not hold a position with the issuer such as employment, directorship, or consultancy.
    I and/or others I advise do not hold a material investment in the issuer's securities.

    Catalyst

    Near Term:

    ·         Align fails to meet its 15-25% long-term revenue growth target in 2015 and beyond

    ·         Align does not show margin improvement as 2015 progresses causing earnings estimates to decline materially

    ·         ClearCorrect continues to take market share

     

    Medium to Long-term

    ·         Patents are rolling off and Danaher and others enter the market in 2017 and beyond

     

     

    Messages


    SubjectUpdate?
    Entry02/07/2016 09:09 AM
    MemberMSLM28

    Affton1 - any changes to your thesis here?  Thanks in advance 

      Back to top