Orthopedic Implants Maker Zimmer Biomet Gains Analyst Upgrade Amid Promising Growth From New Products, Demographic Trends
Orthopedic Implants Maker Zimmer Biomet Gains Analyst Upgrade Amid Promising Growth From New Products, Demographic Trends
Argus Research has upgraded Zimmer Biomet Holdings Inc. (NYSE:ZBH) on launching new products and tuck-in M&A to build future growth drivers.
阿格斯研究對Zimmer Biomet Holdings Inc.（紐約證券交易所代碼：ZBH）進行了升級，理由是該公司推出新產品和進行收購以建立未來的增長動力。
One such driver is the ROSA system, which assists in robotic surgeries to implant replacement knee, hip, and shoulder joints. ROSA is also used in neurosurgery.
其中一個驅動因素是ROSA系統，它協助機器人手術植入膝蓋、臀部和肩部置換關節。ROSA 還用於神經外科。
Another recent product launch is the cementless knee implant, which allows for shorter procedure times and helps to improve hospital staffing efficiency.
最近推出的另一項產品是無水泥膝關節植入物，它可以縮短手術時間，並有助於提高醫院的人員配備效率。
Related: What's Going On With Zimmer Biomet Shares After Q1 Earnings?
相關： 第一季度業績公佈後，Zimmer Biomet的股票怎麼了？
The analyst notes that Zimmer plans to introduce more than 40 new products over the next 24 to 36 months. Zimmer Biomet has a tailwind from favorable population demographics and a post-pandemic recovery in elective procedure volume.
分析師指出，齊默計劃在未來24至36個月內推出40多款新產品。Zimmer Biomet受益於人口結構的良好以及大流行後的選修手術量復甦。
The analyst upgrades from Hold to Buy with a price target of $150.
分析師從 “持有” 上調至 “買入”，目標股價爲150美元。
Argus writes that Zimmer Biomet trades at 14.1 times its 2025 EPS estimate, below the average multiple of 21.2 for its coverage universe of MedTech stocks.
阿格斯寫道，Zimmer Biomet的交易價格是其2025年每股收益估計值的14.1倍，低於其醫療科技股票覆蓋範圍21.2的平均倍數。
"We believe this is an attractive valuation for Zimmer-Biomet. We like the strategy of growing EPS faster than revenue and free cash flow faster than EPS," the analyst writes.
“我們認爲，對於Zimmer-Biomet來說，這是一個有吸引力的估值。我們喜歡每股收益增長速度快於收入增長速度和自由現金流增長速度快於每股收益的策略，” 分析師寫道。
The analyst notes that the company admitted that its previous focus on maintaining strong gross and operating margins led to under-investment in product development. However, introducing new and innovative products will drive higher pricing, enhance margins, and stimulate revenue growth in the long run, Argus writes.
分析師指出，該公司承認，其先前對保持強勁的毛利率和營業利潤率的關注導致對產品開發的投資不足。但是，阿格斯寫道，從長遠來看，推出新的創新產品將推動更高的價格，提高利潤率並刺激收入增長。
Price Action: ZBH shares are up 0.10% at $119.17 at last check Tuesday.
價格走勢：週二最後一次檢查時，ZBH股價上漲0.10％，至119.17美元。
Photo via Wikimedia Commons
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譯文內容由第三人軟體翻譯。