Regenerative Medicine: Re-Growing Body Parts
MAKOplasty Robotic Knee Surgery
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Power Rankings: July 26th, 2010
Robin Young's Entirely Subjective Ordering of Public Orthopedic Companies
| Rank | Last Week | Company | TTM Op Margin |
30-Day Change |
Comment |
|---|---|---|---|---|---|
| 1 | 1 | Orthofix | 13.51% | (9.16%) | Earnings due this week. Consensus is looking for 30% earnings growth on 4% sales growth. |
| 2 | 2 | Kensey Nash | 38.72 | 3.57 | What do you with $70 million in cash? Buy something or pay it out? Either way, that cash is the bulwark against uncertainty. |
| 3 | 5 | Medtronic | 32.48 | (1.88) | Up two spots this week on the basis of a 11x PE and a whopping 32% operating margin. Talk about cheap dollars. |
| 4 | 7 | Zimmer | 27.69 | (2.29) | Up smartly this week on the basis of a solid, unexpectedly positive earnings report. |
| 5 | 6 | Stryker | 24.71 | (6.20) | Up one place this week despite lukewarm operating results. Profit margins rose in the quarter. Medsurg surged. Two good signs. |
| 6 | 4 | Symmetry | 11.48 | (4.61) | The upcoming quarterly report is supposed to be ugly—11 vs. 25. Ugh. But next year. Much better. Consensus says 74 vs. 48. |
| 7 | 3 | Johnson & Johnson | 27.1 | (2.72) | A high dividend can only take a company so far. After last quarter’s performance, looks like down earnings for 3Q on flat sales. |
| 8 | 8 | Smith & Nephew | 22.83 | (0.70) | This coming report will be key, not only for SNN but for the industry. Will SNN also report sluggish hip and knee sales? |
| 9 | 9 | Exactech | 12.72 | (9.81) | When the orthopedic industry catches a cold, EXAC, being small, is more vulnerable. First week in August will tell the story. |
| 10 | 10 | Integra LifeSciences | 15.37 | (11.70) | Consensus for this week is that IART will post up 25% earnings growth on 6% sales growth. Market is showing skepticism. |
| Company | Symbol | Price |
Mkt Cap |
30-Day Chg |
|
|---|---|---|---|---|---|
| 1 | CryoLife | CRY | $6.06 | $174 | 9.0% |
| 2 | Capstone Therapeutics | CAPS | $0.74 | $30 | 5.7% |
| 3 | Kensey Nash | KNSY | $23.24 | $226 | 3.6% |
| 4 | Synthes | SYST.VX | $113.90 | $13,517 | 0.1% |
| 5 | TiGenix | TIG.BR | $2.21 | $68 | -1.7% |
| 6 | Medtronic | MDT | $36.58 | $39,610 | -1.9% |
| 7 | Zimmer Holdings | ZMH | $52.94 | $10,740 | -2.3% |
| 8 | Johnson & Johnson | JNJ | $57.63 | $158,950 | -2.7% |
| 9 | Average | $10,684 | -3.1% | ||
| 10 | Osteotech | OSTE | $3.19 | $58 | -4.2% |
| Company | Symbol | Price |
Mkt Cap |
30-Day Chg |
|
|---|---|---|---|---|---|
| 1 | Orthovita | VITA | $1.87 | $144 | -20.1% |
| 2 | Alphatec Holdings | ATEC | $4.23 | $369 | -15.4% |
| 3 | ArthroCare | ARTC | $26.58 | $716 | -15.0% |
| 4 | TranS1 | TSON | $2.36 | $49 | -14.5% |
| 5 | Mako Surgical | MAKO | $11.83 | $399 | -12.6% |
| 6 | Wright Medical | WMGI | $15.56 | $604 | -12.0% |
| 7 | Integra LifeSciences | IART | $34.27 | $994 | -11.7% |
| 8 | Smith & Nephew | SNN | $43.13 | $7,660 | -10.7% |
| 9 | Exactech | EXAC | $15.44 | $199 | -9.8% |
| 10 | Orthofix | OFIX | $29.25 | $515 | -9.2% |
| Company | Symbol | Price |
Mkt Cap |
P/E |
|
|---|---|---|---|---|---|
| 1 | Medtronic | MDT | $36.58 | $39,610 | 11.04 |
| 2 | Johnson & Johnson | JNJ | $57.63 | $158,950 | 12.22 |
| 3 | Average | $10,684 | 12.31 | ||
| 4 | Exactech | EXAC | $15.44 | $199 | 12.54 |
| 5 | Zimmer Holdings | ZMH | $52.94 | $10,740 | 12.60 |
| Company | Symbol | Price |
Mkt Cap |
P/E |
|
|---|---|---|---|---|---|
| 1 | Smith & Nephew | SNN | $43.13 | $7,660 | 60.90 |
| 2 | RTI Biologics Inc | RTIX | $2.86 | $156 | 47.55 |
| 3 | NuVasive | NUVA | $34.39 | $1,350 | 31.10 |
| 4 | Symmetry Medical | SMA | $10.55 | $379 | 21.05 |
| 5 | CONMED | CNMD | $17.99 | $525 | 16.52 |
| Company | Symbol | Price |
Mkt Cap |
PEG |
|
|---|---|---|---|---|---|
| 1 | Orthofix | OFIX | $29.25 | $515 | 0.58 |
| 2 | CryoLife | CRY | $6.06 | $174 | 0.67 |
| 3 | Alphatec Holdings | ATEC | $4.23 | $369 | 0.79 |
| 4 | Exactech | EXAC | $15.44 | $199 | 0.86 |
| 5 | NuVasive | NUVA | $34.39 | $1,350 | 0.90 |
| Company | Symbol | Price |
Mkt Cap |
PEG |
|
|---|---|---|---|---|---|
| 1 | CONMED | CNMD | $17.99 | $525 | 7.06 |
| 2 | Symmetry Medical | SMA | $10.55 | $379 | 2.01 |
| 3 | Johnson & Johnson | JNJ | $57.63 | $158,950 | 1.87 |
| 4 | Average | $10,684 | 1.63 | ||
| 5 | RTI Biologics Inc | RTIX | $2.86 | $156 | 1.46 |
| Company | Symbol | Price |
Mkt Cap |
PSR |
|
|---|---|---|---|---|---|
| 1 | Osteotech | OSTE | $3.19 | $58 | 0.62 |
| 2 | CONMED | CNMD | $17.99 | $525 | 0.73 |
| 3 | Orthofix | OFIX | $29.25 | $515 | 0.88 |
| 4 | RTI Biologics Inc | RTIX | $2.86 | $156 | 0.94 |
| 5 | Symmetry Medical | SMA | $10.55 | $379 | 1.06 |
| Company | Symbol | Price |
Mkt Cap |
PSR |
|
|---|---|---|---|---|---|
| 1 | TiGenix | TIG.BR | $2.21 | $68 | 66.11 |
| 2 | Mako Surgical | MAKO | $11.83 | $399 | 10.31 |
| 3 | Synthes | SYST.VX | $113.90 | $13,517 | 3.98 |
| 4 | NuVasive | NUVA | $34.39 | $1,350 | 3.20 |
| 5 | Kensey Nash | KNSY | $23.24 | $226 | 2.81 |