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Weekly News, Analysis, and Commentary

Power Rankings

Power Rankings: April 25th, 2017

Robin Young's Entirely Subjective Ordering of Public Orthopedic Companies

This Week: Is the Fed ready to stop raising rates? Shyam Rajan, Bank of America strategist, writes that the interest rate market is signaling that Trump's tax reform is not going to make it into law. Put another way, the markets are betting that the Federal Reserve's rate hike cycle is coming to an end. Another analyst says that 10-year yields could drop to 1.50% by end of summer. Cheaper money, lower borrowing costs. More M&A?

Rank Last Week Company TTM Op
Margin
30-Day Change
Comment
1
1
ConMed
9.53%
12.29%
More buyers emerged last week to add CNMD to their portfolios.  Interestingly, CNMD's price has outrun the analyst's price targets.
2
3
Zimmer Biomet
22.92
0.04
Zimmer Biomet due to report results for the first quarter 2017 on April 27th. Analysts expect $1.96 billion in revenues for a 3.00% growth rate.
3
2
Exactech
9.05
(0.56)
Exactech has beat Wall Street's expectations in 3 of the last 4 quarters. With its newly aggressive product introduction strategy, EXAC should continue to exceed forecasts.
4
5
Smith & Nephew
19.53
3.65
SNN promises that the NAVIO® robotics assisted total knee system will be ready for launch in Q2—which is now.
5
7
Stryker
22.61
0.69
One thing about Stryker, it almost never misses—or beats— earnings estimates. After the strong MAKO push at AAOS, analysts will be watching to see what effect, if any, it had.
6
8
Integra LifeSciences
11.60
(1.84)
Analysts are hedging their earnings forecasts for Q1. Probably a good idea considering all the moving parts with newly acquired Codman and Derma Life Sciences.
7
6
Medtronic
21.05
(0.65)
MDT announces a major upgrade to the venerable Stealth Station. Unveiled at AANS, it has improved software interface, a two-cart platform design, and electromagnetic technology.
8
4
Globus Medical
28.92
5.32
Most analysts expect that GMED will report about $150 million in sales for the first quarter, up nearly 8% from last year's levels.
9
10
RTI Surgical
(19.10)
9.46
The stock has certainly been strong. But the rubber meets the road later this week and most analysts expect that RTI will post down sales.
10
9
Orthofix
8.01
(2.36)
OFIX has not announced a release date yet for Q1 sales and earnings. Normally, ortho stocks report their results between late April and early May.

Top Performers Last 30 Days

Company Symbol
Price
Mkt Cap
30-Day Chg
1 MiMedx Group MDXG $11.52 $1,277 30.02%
2 SeaSpine Hldgs Corp SPNE $8.74 $101 21.05%
3 Aurora Spine ASG $0.14 $4 13.21%
4 Conmed CNMD $47.34 $1,319 12.29%
5 K2M Group Hldgs KTWO $21.21 $903 11.05%
6 RTI Biologics Inc RTIX $4.05 $235 9.46%
7 Globus Medical GMED $30.90 $2,964 5.32%
8 Smith & Nephew SNN $32.04 $14,018 3.65%
9 TiGenix TIG.BR $0.80 $208 3.32%
10 Stryker SYK $132.94 $49,596 0.69%

Worst Performers Last 30 Days

Company Symbol
Price
Mkt Cap
30-Day Chg
1 Alphatec Holdings ATEC $2.00 $18 -25.37%
2 Lattice Biologics LBL.V $0.13 $9 -16.12%
3 MicroPort Scientific 853 $0.68 $978 -10.46%
4 Nevro Corp NVRO $85.22 $2,494 -7.05%
5 Pacira PCRX $45.20 $1,812 -6.13%
6 Xtant Medical Hldgs XTNT $0.57 $10 -5.90%
7 Amedica Corp AMDA $0.38 $14 -5.73%
8 CryoLife CRY $15.65 $520 -4.86%
9 Johnson & Johnson JNJ $121.76 $330,078 -3.56%
10 Orthofix OFIX $38.95 $699 -2.36%

Lowest Price / Earnings Ratio (TTM)

Company Symbol
Price
Mkt Cap
P/E
1 Smith & Nephew SNN $32.04 $14,018 17.88
2 Johnson & Johnson JNJ $121.76 $330,078 19.22
3 Globus Medical GMED $30.90 $2,964 21.34
4 Medtronic MDT $80.48 $110,168 23.17
5 Stryker SYK $132.94 $49,596 24.66

Highest Price / Earnings Ratio (TTM)

Company Symbol
Price
Mkt Cap
P/E
1 MiMedx Group MDXG $11.52 $1,277 95.92
2 NuVasive NUVA $75.02 $3,801 94.56
3 MicroPort Scientific 853 $0.68 $978 69.17
4 Orthofix OFIX $38.95 $699 45.67
5 CryoLife CRY $15.65 $520 40.47

Lowest P/E to Growth Ratio (Earnings Estimates)

Company Symbol
Price
Mkt Cap
PEG
1 CryoLife CRY $15.65 $520 1.35
2 Globus Medical GMED $30.90 $2,964 1.98
3 Exactech EXAC $26.60 $380 2.51
4 Stryker SYK $132.94 $49,596 2.53
5 Integra LifeSciences IART $42.11 $3,169 2.89

Highest P/E to Growth Ratio (Earnings Estimates)

Company Symbol
Price
Mkt Cap
PEG
1 Orthofix OFIX $38.95 $699 7.14
2 MiMedx Group MDXG $11.52 $1,277 6.39
3 NuVasive NUVA $75.02 $3,801 6.30
4 Conmed CNMD $47.34 $1,319 5.72
5 MicroPort Scientific 853 $0.68 $978 4.61

Lowest Price to Sales Ratio (TTM)

Company Symbol
Price
Mkt Cap
PSR
1 Xtant Medical Hldgs XTNT $0.57 $10 0.11
2 Alphatec Holdings ATEC $2.00 $18 0.15
3 Aurora Spine ASG $0.14 $4 0.68
4 Amedica Corp AMDA $0.38 $14 0.71
5 SeaSpine Hldgs Corp SPNE $8.74 $101 0.79

Highest Price to Sales Ratio (TTM)

Company Symbol
Price
Mkt Cap
PSR
1 Nevro Corp NVRO $85.22 $2,494 10.91
2 TiGenix TIG.BR $0.80 $208 7.77
3 Pacira PCRX $45.20 $1,812 6.56
4 Globus Medical GMED $30.90 $2,964 5.26
5 MiMedx Group MDXG $11.52 $1,277 5.21

PSR: Aggregate current market capitalization divided by aggregate sales and the calculation excluded the companies for which sales figures are not available.