Value
6.5/10data confidence 100%| Component | Sub-score |
|---|---|
| P/E | 4.6 |
| P/S | 8.6 |
| EV/EBITDA | 4.1 |
| Fwd P/E | 8.1 |
| PEG | 5.5 |
| Analyst target | 7.5 |
- ▸Forward P/E: 14.7x
- ▸PEG: 1.36
MMSI · Why this verdict
Why Merit Medical Systems (MMSI) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.9/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
6.0/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 3.0 |
| ROA | 3.1 |
| Gross margin | 5.7 |
| Op margin | 4.6 |
| Net margin | 4.5 |
| Current ratio | 7.9 |
| FCF quality | 9.3 |
| Moat | 5.8 |
| Piotroski F | 10.0 |
- ▸Excellent cash conversion: 128% FCF/NI
- ▸Strong Piotroski F-Score: 9/9
Growth
7.1/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 4.4 |
| EPS growth | 9.8 |
Momentum
5.7/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 10.0 |
| OBV | 10.0 |
| MA position | 4.0 |
| Volume | 0.0 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA, MA slope -4.2%/30d — confirmed downtrend
Sentiment
7.0/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 7.0 |
| Price target | 9.1 |
| erm sentiment | 4.6 |
- ▸Analyst upside: 38%
Insider
5.3/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.5 |
| holder change | 5.1 |
- ▸Insider buying (low materiality) — $260,258 (0.007% of mkt cap)
Peer rank
3.8/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 5.8 |
| quality rank | 6.4 |
| growth rank | 2.9 |
Technical
1.5/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 1.3 |
| support resistance | 0.1 |
| 52w position | 3.0 |
Risk (lower is worse)
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 6.7 |
| days to cover | 7.4 |
| volatility | 5.3 |
| put call | 8.2 |
| implied vol | 3.1 |
| max pain risk | 3.0 |
| beta | 9.8 |
| debt equity | 8.0 |
- ▸High IV: 61%
- ▸Above max pain $55
Catalyst
6.8/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 7.3 |
- ▸Strong earnings: 3B/0M
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (8)
- MOMENTUM:5.7>=5.5
- ASYMMETRY:2.5>=1.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:52d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (1)
- DEATH_CROSS:momentum=5.7>=5.0 recovering
Reward-to-Risk
2.45
Upside
+19.9%
Downside
8.1%
Sizing output
AVOID
SetupRECOVERY — Death cross but MACD improving, RSI 55
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — MCap $3.8B<$5B
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:5.7>=5.5. Top dim: Growth at 7.1; weakest: Technical at 1.5. No conviction either direction.
The strongest dimensions are Growth at 7.1, Sentiment at 7.0, and Catalyst at 6.8; the weakest are Technical at 1.5, Peer rank at 3.8, and Insider at 5.3. The V9 engine cleared all gates with 1 warning, producing an asymmetric reward-to-risk of 2.45 and an engine sizing output of AVOID.