Owlet is a publicly listed company tracked for investment-relevant business developments.
Owlet trades at 1.6x EV/sales with revenue doubling, holds unique FDA approval for baby monitors creating a regulatory moat, and is expanding into high-margin subscription telehealth via Owlet 360 which extends customer lifetime value from infancy through adolescence. Debt refinancing saves 525 bps, and M&A optionality exists with players like Hims & Hers.