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$TMDX

TransMedics Group
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TransMedics Group is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 50%bear 0%neu 50%

signal summary

latest thesis
TransMedics down 61% but growing 38% CAGR at 15x forward earnings, reminiscent of early Intuitive Surgical▾

TransMedics' organ transplant technology addresses a growing market with new devices expanding TAM. Despite recent growth deceleration, 38% 3-year CAGR and 80% 5-year CAGR with operating leverage at 15x forward earnings and 3.5x EV/sales presents a rare profitable growth opportunity. The mission-driven model and profitability profile resemble Intuitive Surgical's early trajectory.

unknownT3Asymmetric Investing2026-06-29
confidence 58 / 100impact Medium
key themes
  • Autonomous Vehicles100%
  • Public Markets & Valuation50%
  • GLP-1 & Metabolic Drugs50%
  • Payments & Banking Infrastructure50%
  • AI Bubble / Capex Debate50%

bull thesis · 1

83 / 100
  • •TransMedics down 61% but growing 38% CAGR at 15x forward earnings, reminiscent of early Intuitive Surgical

bear thesis · 0

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mentions · 2

Asymmetric Investing5 Stocks I Think Could 10x From Here1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:006:0012:0018:0025:00
Asymmetric InvestingAsymmetric Investing AMA1 mentions · 0▲ 0▼ 1○ · 6 months ago
0:0010:0020:0030:0040:00