GrowthTurtle
Data Science PhD & IEEE Fellow, Ex-Two Sigma
NeuroPace looks cheap against its sales. The medical device maker trades at about 5x sales and 4x next year's, while device makers usually get 5x, putting fair value around $15.23-$19.38 versus $14.71. The view rests on valuation levels from reported earnings and revenue estimates, not fundamental work. x.com
Intuitive Surgical does not look cheap at the current price, contrary to the view that it is very tempting, though something could be missing. x.com
Boston Scientific's extreme pessimism is already priced in after weaker-than-expected results destroyed the stock, leaving it at 11x 2027 earnings and creating a potential opportunity. The company makes medical devices, mainly for cardiology. x.com
