Medline announced a removal and discontinuation of all Medline Brand beds and accessories, citing safety and entrapment risks. Affected products generated roughly $60 million in annual revenue, and the firm expects costs associated with the product discontinuation could reach up to $220 million.
Medline’s unrivaled scale in medical-surgical manufacturing and distribution enables the firm to enjoy long-term secular trends like an aging population and increased prevalence of chronic conditions.
Continued consolidation in the healthcare sector affords more buying power to large hospitals and GPOs and could lead to Medline conceding price and contracting margins.
|
Metric
|
MDLN
|
CAH
|
MCK
|
|---|---|---|---|
Price/Earnings (Normalized) | 67.89 | 21.89 | 23.69 |
Price/Book Value | 2.45 | — | — |
Price/Sales | 1.44 | 0.23 | 0.29 |
Price/Cash Flow | 16.65 | 16.63 | 19.25 |
|
Metric
|
MDLN
|
CAH
|
MCK
|
|---|---|---|---|
Quick Ratio | 2.34 | 0.43 | 0.50 |
Current Ratio | 4.33 | 0.88 | 0.89 |
Interest Coverage | 2.40 | 7.25 | 23.83 |
|
Metric
|
MDLN
|
CAH
|
MCK
|
|---|---|---|---|
Return on Assets (Normalized) | 2.60% | 4.62% | 5.95% |
Return on Equity (Normalized) | 14.71% | — | — |
Return on Invested Capital (Normalized) | 4.62% | 46.33% | 56.43% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Intuitive Surgical Inc
ISRG
| LOCK|?!?HTW@t | LOCK|Qh | $158B | |||
| Becton Dickinson & Co
BDX
| LOCK|Qv | LOCK|xw#$ | $53B | |||
| ResMed Inc
RMD
| LOCK|sZQYhYR? | LOCK|>jS# | $35B | |||
| Alcon Inc
ALC
| LOCK|S?>PHS | LOCK|JLt<< | $34B | |||
| West Pharmaceutical Services Inc
WST
| LOCK|VT<x&@TK | LOCK|<Td | $28B | |||
| Solventum Corp
SOLV
| LOCK|!TkM>p | LOCK|F$r | $14B | |||
| Baxter International Inc
BAX
| LOCK|y%& | LOCK|>S?&# | $13B | |||
| The Cooper Companies Inc
COO
| LOCK|NFqz^% | LOCK|Z<YR | $11B | |||
| Repligen Corp
RGEN
| LOCK|%WfWx^CS | LOCK|>?^s< | $11B |
United States