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Company Analysis

TransMedics Group, Inc. TMDX

A comprehensive view of key metrics, scores, and financial health for TransMedics Group, Inc.

Overview of TransMedics Group, Inc.

TMDX NGM
Healthcare Medical Devices Mid Cap
TransMedics Group, Inc. (TMDX), is a Mid Cap company, in the Medical Devices industry, last closed at $123.48, about 68.8% overvalued vs fair value, +82.4% 1Y return, placing in the top 10% of its sector.
$123.48
1.79%
As of March 13, 2026
Previous close • Vol 90d: 54.8%
52-Week Range
Market Cap
$4.45B
Enterprise Value
$4.43B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.transmedics.com
HQ Andover, MA
Employees 898
Fiscal year Dec 31

Next Events

Earnings May 7 Estimated

Fair Value Snapshot

Bear Base Bull
$35
$38
$43
Current: $123.48 -69% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$605.5M
37.1%%
Gross Profit
$362.8M
38.4%%
Operating Income
$108.6M
189.6%%
Net Income
$190.3M
436.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-42.5%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
4/6
Improving
0
High Impact
3
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating TransMedics Group, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
72
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
57
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 92% Coverage
Trade-Off Triangle Visualization A ternary plot showing TMDX's balance between Growth (38.2%), Profitability (35.9%), and Safety (25.9%). Growth 38% Safety 26% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

90th percentile vs peers
91
Key Signals
Rev Growth YoY 37.1% 85p Revenue CAGR 3Y 86.4% 91p EPS Growth YoY 2.31 97p
Strengths
  • Growth performance in top 20% of peers (percentile: 90)
  • Rev Growth Yoy in top 20% of peers (37.1%, 85th percentile)
  • Revenue Cagr 3Y in top 20% of peers (86.4%, 91th percentile)
  • Eps Growth Yoy in top 20% of peers (2.31, 97th percentile)
Risks

No significant risks identified for this axis.

Profitability

85th percentile vs peers
85
Key Signals
Strengths
Risks
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Safety

61th percentile vs peers
61
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for TransMedics Group, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$38.47
- - -
-68.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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