DXCM Dexcom
Intrinsic value$34.07
Price (at call)$90.14
Margin of safety
-62.2%
vs market (rating basis)
-9.3%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 17.0% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 18.0% |
| Years to target margin | 5 |
| Sales-to-capital | 1.25 |
| Beta | 1.41 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 10.9% |
| Terminal WACC | 9.1% |
Valuation bridge
| PV of explicit FCFF | 4.10B |
| PV of terminal value | 9.08B |
| Equity value | 12.86B |
| ÷ shares → per share | $34.07 |
News
score · 8 articles
- 3 Reasons DXCM Has Explosive Upside Potential
- Here's How Much a $1000 Investment in DexCom Made 10 Years Ago Would Be Worth Today
- Analysts' Top S&P 500 Stocks to Buy Now
- The FDA Just Gave Abbott a Diabetes First. Is Its Beaten-Down Stock Ready to Wake Up?
- Dexcom, Abbott await Medicare coverage expansion for CGMs
- Abbott vs. DexCom: Which CGM Stock Is the Better Buy Now?
- Can PODD Sustain Growth After Its 2026 Guidance Reset and Q2 Beat?
- Oura is reportedly eyeing a September IPO that could value it at more than $16B
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 5.81B | 17.0% | 24.5% | 1.09B | 678.32M | 414.27M | 373.49M |
| 2 | 6.72B | 15.5% | 22.8% | 1.18B | 723.67M | 455.51M | 370.24M |
| 3 | 7.66B | 14.0% | 21.2% | 1.25B | 755.01M | 494.88M | 362.64M |
| 4 | 8.62B | 12.5% | 19.6% | 1.30B | 768.55M | 531.37M | 351.05M |
| 5 | 9.56B | 11.0% | 18.0% | 1.32B | 760.89M | 564.09M | 335.98M |
| 6 | 10.47B | 9.5% | 18.0% | 1.45B | 729.43M | 721.51M | 387.44M |
| 7 | 11.31B | 8.0% | 18.0% | 1.57B | 672.60M | 894.48M | 433.04M |
| 8 | 12.05B | 6.5% | 18.0% | 1.67B | 590.17M | 1.08B | 470.86M |
| 9 | 12.65B | 5.0% | 18.0% | 1.75B | 483.42M | 1.27B | 499.36M |
| 10 | 13.09B | 3.5% | 18.0% | 1.81B | 355.21M | 1.46B | 517.45M |