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EW Edwards Lifesciences

healthcare · valued with glm-5.2 medium conviction · deep-dived 2026-09-04

SELL
Intrinsic value$22.59
Price (at call)$89.78
Margin of safety -74.8%
vs market (rating basis) -36.9%

Model unavailable; showing baseline valuation.

⚠ LLM error: empty response; using baseline

The story

Value drivers

Revenue growth (Y1)10.8%
Terminal growth3.5%
Forecast horizon10y
Target operating margin16.1%
Years to target margin5
Sales-to-capital0.58
Beta0.85
Failure probability0.0%
Cost of capital (WACC)8.5%
Terminal WACC9.2%

Valuation bridge

PV of explicit FCFF1.72B
PV of terminal value8.95B
Equity value13.01B
÷ shares → per share$22.59

News

neutral +0.10 · 8 articles

  • Why Is ISRG Investing More Aggressively in R&D Despite Macro Headwinds?
  • Unusual Volume in Edwards Lifesciences Put Options Shows Investors Bullish on EW Stock
  • Edwards Lifesciences (EW): The Medical Device Leader Behind the TAVR Boom
  • Why Is IQVIA (IQV) Up 5.6% Since Last Earnings Report?
  • KKR to Pay Record Settlement in Premerger-Filings Case
  • MDT's Q1 Earnings on Deck: How Should You Play the Stock Now?
  • Can STERIS Stock Deliver as Its $600 Million Chemistry Bet Scales?
  • Is Edwards Lifesciences (EW) A Bargain Following Its Asia Pacific Patient Experience Event?

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 6.98B 10.8% 21.0% 1.21B 1.18B 36.21M 33.37M
2 7.68B 10.0% 19.7% 1.26B 1.21B 50.60M 42.96M
3 8.38B 9.2% 18.5% 1.29B 1.22B 68.43M 53.53M
4 9.08B 8.3% 17.3% 1.30B 1.21B 90.03M 64.89M
5 9.77B 7.5% 16.1% 1.30B 1.19B 115.63M 76.79M
6 10.42B 6.7% 16.1% 1.39B 1.14B 250.72M 153.42M
7 11.04B 5.9% 16.1% 1.47B 1.07B 402.47M 226.92M
8 11.61B 5.1% 16.1% 1.55B 979.95M 569.18M 295.69M
9 12.11B 4.3% 16.1% 1.62B 867.39M 748.47M 358.27M
10 12.53B 3.5% 16.1% 1.67B 735.06M 937.35M 413.42M

History

DatePriceIntrinsicMoSRating
2026-09-04$89.78 $22.59 -74.8% SELL
2026-07-15$90.09 $38.24 -57.6% HOLD
2026-06-23$86.95 $39.13 -55.0% HOLD