Under CEO Stephen MacMillan's watch, Hologic has been able to focus on structural competitive advantages, improve its balance sheet, and judiciously step into complementary markets, which has smoothed out the vagaries of product cycles.
Hologic was first to market with an FDA-approved 3D mammography platform in the U.S., giving it a considerable head start in its installed base against GE and Siemens.
Shifts in screening guidelines and disruptive technologies can have a significant effect on Hologic's business as we saw with the advent of HPV diagnostics on traditional Pap tests.
|
Metric
|
HOLX
|
GE
|
ABT
|
|---|---|---|---|
Price/Earnings (Normalized) | 19.46 | 55.99 | 23.71 |
Price/Book Value | 3.78 | 6.23 | 4.73 |
Price/Sales | 4.66 | 2.54 | 4.56 |
Price/Cash Flow | 16.52 | 43.81 | 18.91 |
|
Metric
|
HOLX
|
GE
|
ABT
|
|---|---|---|---|
Quick Ratio | 2.77 | 0.79 | 1.16 |
Current Ratio | 3.47 | 1.18 | 1.64 |
Interest Coverage | 6.00 | 9.45 | 10.86 |
|
Metric
|
HOLX
|
GE
|
ABT
|
|---|---|---|---|
Return on Assets (Normalized) | 10.63% | 1.85% | 10.63% |
Return on Equity (Normalized) | 19.32% | 10.11% | 20.87% |
Return on Invested Capital (Normalized) | 12.28% | 6.27% | 14.81% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
ISRG
| Intuitive Surgical Inc | Mgrmvkjhb | Qqbx | $132.1 Bil | |
BDX
| Becton Dickinson & Co | Ggxhfbxl | Dqgvtsc | $67.4 Bil | |
ALC
| Alcon Inc | Qsdtymsy | Mmhwnkk | $39.1 Bil | |
CLPBY
| Coloplast A/S ADR | Stybsrvd | Bww | $28.8 Bil | |
WST
| West Pharmaceutical Services Inc | Msjvqcjpq | Fkxn | $27.6 Bil | |
RMD
| ResMed Inc | Nfjwngwh | Qcjmmp | $26.1 Bil | |
BAX
| Baxter International Inc | Czzjfwjp | Ckrbzy | $20.1 Bil | |
COO
| The Cooper Companies Inc | Khmkskjr | Jzcnvc | $18.0 Bil | |
TFX
| Teleflex Inc | Tyyr | Jshw | $9.8 Bil |
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