Demand for radiotherapy should stay healthy over the next decade. Elekta stands to benefit, but its success depends on the continuing adoption of Unity as well as its ability to withstand competition from Siemens Healthineers.
We estimate that the Asia-Pacific marketplace could support up to 5,000 additional linac installations. Given Elekta's strong ties with emerging-market customers, particularly in China, we believe the company can grab a sizable portion of greenfield in this region.
GenesisCare order book in the U.S. has been written down, dealing another blow to the company's U.S. plans.
|
Metric
|
EKTA B
|
ISRG
|
BDX
|
|---|---|---|---|
Price/Earnings (Normalized) | 18.60 | 62.57 | 19.58 |
Price/Book Value | 2.95 | 9.50 | 2.66 |
Price/Sales | 1.66 | 18.33 | 3.47 |
Price/Cash Flow | 10.99 | 48.22 | 20.77 |
|
Metric
|
EKTA B
|
ISRG
|
BDX
|
|---|---|---|---|
Quick Ratio | 0.82 | 3.91 | 0.46 |
Current Ratio | 1.09 | 4.76 | 1.08 |
Interest Coverage | 7.21 | — | 4.17 |
|
Metric
|
EKTA B
|
ISRG
|
BDX
|
|---|---|---|---|
Return on Assets (Normalized) | 4.76% | 14.56% | 3.40% |
Return on Equity (Normalized) | 14.30% | 17.02% | 7.05% |
Return on Invested Capital (Normalized) | 10.01% | 15.43% | 5.04% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
ISRG
| Intuitive Surgical Inc | Qhdhphgpl | Bqm | $132.7 Bil | |
BDX
| Becton Dickinson & Co | Jxyrglx | Qdqcr | $67.4 Bil | |
ALC
| Alcon Inc | Cmrgbjf | Zbjdn | $38.8 Bil | |
RMD
| ResMed Inc | Dkmvbkgb | Brnxq | $31.9 Bil | |
CLPBY
| Coloplast A/S ADR | Vxwgzyqn | Xqhl | $27.8 Bil | |
WST
| West Pharmaceutical Services Inc | Vbhjjbdc | Drrsw | $25.9 Bil | |
BAX
| Baxter International Inc | Tzfdwfzml | Nhrgcy | $20.7 Bil | |
HOLX
| Hologic Inc | Mgpxfqg | Fjnmwnt | $18.0 Bil | |
COO
| The Cooper Companies Inc | Ymhrtvhj | Vmbby | $17.9 Bil | |
TFX
| Teleflex Inc | Jfs | Qdbs | $9.8 Bil |
