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Medtronic plc (MDT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Medtronic plc

MDTMarket cap $111BPrice $87.1

Country🇺🇸United States

SectorHealthcare

IndustryHealthcare Equipment

Makes medical devices that keep hearts beating, brains functioning, and diabetics alive. Their pacemakers and insulin pumps are inside millions of people right now, literally keeping them breathing.

In Bastion Portfolios?

52W Return-8%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+5%4

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1+60%10

EPS Growth Y+2+7%6

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin20%7

Net Income Margin14%7

Free Cash Flow Margin16%7

Debt

Net Debt/EBITDA1.85

Efficiency

ROE11%5

ROA6%7

Earnings Stability55

GEAR+STRONG76

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)136

P/BV2.26

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd146

Yield

Free Cash Flow Yield5.5%7

Dividend Yield3.3%8

Momentum

Short term

1 month return-7%4

3 month return+5%8

YTD return-7%4

Mid term

Price vs 52wHigh85%6

1 year return-8%4

Long term

3 year return+26%4

5 year return-19%3

Risk Shield

Price Risk

Beta0.39

Volatility24%9

Free Cash Flow

Free Cash Flow Margin16%7

Free Cash Flow Yield5.5%7

Quality

ROCE9%5

Earnings Stability55

Net Debt/EBITDA1.85

02Growth

Is it actually growing, and how fast?

MDTMedtronic

Revenue FY26$36.4B

GROWTH RATING↗

AVERAGE41 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+60%10

EPS growth, FY28E+7%6

EPS growth, FY29E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 41% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE41 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return+5%8

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return-8%4

3-year return+26%4

5-year return-19%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+5%).

WATCH

It's down 8% over the past year, now 15% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-7%) and so far this year (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+26% over three years and -19% over five), behind 60% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Medtronic. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

MDTMedtronic

Revenue FY26$36.4B

GROWTH RATING↗

AVERAGE41 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+60%10

EPS growth, FY28E+7%6

EPS growth, FY29E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 41% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE41 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return+5%8

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return-8%4

3-year return+26%4

5-year return-19%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+5%).

WATCH

It's down 8% over the past year, now 15% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-7%) and so far this year (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+26% over three years and -19% over five), behind 60% of the market.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Medtronic. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community