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Penumbra, Inc. (PEN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Penumbra, Inc.

PENMarket cap $12BPrice $316.4

Country🇺🇸United States

SectorHealthcare

IndustryHealthcare Equipment

Makes devices that suck blood clots straight out of arteries and veins, treating strokes and blockages without major surgery. Its thrombectomy systems are so effective they've helped shrink the market for clot-dissolving drugs.

In Bastion Portfolios?

52W Return+27%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+18%9

Revenue Forecast

Rev CAGR (1y)+13%7

Rev CAGR (3y)+13%8

Rev CAGR (5y)+12%8

Earnings Forecast

EPS Growth Y+1+7%6

EPS Growth Y+2+28%8

EPS Growth Y+3+16%8

Quality

Margins

EBIT Margin12%5

Net Income Margin11%6

Free Cash Flow Margin14%7

Debt

Net Debt/EBITDA-1.910

Efficiency

ROE11%5

ROA9%8

Earnings Stability66

GEAR+VERY STRONG87

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)571

P/E Ratio (Forward 3y)441

P/BV8.12

EV Multiples

EV/EBITDA Fwd441

EV/EBIT Fwd511

Yield

Free Cash Flow Yield1.7%4

Dividend Yieldna–

Momentum

Short term

1 month return-1%7

3 month return-0%6

YTD return+2%5

Mid term

Price vs 52wHigh87%7

1 year return+22%7

Long term

3 year return+40%5

5 year return+24%5

Risk Shield

Price Risk

Beta0.010

Volatility27%8

Free Cash Flow

Free Cash Flow Margin14%7

Free Cash Flow Yield1.7%4

Quality

ROCE12%6

Earnings Stability66

Net Debt/EBITDA-1.910

02Growth

Is it actually growing, and how fast?

PENPenumbra

Revenue FY25$1.4B

GROWTH RATING↗

STRONG79 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+13%7

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+7%6

EPS growth, FY27E+28%8

EPS growth, FY28E+16%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 79% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.8/10

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 16%/yr vs revenue 13%/yr).

WATCH

Revenue grew 18%/yr over the last 3 years; forecasts see it cooling to 13%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE60 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return-0%6

YTD return+2%5

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+22%7

3-year return+40%5

5-year return+24%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 22% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-1%).

WATCH

Average long-term results. Multi-year returns are middling (+40% over three years and +24% over five), roughly average for the market.

Returns sit at the market level over three months (+0%) and so far this year (+2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Penumbra, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

PENPenumbra

Revenue FY25$1.4B

GROWTH RATING↗

STRONG79 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+13%7

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+7%6

EPS growth, FY27E+28%8

EPS growth, FY28E+16%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 79% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.8/10

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 16%/yr vs revenue 13%/yr).

WATCH

Revenue grew 18%/yr over the last 3 years; forecasts see it cooling to 13%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE60 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return-0%6

YTD return+2%5

MID & LONG-TERM▾SCORE

% of 52-week high87%7

1-year return+22%7

3-year return+40%5

5-year return+24%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 22% over the past year, but 13% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-1%).

WATCH

Average long-term results. Multi-year returns are middling (+40% over three years and +24% over five), roughly average for the market.

Returns sit at the market level over three months (+0%) and so far this year (+2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Penumbra, Inc.. 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