Dexcom Inc
NASDAQ:DXCM
| US |
|
Fubotv Inc
NYSE:FUBO
|
Media
|
| US |
|
Bank of America Corp
NYSE:BAC
|
Banking
|
| US |
|
Palantir Technologies Inc
NYSE:PLTR
|
Technology
|
| US |
C
|
C3.ai Inc
NYSE:AI
|
Technology
|
| US |
|
Uber Technologies Inc
NYSE:UBER
|
Road & Rail
|
| CN |
|
NIO Inc
NYSE:NIO
|
Automobiles
|
| US |
|
Fluor Corp
NYSE:FLR
|
Construction
|
| US |
|
Jacobs Engineering Group Inc
NYSE:J
|
Professional Services
|
| US |
|
TopBuild Corp
NYSE:BLD
|
Consumer products
|
| US |
|
Abbott Laboratories
NYSE:ABT
|
Health Care
|
| US |
|
Chevron Corp
NYSE:CVX
|
Energy
|
| US |
|
Occidental Petroleum Corp
NYSE:OXY
|
Energy
|
| US |
|
Matrix Service Co
NASDAQ:MTRX
|
Construction
|
| US |
|
Automatic Data Processing Inc
NASDAQ:ADP
|
Technology
|
| US |
|
Qualcomm Inc
NASDAQ:QCOM
|
Semiconductors
|
| US |
|
Ambarella Inc
NASDAQ:AMBA
|
Semiconductors
|
If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
| 52 Week Range |
64
140.45
|
| Price Target |
|
We'll email you a reminder when the closing price reaches USD.
Choose the stock you wish to monitor with a price alert.
|
|
Fubotv Inc
NYSE:FUBO
|
US |
|
|
Bank of America Corp
NYSE:BAC
|
US |
|
|
Palantir Technologies Inc
NYSE:PLTR
|
US |
|
C
|
C3.ai Inc
NYSE:AI
|
US |
|
|
Uber Technologies Inc
NYSE:UBER
|
US |
|
|
NIO Inc
NYSE:NIO
|
CN |
|
|
Fluor Corp
NYSE:FLR
|
US |
|
|
Jacobs Engineering Group Inc
NYSE:J
|
US |
|
|
TopBuild Corp
NYSE:BLD
|
US |
|
|
Abbott Laboratories
NYSE:ABT
|
US |
|
|
Chevron Corp
NYSE:CVX
|
US |
|
|
Occidental Petroleum Corp
NYSE:OXY
|
US |
|
|
Matrix Service Co
NASDAQ:MTRX
|
US |
|
|
Automatic Data Processing Inc
NASDAQ:ADP
|
US |
|
|
Qualcomm Inc
NASDAQ:QCOM
|
US |
|
|
Ambarella Inc
NASDAQ:AMBA
|
US |
This alert will be permanently deleted.
Dexcom Inc
Intrinsic Value
The intrinsic value of one
DXCM
stock under the Base Case scenario is
42.11
USD.
Compared to the current market price of 72.83 USD,
Dexcom Inc
is
Overvalued by 42%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Dexcom Inc
Uncover deeper insights with the Valuation Backtest. Learn how current stock valuations stack up against historical averages to gauge true investment potential.
Start backtest now and learn if your stock is truly undervalued or overvalued!
Stock is trading at its lowest valuation over the past 5 years.
To access the results of this valuation backtest, please register an account with us. Registration is quick and gives you instant access to insights on 3 stocks per week for free.
The backtest for DXCM cannot be conducted due to limitations such as insufficient data or other constraints. Please select a different stock or adjust your settings.
Fundamental Analysis
Economic Moat
Dexcom Inc
Select up to 3 indicators:
Select up to 3 indicators:
Months
Months
Months
Months
Select up to 2 periods:
Dexcom Inc. is a pioneering company at the forefront of diabetes management, focusing on continuous glucose monitoring (CGM) systems that empower individuals with diabetes to better manage their condition. Founded in 1999, Dexcom revolutionized the way patients track their glucose levels by offering real-time data through wearable sensor technology. This innovation not only enhances the quality of life for users by providing insights into their glucose fluctuations but also improves clinical outcomes, as patients can make informed decisions about their diet, exercise, and medication. With a firm commitment to research and development, Dexcom continuously invests in advanced technologies, suc...
Dexcom Inc. is a pioneering company at the forefront of diabetes management, focusing on continuous glucose monitoring (CGM) systems that empower individuals with diabetes to better manage their condition. Founded in 1999, Dexcom revolutionized the way patients track their glucose levels by offering real-time data through wearable sensor technology. This innovation not only enhances the quality of life for users by providing insights into their glucose fluctuations but also improves clinical outcomes, as patients can make informed decisions about their diet, exercise, and medication. With a firm commitment to research and development, Dexcom continuously invests in advanced technologies, such as smart devices and integrated platforms, to stay ahead in a competitive market.
For investors, Dexcom presents a compelling opportunity given its strong growth trajectory and expanding market reach. The company has seen robust revenue growth, fueled by increasing diabetes prevalence and a shift towards more proactive health management solutions. Dexcom's strategic partnerships with major healthcare players and integrations with mobile applications further enhance its market position. As healthcare evolves, the demand for seamless and user-friendly monitoring solutions is likely to rise, placing Dexcom in a prime position to capitalize on this growing trend. With strong intellectual property, a loyal customer base, and a focused vision for future innovation, Dexcom stands as a promising investment for those looking to enter the healthcare sector.
Dexcom Inc. primarily operates in the healthcare sector, focusing on continuous glucose monitoring (CGM) systems for individuals with diabetes. Its core business segments can be summarized as follows:
-
Continuous Glucose Monitoring (CGM) Systems: This is the primary segment of Dexcom's business, where it designs, develops, and manufactures devices that provide real-time glucose level readings for people with diabetes. These systems include:
- Transmitter and Sensors: The company produces sensors that are worn by patients and continuously measure glucose levels in the interstitial fluid. The data is transmitted to a display device.
- Receivers and Smart Device Integration: Dexcom CGM systems can transmit data to compatible devices, including smartphones and smartwatches, providing users with convenient access to their glucose levels.
- Automated Insulin Delivery Systems: Dexcom is involved in systems that integrate with insulin pumps and automated delivery systems, helping users manage their medication based on glucose levels.
-
Software and Data Services: Beyond the hardware, Dexcom offers software solutions that enhance the user experience and provide valuable insights for diabetes management. This includes:
- Mobile Apps and Cloud Services: These platforms allow users to track their glucose readings over time, set alerts for high/low levels, and share data with healthcare providers.
- Data Analytics: Dexcom provides software that helps in analyzing glucose trends, generating reports, and aiding in better diabetes management decisions.
-
Partnerships and Collaborations: Dexcom often collaborates with technology companies and healthcare providers to expand the use of its devices and integrate its systems into broader diabetes management solutions. This includes working with insulin pump manufacturers and electronic health record (EHR) systems to enhance connectivity and data sharing.
-
Research and Development: Continuous innovation is a vital segment, with significant investment in R&D to improve existing products, develop new technologies, and enhance the usability and accuracy of its CGM systems.
-
International Markets: While Dexcom has a strong presence in the U.S. market, it is also expanding its reach in international markets, which contributes to its growth strategy.
-
Education and Support Services: Dexcom provides resources, training, and customer support for users of its products, including educational materials for effective diabetes management.
These segments work synergistically to position Dexcom as a leader in the diabetes care market, addressing the needs of patients, healthcare providers, and payers.
Dexcom Inc. has established several unique competitive advantages in the continuous glucose monitoring (CGM) market that set it apart from its rivals:
-
Technology Leadership: Dexcom is known for its advanced sensor technology, which provides more accurate and reliable glucose readings compared to many competitors. Their sensors are often praised for their precision, long wear time, and lower calibration requirements.
-
Strong Brand Recognition: Dexcom has developed a strong brand in the diabetes management space. Their products are widely recognized by healthcare professionals and diabetic patients, establishing trust and loyalty.
-
Innovative Product Pipeline: The company continuously invests in research and development, leading to innovations such as the Dexcom G6 and G7 systems. These products feature user-friendly interfaces, smartphone integration, and advanced analytics, keeping them ahead of the curve.
-
Regulatory Expertise: With extensive experience in navigating the regulatory landscape for medical devices, Dexcom has a strong understanding of FDA processes and international regulations, allowing them to bring new products to market efficiently.
-
Partnerships and Collaborations: Dexcom has formed strategic partnerships with major insulin and technology companies (like Medtronic and Tandem Diabetes) to integrate its CGM technology with insulin delivery systems, creating a more comprehensive diabetes management solution.
-
Data Integration and Ecosystem: The company has built an ecosystem around its CGM devices, enabling integration with apps and platforms for data sharing. This provides users with actionable insights into their glucose trends and enhances overall diabetes management.
-
Commitment to Patient Education and Support: Dexcom offers extensive support and educational resources for users, which enhance customer loyalty and empower patients to manage their diabetes more effectively.
-
Market Penetration and Distribution: The company has established a strong distribution network and has achieved significant market penetration in the United States and globally, which allows them to capitalize on economies of scale.
-
Clinical Evidence and Endorsements: Dexcom has invested in clinical studies that demonstrate the effectiveness of its products, which helps drive physician recommendations and insurance coverage, making it a preferred choice for diabetics.
These competitive advantages enable Dexcom to maintain its leadership position in the CGM market, effectively confront challenges from competitors, and foster sustained growth over time.
Dexcom, Inc., a leader in continuous glucose monitoring (CGM) systems for diabetes management, faces several risks and challenges in the near future:
-
Regulatory Compliance: As a medical device manufacturer, Dexcom must navigate complex regulatory environments globally. Changes in regulations or delays in obtaining necessary approvals for new products can impact growth and introduce compliance costs.
-
Competition: The market for diabetes management technologies is competitive, with both established companies and new entrants developing innovative products. Competitors may introduce superior technology or pricing strategies that could erode Dexcom's market share.
-
Technological Advancements: Rapid advancements in technology require continual investment in research and development. If Dexcom cannot keep pace with innovation, it risks falling behind in the market.
-
Market Penetration and Adoption: While CGM technology is gaining popularity, there remain barriers to wider adoption, including cost, healthcare provider awareness, and patient education. Overcoming these challenges is crucial for sustained growth.
-
Reimbursement Rates: Changes in healthcare reimbursement policies can affect the affordability of Dexcom’s products for consumers. Lower reimbursement rates or challenges in securing coverage from insurance companies may limit market growth.
-
Supply Chain Disruptions: Global supply chain issues can impact production timelines and costs. Any disruptions in the availability of raw materials or components could affect Dexcom's ability to deliver products on time.
-
Cybersecurity Risks: As a technology-based company, Dexcom is at risk of cybersecurity threats that could compromise patient data or the functionality of its devices. Ensuring robust cybersecurity measures is critical.
-
Economic Factors: Economic downturns may lead consumers to prioritize essential spending, impacting demand for CGM devices. Additionally, inflation can affect operational costs.
-
Changing Healthcare Landscape: The healthcare industry is evolving, with trends towards value-based care and population health management. Dexcom must adapt its business strategies in response to these changes.
-
Intellectual Property Challenges: Protecting intellectual property is vital in a competitive market. Dexcom may face challenges related to patent infringements or the need to defend its patents against competitors.
-
Public Perception and Branding: Maintaining a positive public image and brand reputation is crucial. Any negative publicity or product recalls could damage trust in the Dexcom brand.
It’s essential for Dexcom to proactively address these risks through strategic planning, innovation, and effective stakeholder engagement to ensure long-term sustainability and growth.
Revenue & Expenses Breakdown
Dexcom Inc
Balance Sheet Decomposition
Dexcom Inc
| Current Assets | 4.3B |
| Cash & Short-Term Investments | 2.5B |
| Receivables | 1B |
| Other Current Assets | 736.8m |
| Non-Current Assets | 2.1B |
| PP&E | 1.4B |
| Intangibles | 130m |
| Other Non-Current Assets | 574.7m |
| Current Liabilities | 1.7B |
| Accounts Payable | 326.6m |
| Accrued Liabilities | 1.4B |
| Other Current Liabilities | 19.7m |
| Non-Current Liabilities | 2.6B |
| Long-Term Debt | 2.5B |
| Other Non-Current Liabilities | 142.5m |
Earnings Waterfall
Dexcom Inc
|
Revenue
|
4B
USD
|
|
Cost of Revenue
|
-1.5B
USD
|
|
Gross Profit
|
2.5B
USD
|
|
Operating Expenses
|
-1.8B
USD
|
|
Operating Income
|
628m
USD
|
|
Other Expenses
|
52.8m
USD
|
|
Net Income
|
680.8m
USD
|
Free Cash Flow Analysis
Dexcom Inc
| USD | |
| Free Cash Flow | USD |
In Q3, Dexcom reported $994 million in revenue, a 2% increase from last year, with U.S. declines offset by 12% international growth. New customer starts soared, boosting future revenue potential. The company maintained its 2024 revenue guidance of $4.0 to $4.05 billion, targeting an 11% to 13% organic growth. The DME channel faced challenges but showed signs of stabilization. Notably, Dexcom’s new product Stelo gained traction, promising future income growth. The company's gross profit margin is projected at 63% for 2024, reinforcing its solid financial position, underscored by $2.5 billion in cash reserves.
What is Earnings Call?
DXCM Profitability Score
Profitability Due Diligence
Dexcom Inc's profitability score is 62/100. The higher the profitability score, the more profitable the company is.
Score
Dexcom Inc's profitability score is 62/100. The higher the profitability score, the more profitable the company is.
DXCM Solvency Score
Solvency Due Diligence
Dexcom Inc's solvency score is 64/100. The higher the solvency score, the more solvent the company is.
Score
Dexcom Inc's solvency score is 64/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
DXCM Price Targets Summary
Dexcom Inc
According to Wall Street analysts, the average 1-year price target for
DXCM
is 97.89 USD
with a low forecast of 75.75 USD and a high forecast of 126 USD.
Click here to dive deeper.
Dividends
Current shareholder yield for DXCM is
.
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
DXCM Insider Trading
Buy and sell transactions by insiders
| Period | Sold | Bought | Net |
|---|---|---|---|
| 3 Months |
|
|
|
| 6 Months |
|
|
|
| 9 Months |
|
|
|
| 12 Months |
|
|
|
Profile
Dexcom Inc
Country
Industry
Market Cap
Dividend Yield
Description
DexCom, Inc. is a medical device manufacturing company, which engages in the design, development and commercialization of glucose monitoring systems for ambulatory use by people with diabetes. The company is headquartered in San Diego, California and currently employs 6,300 full-time employees. The company went IPO on 2005-04-14. The firm is primarily focused on the design, development and commercialization of continuous glucose monitoring (CGM) systems for use by people with diabetes and by healthcare providers. Its products include Dexcom G6 and Dexcom Share. The G6 is a CGM system that can be used as part of an integrated system with other compatible medical devices and electronic interfaces, which may include automated insulin dosing systems, insulin pumps, blood glucose meters or other electronic devices used for diabetes management. Its Dexcom Share remote monitoring system, offered for use with its Dexcom system, uses an app on the patient’s iPhone, iPod touch, iPad or Android mobile device to securely and wirelessly transmit glucose information to the cloud and then to apps on the mobile devices of up to five designated recipients, who can remotely monitor a patient’s glucose information and receive alert notifications.
Contact
IPO
Employees
Officers
The intrinsic value of one
DXCM
stock under the Base Case scenario is
42.11
USD.
Compared to the current market price of 72.83 USD,
Dexcom Inc
is
Overvalued by 42%.
You don't have any saved screeners yet