Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

Experts believe that Zimmer Biomet Holdings Inc. is a strong performer in the device industry, with higher utilization rates and significant market share gains. The company's operating and gross margins are expanding, and it is valued at a reasonable 18x PE ratio. The recon market is growing at a healthy 14%, indicating positive growth prospects for the company.

Consensus
Positive
Valuation
Fair Value
BUY ON WEAKNESS

They reported a great quarter this week, but share still fell over 3% because they merely reiterated their outlook and lowered sales guidance due to currency. Is down 11% this year.

biotechnology / pharmaceutical
DON'T BUY

Prefers SYK.

biotechnology / pharmaceutical
BUY

Higher utilization rates are good for the device industry. The recon market is going 14%. Are gaining market share with operating and gross margins expanding. Good 18x PE.

biotechnology / pharmaceutical
COMMENT

Investing in healthcare is hard. He holds BDX which he sees it as the shopping mall of healthcare products. He used to own ZBH but they suffered from recalls. He would probably stick to one of the three since he believes they are the best run companies in healthcare.

biotechnology / pharmaceutical
DON'T BUY

Their business is orthopedics (hips and knees). Have had shipping problems to customers and a received an FDA 483 notice (inspection) to one of their facilities. This will take a while to turn around. Better to buy Stryker.

biotechnology / pharmaceutical
PAST TOP PICK

(A Top Pick Feb 2/17, Up 8.90%) A great US company. He likes the medical device companies. These devices are going to be demanded more and more as we all get older.

biotechnology / pharmaceutical
PAST TOP PICK

(A Top Pick Oct 13/16. Down 11%.) This is medical parts, knees, hips, spinal fusion products, etc. Had felt the stock would benefit from aging baby boomers. However, they had some inventory problems, and didn’t experience the kind of growth he expected. It’s still a great place to be.p

biotechnology / pharmaceutical
TOP PICK

We need hips and knees and are looking to the US for them. PE is 14-15 times earnings, to shield your capital from a slow decline in the Canadian dollar. The US dollar has been a one way trade. (Analysts’ target: $134.00).

biotechnology / pharmaceutical
COMMENT

Thinks it is time to look at certain parts of healthcare. The situation is a little muddied, because we are faced with changes to the Affordable Care Act, and are not sure what form they are going to take and who it is going to affect. This company is a maker of joints, artificial hips, etc. There is some risk of competition and commoditization of these devices. He would probably look for another area in the healthcare arena. Some of the larger insurers are very interesting.

biotechnology / pharmaceutical
HOLD

They reported earnings that met expectations but guidance was tepid. It spooked the market with a suggestion of slower growth. Anything hinting at slower growth in the healthcare space has this effect. Short term investors should stay out of healthcare. 3-5 year horizon investors will find this a great company to hold.

biotechnology / pharmaceutical
TOP PICK

The largest global supplier of artificial knees and hips. They also do disc back stabilization products as well as titanium teeth. Very well-run company, and trading at a very reasonable valuation. Did a big acquisition of Biomet and they expect $350 million of synergies. Dividend yield of 0.76%.

biotechnology / pharmaceutical
PAST TOP PICK

(Top Pick Aug 6/15, Up 30.22%) A spare parts company for humans. He knows so many people who are getting parts replaced or getting implants. The population is aging. Demographics change very, very slowly.

biotechnology / pharmaceutical
BUY

It has not done well recently. Hip and Knee replacement. People are getting older and there will be more replacements in the future. He is happy to buy it here for the long term.

biotechnology / pharmaceutical
TOP PICK

They are primarily in the business of artificial knees and hips. Lots of baby boomers starting to wear out their joints and needing new ones. It is a growth industry. It has 75% gross margin. It has the best value in this sector.

biotechnology / pharmaceutical
TOP PICK

Hips, knees and extremities. Demand will grow 4-6% over the long term. They have not yet expanded outside of North America. People are getting older and the number of 60 year olds is getting wider and they wear out their hips and knees. They don’t have a lot of pricing power, but have certainty in the need for the products. It sold off recently from currency exposure. The value is quite reasonable here. They have a great track record of increasing dividends and buying back stock.

biotechnology / pharmaceutical
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Zimmer Biomet Holdings Inc.(ZBH-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Zimmer Biomet Holdings Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Zimmer Biomet Holdings Inc.(ZBH-N) Frequently Asked Questions

What is Zimmer Biomet Holdings Inc. stock symbol?

Zimmer Biomet Holdings Inc. is a American stock, trading under the symbol ZBH-N on the New York Stock Exchange (ZBH). It is usually referred to as NYSE:ZBH or ZBH-N

Is Zimmer Biomet Holdings Inc. a buy or a sell?

In the last year, 1 stock analyst published opinions about ZBH-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Zimmer Biomet Holdings Inc..

Is Zimmer Biomet Holdings Inc. a good investment or a top pick?

Zimmer Biomet Holdings Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Zimmer Biomet Holdings Inc..

Why is Zimmer Biomet Holdings Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Zimmer Biomet Holdings Inc. worth watching?

1 stock analyst on Stockchase covered Zimmer Biomet Holdings Inc. In the last year. It is a trending stock that is worth watching.

What is Zimmer Biomet Holdings Inc. stock price?

On 2024-10-11, Zimmer Biomet Holdings Inc. (ZBH-N) stock closed at a price of $103.5.