This summary was created by AI, based on 4 opinions in the last 12 months.
Coloplast A/S, a leading Danish firm recognized for its expertise in ostomy care, continence care, and wound care, has encountered some challenges in 2023 largely attributed to a slowdown in elective surgeries due to the lasting impacts of Covid-19. Despite these headwinds, analysts remain optimistic about the company's growth trajectory, projecting a robust annual growth rate of 15% alongside an impressive 11% annual increase in dividends over the past decade. Current trends indicate a recovery in demand, especially as elective surgeries resume and inventory restocking begins, positioning Coloplast for a potential turnaround in the healthcare sector over the next few years. With a favorable return on invested capital (ROIC) compared to its weighted average cost of capital (WACC), the company is seen as a solid investment opportunity, particularly for clients looking for long-term growth and accretive acquisitions.
Everyone is on the AI-hype train. But you still have the long-term demographic of aging populations. Likes the ROIC at 14% compared to WACC at 7%. Has cashflow to make tuck-in acquisitions. You get organic revenue growth plus revenue growth from the acquisitions, and this will grow the business over time and compound. The 8th wonder of the world is time plus compounding.
Medical device industry has been slow since Covid, as everything shut down and surgeries cancelled. With rising rates, customers de-stocked inventory rather than buying more. Demand starting to pick up, so they can raise prices. Exceptionally cheap for a company that can grow 15% a year.
Prices fell hard in 2022, but has partially come back as underlying growth has been robust at 8-9% organic growth in revenue per year. It pays a 2.3% dividend and offers high growth. Are the leaders in their space.
It is a Danish company which is a global leader in ostomy care and continence care, and third largest in wound care. It has done two big acquisitions. It has had some weakness in 2023 but should grow through good M&A and good R&D. It has had an 11% dividend growth rate per year and 12% share growth rate per year. Buy 9 Hold 15 Sell 3
(Analysts’ price target is $841.23)(A Top Pick August 21/17, Up 24%) Colostomy bags and catheters, playing the aging demographic. Gained market share in US. Free cash flow is above competitors. Dividend grows about 10-15% per year. Investors go here to hide, so it goes up when markets go down. Buy on a pullback.
Colostomy bags. The demographics are such that gastrointestinal disorders are among the bigger problems dealing with the retirees of the world. If you get a company this size growing this fast without acquisitions you have a good company. They have a history of dividend increases. (Analysts’ target: DKK 553.00).
Coloplast A/S is a American stock, trading under the symbol CLPBY-OTC on the US OTC (CLPBY). It is usually referred to as OTC:CLPBY or CLPBY-OTC
In the last year, 2 stock analysts published opinions about CLPBY-OTC. 2 analysts 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 Coloplast A/S.
Coloplast A/S was recommended as a Top Pick by on . Read the latest stock experts ratings for Coloplast A/S.
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.
2 stock analysts on Stockchase covered Coloplast A/S In the last year. It is a trending stock that is worth watching.
On 2025-02-14, Coloplast A/S (CLPBY-OTC) stock closed at a price of $11.22.
A challenging year, partly due to slowdown in China. Many products are used after elective surgeries; overhang from Covid has slowed those surgeries. Long-term, the demand is there. Past 10 years, dividend's grown ~11% a year and shares have risen by ~12% a year.
Healthcare will see a big turnaround over the next 1-3 years. He's buying now for clients.