Category overview
MedTech
Diagnostic imaging incumbents and high-end scientific instruments.
ISRGIntuitive Surgical
Current Price
$340.69
-2.68%
Estimated Price
$209.03
DCF
Bear$177.34
Base$209.03
Bull$245.90
Jul 30, 2026
Variance
-38.65%
vs. price
New 10-Q filed 2026-07-21Price 39% above estimated price
2252.HKShanghai MicroPort MedBot Group
Surgical robotics — laparoscopic, orthopaedic, endoscopic (Toumai)
Current Price
HK$20.86
+1.07%
Estimated Price
HK$3.57
DCF
BearHK$1.82
BaseHK$3.57
BullHK$3.57
CNY→HKD 1.1560 as of 2026-07-23
Jul 30, 2026
Variance
-82.86%
vs. price
New Positive profit alert filed 2026-07-22Price 83% above estimated priceEBIT covers interest only -10.5× — operating profit does not cover the interest bill.
2675.HKShenzhen Edge Medical
Surgical robotics — laparoscopic and endoscopic systems
Current Price
HK$37.86
-2.82%
Estimated Price
HK$7.51
DCF
CNY→HKD 1.1560 as of 2026-07-23
Jul 30, 2026
Variance
-80.18%
vs. price
Price 80% above estimated priceEBIT covers interest only -162.8× — operating profit does not cover the interest bill.Trailing-margin DCF likely understates value — the company is scaling into first profitability (trailing EBITDA is negative), so a forecast anchored to last year's margin is conservative. Review with Level-3 assumptions.
300760.SZShenzhen Mindray Bio-Medical Electronics
Patient monitoring, in-vitro diagnostics, and medical imaging
Current Price
¥150.80
-0.97%
Estimated Price
n/a
—
Variance
—
vs. price
688271.SHShanghai United Imaging Healthcare
High-end medical imaging systems (CT, MRI, PET/CT, molecular imaging)
Current Price
¥113.85
+0.01%
Estimated Price
n/a
—
Variance
—
vs. price
New 联影医疗关于取得医疗器械注册证的自愿性信息披露公告 filed 2026-07-20