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BSX Boston Scientific Corporation - Fundamental Analysis

BULLISH
BSX Stock | Fundamental Analysis & Investment Insights
NYSE Healthcare Medical Devices
Current Price
$102.69
Analyst Target
$126.48
+23.2% Upside
52W High
$109.5
52W Low
$85.98

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
92%
Analysis Accuracy
Boston Scientific (BSX) exhibits strong fundamental momentum with robust 20.3% YoY revenue growth and 60% earnings growth, significantly outpacing sector averages. Despite a premium valuation (P/E 54.91 vs sector 43.86), the stock is supported by consistent earnings beats over the last four quarters (avg. surprise +6.68%) and a compelling forward growth trajectory. Analysts reflect this optimism with a $126.48 target price and a strong_buy consensus across 32 firms. While insider selling raises a cautionary note, the broader financial health, innovation pipeline, and sector-leading growth justify the premium, especially against peers like DHR and TMO with lower growth but higher profitability multiples.

Key Strengths

20.3% YoY revenue growth, significantly above sector average of 11.55%
60% YoY earnings growth and consistent quarterly beats (3 of last 4 quarters)
High gross margin of 68.33%, reflecting pricing power and efficient manufacturing
Strong operating margin of 20.73%, improving profitability leverage
Analyst target price implies 23.1% upside ($126.48 vs current $102.69)

Key Risks

Premium valuation: P/E of 54.91 vs sector avg 43.86 and forward P/E of 36.81
Insider selling of $30.87M in last 6 months, signaling potential caution at current levels
Low quick ratio of 0.77, indicating constrained short-term liquidity
Lack of dividend (0.00% yield) limits appeal to income investors
ROE of 12.49% lags sector average of 42.28%, suggesting suboptimal capital efficiency
AI Fair Value Estimate
Based on comprehensive analysis
$126.48
+23.2% above current price

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