Company Overview - Merit Medical Systems, Inc. is a leading global manufacturer and marketer of healthcare technology, founded in 1987 [3] - The company specializes in the development, manufacture, and distribution of proprietary medical devices used in interventional, diagnostic, and therapeutic procedures, particularly in cardiology, radiology, oncology, critical care, and endoscopy [3] - Merit employs approximately 7,300 people worldwide and has a sales force and clinical support team totaling more than 800 individuals [3] Financial Results Announcement - Merit Medical Systems will release its financial results for the quarter ended June 30, 2025, after the close of the stock market on Wednesday, July 30, 2025 [1] - An investor conference call is scheduled for the same day at 5:00 p.m. Eastern [1] Accessing the Conference Call - Interested parties can pre-register for the conference call using a provided link, and registrants will receive confirmation with dial-in details [2] - A live webcast and slide deck will also be accessible through a specified link [2]

Core Insights - Dentsply International (XRAY) is currently viewed as a better value investment compared to Merit Medical (MMSI) based on various financial metrics and analyst outlooks [1][3][7] Valuation Metrics - XRAY has a forward P/E ratio of 8.73, significantly lower than MMSI's forward P/E of 28.03, indicating XRAY may be undervalued [5] - The PEG ratio for XRAY is 1.18, while MMSI's PEG ratio is 2.73, suggesting XRAY has a more favorable earnings growth outlook relative to its price [5] - XRAY's P/B ratio stands at 1.64, compared to MMSI's P/B of 3.89, further indicating XRAY's superior valuation [6] Analyst Ratings - XRAY holds a Zacks Rank of 2 (Buy), while MMSI has a Zacks Rank of 3 (Hold), reflecting a more positive earnings estimate revision for XRAY [3][7] - Based on the combination of earnings outlook and valuation metrics, XRAY is positioned as the superior value option in the medical-dental supplies sector [7]

Core Viewpoint - Investors in the Medical - Dental Supplies sector should consider Dentsply International (XRAY) as a potentially undervalued stock compared to Merit Medical (MMSI) [1] Group 1: Company Rankings and Valuation Metrics - Dentsply International has a Zacks Rank of 2 (Buy), while Merit Medical has a Zacks Rank of 4 (Sell), indicating a more favorable earnings estimate revision trend for XRAY [3] - XRAY has a forward P/E ratio of 8.25, significantly lower than MMSI's forward P/E of 27.73, suggesting XRAY may be undervalued [5] - The PEG ratio for XRAY is 1.12, while MMSI's PEG ratio is 2.70, further indicating XRAY's better valuation relative to expected earnings growth [5] Group 2: Additional Valuation Metrics - XRAY's P/B ratio is 1.55, compared to MMSI's P/B of 3.85, highlighting XRAY's more favorable market value relative to its book value [6] - These metrics contribute to XRAY's Value grade of A and MMSI's Value grade of D, reinforcing the view that XRAY is the better investment option for value investors [6]

Core Viewpoint - The analysis compares Align Technology (ALGN) and Merit Medical (MMSI) to determine which stock is more attractive to value investors, highlighting ALGN's stronger earnings outlook and better valuation metrics [1][3]. Valuation Metrics - ALGN has a forward P/E ratio of 16.57, while MMSI has a forward P/E of 28.45, indicating that ALGN is potentially undervalued compared to MMSI [5]. - The PEG ratio for ALGN is 1.48, suggesting a favorable earnings growth outlook, whereas MMSI's PEG ratio is 2.77, indicating a less attractive growth relative to its price [5]. - ALGN's P/B ratio stands at 3.30, compared to MMSI's P/B of 3.95, further supporting ALGN's valuation advantage [6]. Earnings Outlook - ALGN is noted for its improving earnings outlook, which enhances its attractiveness in the Zacks Rank model, suggesting it is a superior value option compared to MMSI [7].

Core Viewpoint - Merit Medical Systems, Inc. (MMSI) has announced the acquisition of Biolife Delaware, L.L.C., which will enhance its hemostasis product portfolio and improve patient care [1][2][5]. Company Overview - The acquisition positions MMSI to provide more standardized and simplified post-procedure care solutions [1]. - Biolife's products, StatSeal and WoundSeal, are expected to address a $350 million global market opportunity [6]. Financial Guidance - MMSI has revised its full-year 2025 financial guidance to reflect the impact of the acquisition, projecting net revenues between $1.480 billion and $1.501 billion, an increase of 9.1-10.7% compared to 2024 [10]. - The Cardiovascular segment's net revenues are now expected to be between $1.407 billion and $1.426 billion, representing an increase of 8-10% over 2024 [11]. - Adjusted EPS for 2025 is projected to be in the range of $3.28-$3.41, reflecting a decrease of 5-1% compared to 2024 [12]. Market Performance - Following the acquisition announcement, MMSI's shares gained nearly 0.7% [3]. - The company has a market capitalization of $5.81 billion and a return on equity of 15.5%, outperforming the industry average of 14.3% [4]. Industry Prospects - The global hemostasis and tissue sealing agents market is projected to grow at a CAGR of 9% from 2025 to 2030, driven by increased surgery volumes and demand for critical care [13]. - The acquisition is expected to significantly boost MMSI's business in this growing market [14].

Core Insights - The article discusses Merit Medical's strategic acquisitions, particularly the recent $120 million acquisition of Biolife Delaware, aimed at enhancing its product offerings in post-operative care and creating a comprehensive solution from pre-operative diagnosis to post-operative management [2][4][6]. Group 1: Strategic Intent - Merit Medical's acquisition of Biolife is part of a broader strategy to build a complete product loop in the medical device sector, focusing on puncture site hemostasis and cost control [2]. - The company has completed three significant acquisitions in the past year, transitioning from a device-centric model to a solution-oriented approach that enhances treatment efficiency [2][6]. Group 2: Growth Projections - Merit Medical anticipates a revenue of $1.356 billion in 2024, reflecting a 7.9% year-over-year growth, with free cash flow expected to reach $186 million, an increase of over 67% [4]. - The company projects net sales for 2025 to be between $1.480 billion and $1.501 billion, indicating a growth rate of 9% to 11% [7]. Group 3: Product Integration and Market Impact - The integration of Biolife's hemostatic products and other recent acquisitions is expected to enhance Merit Medical's market penetration, particularly in high-growth regions like Asia-Pacific and Europe [2][8]. - The growth is driven by a shift from reliance on single-device revenue to a diversified growth structure based on systemic treatment solutions [8]. Group 4: Company Overview - Merit Medical Systems, founded in 1987 and headquartered in South Jordan, Utah, focuses on interventional treatment, post-operative care, and diagnostic devices, with a market capitalization of approximately $5.77 billion [14]. - The company has a global workforce of over 7,400 employees and reported revenues of $1.39 billion in the last 12 months, with a diverse product range covering various medical fields [14].

Core Viewpoint - Merit Medical Systems, Inc. has acquired Biolife Delaware, L.L.C. for approximately $120 million, enhancing its hemostatic solutions portfolio and positioning the company for growth in a $350 million global market opportunity [1][2][4]. Financial Summary - The acquisition is expected to contribute revenue of $10 to $11 million from May 20, 2025, to December 31, 2025, and is projected to generate approximately $18 million in annualized revenue starting in fiscal year 2026 [6][7]. - The acquired assets generated approximately $15 million in revenue for the twelve-month period ending December 31, 2024 [6]. - The acquisition is anticipated to be slightly dilutive to Merit's non-GAAP profitability in 2025 but accretive to non-GAAP gross margin and operating margin in 2025 and to non-GAAP net income and earnings per share in 2026 [8]. Updated Financial Guidance - Merit has updated its full-year 2025 financial guidance to reflect the impact of the Biolife acquisition, projecting net sales between $1.480 billion and $1.501 billion, representing a year-over-year growth of 9% to 11% [10]. - The cardiovascular segment is expected to generate net sales of $1.407 billion to $1.426 billion, while the endoscopy segment is projected to achieve net sales of $73 million to $75 million [10]. - Non-GAAP earnings per share are projected to be between $3.28 and $3.41, reflecting a slight decrease compared to prior guidance [10]. Product and Market Impact - Biolife's StatSeal and WoundSeal products are designed to improve hemostasis and are expected to complement Merit's existing product offerings across various clinical applications [3][4]. - The acquisition is aligned with Merit's strategy to provide comprehensive solutions to healthcare providers and enhance patient care [4][6].

Core Insights - Merit Medical Systems, Inc. announced the regulatory approval of the Wrapsody Cell-Impermeable Endoprosthesis (CIE) from Health Canada, enabling immediate commercialization in Canada [1] - The WRAPSODY CIE is designed to address vascular access stenosis in hemodialysis patients, a common complication that can lead to severe health risks [2][6] - The device features a unique tri-layer design that enhances its effectiveness compared to previous generation devices, aiming to improve patient outcomes [4][6] Product Development and Clinical Insights - The development of the WRAPSODY CIE was informed by an understanding of previous device failures, particularly the issue of tissue accumulation within the PTFE layer [3] - Key clinical insights from Dr. Bart Dolmatch contributed to the innovative design of the device, which includes features such as optimized radial force and high compression resistance [4] - Results from the WAVE trial indicated that the WRAPSODY CIE demonstrated significantly higher primary patency rates compared to percutaneous transluminal angioplasty (PTA) at both six and twelve months [5][7] Market Position and Future Outlook - The WRAPSODY CIE received premarket approval from the FDA in December 2024 and began commercialization in the U.S. in January 2025, with prior CE Mark approval for the European Union [6] - The device is expected to enhance the standard of care for hemodialysis patients in Canada, providing a valuable option for maintaining vascular access [6] - Merit Medical Systems, founded in 1987, continues to focus on developing high-quality medical devices for various therapeutic procedures, employing approximately 7,300 individuals globally [9]

Core Insights - The article compares Labcorp (LH) and Merit Medical (MMSI) to determine which stock offers better value for investors [1] Valuation Metrics - Labcorp has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Merit Medical has a Zacks Rank of 4 (Sell) [3] - Labcorp's forward P/E ratio is 15.44, significantly lower than Merit Medical's forward P/E of 28.18 [5] - Labcorp has a PEG ratio of 1.57, while Merit Medical's PEG ratio is 2.74, suggesting Labcorp is expected to grow earnings at a more favorable rate [5] - Labcorp's P/B ratio is 2.50 compared to Merit Medical's P/B of 3.96, indicating Labcorp is more favorably valued against its book value [6] - Based on these metrics, Labcorp earns a Value grade of A, while Merit Medical receives a Value grade of D [6] Earnings Outlook - Labcorp is noted for its improving earnings outlook, which enhances its attractiveness as a value investment [7]

Core Insights - The Merit WRAPSODY Cell-Impermeable Endoprosthesis (CIE) demonstrated a 60.2% target lesion primary patency (TLPP) at 12 months in the AVG cohort of the WAVE trial [1] - The WAVE trial's single-arm cohort included 112 patients, achieving a 6-month TLPP of 81.4%, exceeding the performance goal of 60% by 21.4 percentage points [2] - The safety performance goal was surpassed, with 95.4% of AVG patients free from adverse events compared to the goal of 89.0% [2] - Access circuit primary patency (ACPP) at 6 months was 69.2% and at 12 months was 36.2% [2] - Previous findings from the randomized arm of the WAVE trial indicated a TLPP of 70.1% and ACPP of 58.1% at 12 months [4] Company Overview - Merit Medical Systems, Inc. specializes in the development, manufacture, and distribution of proprietary disposable medical devices for interventional, diagnostic, and therapeutic procedures [6] - The company has a global presence, serving client hospitals with a sales force and clinical support team of over 800 individuals and employing approximately 7,300 people worldwide [6] - The WRAPSODY CIE is currently available in Brazil and the European Union, and it is approved for commercial distribution in the United States [5]