TransMedics: Wide Moat Player At A Lower Valuation Than Peers

sturti Investment Thesis TransMedics (NASDAQ:TMDX) is a company that is revolutionizing the way organs are transported for transplants. This is a statement that puts a lot of weight on the company, but so far, it has proven to be true and sales continue to grow +100% YoY with net margins of 10 to 12%. Despite strong competitive advantages, TMDX is trading at less than 11 times EV/Sales, while recently acquired companies and some competitors are trading at more than 17 times, making it a buying opportunity. ...