Análisis opcionales del producto
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Solventum Corporation's published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $14.7B | |
|---|---|---|
| Revenue (ttm) | 8.3B | |
| Net income (ttm) | 1.4B | |
| EPS (ttm) | $8.19 | |
| Shares out | 170.2M | |
| P/E (trailing) | 10.0x | |
| P/E (forward) | 13.1x | |
| Volume | 1,130,124 | |
| Beta | 0.70 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $8.17B | $8.13B | $8.20B | $8.25B | $8.33B | +0.5% |
| Gross profit | $4.92B | $4.70B | $4.69B | $4.59B | $4.45B | -2.5% |
| Operating income | $1.88B | $1.69B | $1.69B | $1.04B | $2.18B | +3.8% |
| Net income | $1.46B | $1.34B | $1.35B | $479.0M | $1.56B | +1.6% |
| EPS (diluted) | — | $7.78 | $7.79 | $2.76 | $8.88 | +4.5% |
| EBITDA | $2.48B | $2.27B | $2.23B | $1.53B | $2.55B | +0.7% |
| R&D | $766.0M | $767.0M | $758.0M | $775.0M | $739.0M | -0.9% |
| SG&A | $2.28B | $2.24B | $2.30B | $2.78B | $3.08B | +7.8% |
Recent company headlines from major financial publishers.
In the Base case (55% probability), Solventum executes against its post-spin operating schedule. Transitory Q3 2026 order reversals normalize into positive organic growth in Q4 (3% to 4%), yielding full-year FY2026 organic growth of 2.5% to 3.0%. Operating margins expand from 22.5% to 23.8% over five years, driving EPS to $8.21 by FY2030. Intrinsic fair value settles at $103.66.
In the Bull case (20% probability), successful North American ERP replenishment and rapid execution of the Health Information Systems separation unlock significant shareholder value,. Core MedSurg procedure growth accelerates above 4.0% as SKU rationalization concludes, and operating margins expand toward 24.5%. Cash proceeds from HIS de-lever the balance sheet and accelerate share repurchases, lifting fair value to $129.62.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 7.7% | $109 | $111 | $113 | $115 | $117 |
| 8.2% | $105 | $106 | $108 | $110 | $111 |
| 8.7% | $101 | $102 | $104 | $105 | $107 |
| 9.2% | $98.0 | $99.0 | $100 | $101 | $102 |
| 9.7% | $95.1 | $95.9 | $96.8 | $97.8 | $98.8 |
Upcoming earnings date and setup when available.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
