← Top Holdings

MMSIMERIT MED SYS INC

CUSIP: 589889104

2

Guru Owners

$49.6M

Total Value Held

719,588

Total Shares

$49.2M
0.57%
$380K
0.00%

📊 Fundamentals

Market Cap$4.3B
P/E Ratio31.1x
Above market avg
Forward P/E16.4x
P/FCF24.2x
EPS (TTM)$2.32
Revenue (TTM)$1.5B
Profit Margin9.03%
Beta0.51

52-Week Range

$59.74
$96.74

Current: $72.14

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 31.1x trailing earnings → 16.4x forward · 9.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$33.7M$67.4M$101.1M$134.8MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $49.6M
INCREASEDLee Ainslie$49.2M
NEWRay Dalio$380K
Q4 '251 owners · $42.9M
INCREASEDLee Ainslie$42.9M
Q3 '251 owners · $134.0M
INCREASEDLee Ainslie$134.0M
Q2 '251 owners · $128.9M
INCREASEDLee Ainslie$128.9M
SOLDRay Dalio
Q1 '252 owners · $134.8M
NEWLee Ainslie$134.5M
REDUCEDRay Dalio$258K
Q4 '241 owners · $642K
REDUCEDRay Dalio$642K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 6.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.6%current: 11.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MMSI: Held by 2 superinvestors · 1 congress member trade

BUYLisa McClainR
$1,001 - $15,0002025-07-22