Coloplast AS - ADR

Coloplast AS - ADR

CLPBY

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Market Cap$13.5B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Coloplast AS - ADRColoplast AS - ADR416.01%10%0.71.9

Earnings Call Q1 2026

February 6, 2026 - AI Summary

Q1 Performance and Guidance: Coloplast reported 6% organic revenue growth in Q1 2025-2026, with an EBIT growth of 3% in constant currencies. The company maintains its full-year organic growth guidance of approximately 7%, but has reduced expectations for Kerecis growth to 10% due to market uncertainties following Medicare reimbursement changes, while increasing outlook for Interventional Urology to high single digits due to a strong start.
Kerecis Challenges: Kerecis faced a challenging quarter, delivering only 10% organic growth with an EBIT margin of just 1%, primarily due to significant sales disruptions from new Medicare reimbursement policies in the outpatient setting. This has led to decreased confidence and order placement among customers, resulting in negative growth in this segment.
Inpatient vs Outpatient Dynamics: While Kerecis is expected to see long-term benefits from fewer competitors in the outpatient segment, currently, they are faced with hesitancy from healthcare providers to make larger orders. The inpatient segment’s performance remains strong, backed by clinical efficacy, with double-digit growth anticipated, suggesting a potential offset to the outpatient decline.

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$4.29

Current Fair Value

28.4% downside

Overvalued by 28.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$13.50 Billion
Enterprise Value$36.68 Billion
Dividend Yield$0.36 (6.01%)
Earnings per Share$1.52
Beta0.52
Outstanding Shares2,253,667,960

Return

Return on Equity10.42%ROE
Return on Assets2.87%
Return on Invested Capital14.47%

Valuation & Multiples

P/E Ratio40.97P/E Ratio
PEG-19.68PEG
Price to Sales0.67Price to Sales
Price to Book Ratio1.2Price to Book Ratio
Enterprise Value to Revenue1.65
Enterprise Value to EBIT6.23
Enterprise Value to Net Income27
Total Debt to Enterprise0.66
Debt to Equity1.89Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 12, 2026
EPS Estimate
$0.09
Average shareholder expectation
Revenue Estimate
$1.11 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 18, 2026
EPS Estimate
$0.10
Average shareholder expectation
Revenue Estimate
$1.14 B
Average shareholder expectation

Institutional Sentiment (Put/Call)

No data available for the latest quarter.

Institutional Ownership

No data available for the latest quarter.

ESG Score

No data

About Coloplast AS

CEO: Kristian Villumsen

Relevant Senate Committees

Finance

This committee controls taxation, trade, and entitlement spending (e.g., Medicare/Medicaid). Its decisions on corporate tax policy directly impact profitability, and its influence on Medicare/Medicaid reimbursement rates significantly affects revenue streams for medical device manufacturers.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise funding for healthcare programs, agencies (like VA, DoD, NIH), and research, directly influencing the demand and procurement of medical devices.

Health, Education, Labor, and Pensions

This committee directly regulates the FDA, which is the primary approval and oversight body for medical devices. Its decisions on product approvals, safety standards, and labeling directly impact market access and R&D. Labor laws also affect manufacturing costs.

Judiciary

This committee's oversight of intellectual property and antitrust laws is critical for a medical device manufacturer. Patent protection is vital for new products, and antitrust reviews can impact mergers or market practices.

Veterans' Affairs

The Department of Veterans Affairs (VA) is a significant purchaser of medical devices. This committee's funding decisions directly impact government healthcare contractors and medical device manufacturers serving veterans.