GLOBUS MEDICAL, INC.

GMED

CIK 0001237831 · Quarterly mode · latest period FY2025 (Q4) (ending 2025-12-31) · sourced from SEC EDGAR

At a glance · FY2025 (Q4)

Revenue
$826M
↑+25.7% +$169Mvs FY2024 (Q4)
Operating Income
$169M
↑+181.0% +$109Mvs FY2024 (Q4)
Net Income
$141M
↑+470.0% +$116Mvs FY2024 (Q4)
Gross Profit
$565M
↑+43.5% +$171Mvs FY2024 (Q4)

Quality Score

Quality score

6-dimension fundamental snapshot · latest annual filed values · S&P 500 calibration

Average
59/100
  • Profitability
    24ROIC 9.7% (10% = solid, 20%+ = moat)
  • Liquidity
    100Current Ratio 4.26 (above 1.5 = solid)
  • Leverage
    0Insufficient data
  • Efficiency
    27Asset Turnover 0.56x (1.0+ = capital-efficient)
  • Growth
    100Revenue YoY +25.7% (10% = solid, 25%+ = elite)
  • Margin Trend
    100Op Margin 20.5% · trend +9.7pts (4Q avg vs prior 4Q)

Calibrated to S&P 500 medians. Each sub-score is computed from a single CFA-grade ratio (Profitability = ROIC, Liquidity = Current Ratio, Leverage = D/E, Efficiency = Asset Turnover, Growth = Revenue YoY, Margin Trend = 4Q operating-margin avg vs prior 4Q). Overall = simple mean.

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project GMED's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

25%

Trailing 3-yr CAGR was 78.0%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$143.28
Total enterprise IV
$19.64B
Diluted shares
0.14B
Terminal PV
$15.25B (78% of total)
Year-5 FCF
$1.80B
YearProjected FCFDiscounted PV
+1$736M$669M
+2$920M$760M
+3$1.15B$864M
+4$1.44B$982M
+5$1.80B$1.12B
Terminal$24.56B$15.25B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Capital allocation · trailing 4 quarters

how the company spent its cash
Capex (TTM)
$165M
investment in PP&E
Stock buybacks (TTM)
$300M
share count reduction
Stock-based comp (TTM)
$50M
non-cash dilution

Balance sheet · 2025-12-31

latest filed snapshot
Total assets
$5.30B
everything owned
Total liabilities
$730M
everything owed
Stockholders' equity
$4.57B
shareholder claim

Recent performance · 61 quarters

Revenue↑+25.7% +$169M
$826M
Net Income↑+430.4% +$114M
$141M
Free Cash Flow↑+4.7% +$9M
$202M
Operating Margin↑+11.3pts
20.5%

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