Earnings ValuationEven with the company hitting the high-end of its margin target by '26, the stock still trades at a substantial multiple, indicating that future earnings improvements may not lead to stock gains.
Financial PerformanceB Medical revenue declined significantly year-over-year due to the timing of orders in the vaccine cold chain, raising concerns about revenue consistency.
Stock ValuationValuation already discounts a lot of the future margin expansion, implying limited upside potential for the stock price.