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Medartis Holding AG (CH:MED)
:MED
Switzerland Market
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Medartis Holding AG (MED) AI Stock Analysis

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CH:MED

Medartis Holding AG

(MED)

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Neutral 62 (OpenAI - Gpt-5.6Sol)
Rating:62Neutral
Price Target:
CHF99.00
▲(14.85% Upside)
Action:Reiterated
Date:08/19/26
The score is primarily held back by uneven financial performance (weak/volatile profitability, higher leverage, and softer 2025 free cash flow) and an expensive valuation (P/E ~131). Offsetting these are strong technical momentum and a positive earnings update with raised 2026 growth guidance and improving margins, though near-term cash outflows from elevated CapEx remain a key watch item.
Positive Factors
Strong Revenue Growth and Market Share Gains
Sustained organic growth across major regions, combined with raised full-year guidance, indicates expanding procedure volumes and market share. Continued U.S. adoption and EMEA strength can support durable revenue momentum beyond the current reporting period.
Negative Factors
Materially Higher Leverage
The sharp increase in borrowings raises financial risk while profitability remains modest. Higher interest and repayment obligations could restrict flexibility, reduce resilience during execution setbacks and limit the company’s ability to fund growth internally.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth and Market Share Gains
Sustained organic growth across major regions, combined with raised full-year guidance, indicates expanding procedure volumes and market share. Continued U.S. adoption and EMEA strength can support durable revenue momentum beyond the current reporting period.
Read all positive factors

Medartis Holding AG (MED) vs. iShares MSCI Switzerland ETF (EWL)

Medartis Holding AG Business Overview & Revenue Model

Company Description
Medartis Holding AG is a global medical technology firm that develops, manufactures, and distributes implantable solutions. These advanced medical devices are utilized worldwide for the surgical stabilization of bone fractures in both the upper an...
How the Company Makes Money
Medartis makes money primarily by selling medical device products used in bone fixation procedures. Its core revenue stream is the sale of osteosynthesis implants (e.g., plates, screws and other fixation components) together with the dedicated sur...

Medartis Holding AG Earnings Call Summary

Earnings Call Date:Aug 18, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Mar 02, 2027
Earnings Call Sentiment Positive
The call conveyed a broadly positive outlook: material top-line acceleration (CHF 160.8m, +30.7%), stronger margins (core EBITDA margin 18%) and multiple successful product launches and capacity investments underpin a raised full-year revenue guidance to +17–19%. Key operational investments (plant expansions, Keri/NeoOrtho integration) are driving short-term cash outflows and created some one-off costs (tariff complexity, litigation posting, FX headwinds, distributor transitions), but management presented clear plans to localize production, scale TOUCH and convert pipeline initiatives. On balance the positives (robust growth, margin improvement, product momentum and strategic investments) outweigh the challenges, which are largely transitional or one-off in nature.
Positive Updates
Strong Top-Line Growth
Group revenue CHF 160.8m, up 30.7% in CHF terms; organic revenue growth 17% driven by the U.S. and share gains in EMEA.
Negative Updates
Currency Headwinds
Negative FX impact ~CHF 4m in H1 and a currency-related drag on margins (~70 bps negative on EBITDA margin on CHF basis); management expects similar currency impact in H2 at current rates.
Read all updates
Q2-2026 Updates
Negative
Strong Top-Line Growth
Group revenue CHF 160.8m, up 30.7% in CHF terms; organic revenue growth 17% driven by the U.S. and share gains in EMEA.
Read all positive updates
Company Guidance
Management raised 2026 full‑year core sales guidance to 17–19% growth and reiterated a core EBITDA margin in the “high teens” after a strong H1: group revenue CHF 160.8m (+30.7% y/y), organic growth 17%, H1 EBITDA margin 18% (core EBITDA CHF 28.8m) and core gross margin 81.5%; they lifted U.S. TOUCH units from 1,200 to 1,800 (≈700 performed in H1; ASP USD 6,500), which they say adds ~CHF 3m to full‑year revenue, and expect global TOUCH volume to rise from just over 40,000 last year to ~60,000 in 2026; operationally they plan ~70% of U.S. demand to be produced locally by year‑end (≈80% in 2027), see FY CapEx around CHF 35m (H1 CapEx ~CHF 18m), H1 free cash flow -CHF 10m (≈breakeven excluding ~CHF 10m extraordinary investment), ending cash CHF 26m, a normalized tax rate of ~12–12.5%, and recognized a CHF 4.4m tariff refund in H1.

Medartis Holding AG Financial Statement Overview

Summary
Solid revenue growth and positive operating cash flow support the profile, but profitability remains inconsistent (notably a sharp 2025 EBIT drop), leverage has risen materially (debt up to ~158M by 2025), and free cash flow weakened in 2025—raising execution and financial-risk concerns.
Income Statement
62
Positive
Balance Sheet
58
Neutral
Cash Flow
55
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue307.05M269.26M224.83M212.01M182.82M159.88M
Gross Profit237.89M204.33M178.68M167.57M135.39M121.57M
EBITDA33.86M45.72M30.18M24.69M15.64M26.10M
Net Income14.92M8.35M3.53M619.00K-5.78M6.84M
Balance Sheet
Total Assets610.05M559.92M459.96M349.53M327.89M298.18M
Cash, Cash Equivalents and Short-Term Investments25.81M32.97M138.69M25.20M20.60M82.64M
Total Debt207.26M157.72M121.23M27.39M27.96M24.07M
Total Liabilities328.18M284.05M190.31M94.58M90.11M74.18M
Stockholders Equity281.87M275.87M269.65M254.96M237.78M224.00M
Cash Flow
Free Cash Flow1.21M9.34M21.00M5.05M-22.72M10.57M
Operating Cash Flow29.48M34.82M28.17M19.96M-3.93M20.95M
Investing Cash Flow-158.14M-146.26M-19.06M-37.83M-52.91M-15.87M
Financing Cash Flow34.69M6.83M100.58M23.21M-3.90M-4.78M

Medartis Holding AG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price86.20
Price Trends
50DMA
86.65
Positive
100DMA
81.70
Positive
200DMA
83.70
Positive
Market Momentum
MACD
0.98
Negative
RSI
56.78
Neutral
STOCH
30.68
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CH:MED, the sentiment is Positive. The current price of 86.2 is below the 20-day moving average (MA) of 88.62, below the 50-day MA of 86.65, and above the 200-day MA of 83.70, indicating a bullish trend. The MACD of 0.98 indicates Negative momentum. The RSI at 56.78 is Neutral, neither overbought nor oversold. The STOCH value of 30.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CH:MED.

Medartis Holding AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
CHF5.26B24.5728.54%1.15%-2.39%154.37%
70
Outperform
CHF14.81B39.561.04%2.24%-5.84%
65
Neutral
CHF2.55B28.2221.69%0.84%13.93%28.92%
62
Neutral
CHF1.23B75.5829.92%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
53
Neutral
CHF367.65M3,528.001.22%-6.64%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CH:MED
Medartis Holding AG
90.70
-0.30
-0.33%
CH:STMN
Straumann Holding AG
92.18
-0.61
-0.65%
CH:MOVE
Medacta Group SA
127.20
-17.09
-11.84%
CH:YPSN
Ypsomed Holding AG
400.80
13.58
3.51%
CH:MEDX
medmix AG
8.82
-1.80
-16.96%
CH:LEPU
Lepu Medical Technology (Beijing) Co., Ltd. Sponsored Global Depositary Receipt Repr Sh -A- Reg S
18.00
0.11
0.64%

Medartis Holding AG Corporate Events

Medartis lifts outlook as H1 growth accelerates on U.S. and EMEA demand
Aug 18, 2026
Medartis posted first-half 2026 net sales of CHF 160.8 million, up 30.7%, with core organic growth of 17% driven mainly by strong momentum in the U.S. and EMEA and contributions from recent acquisitions. The company lifted its gross, EBITDA and ne...
Medartis to Present Half-Year 2026 Results in August Webcast
Jul 20, 2026
Medartis Holding AG has scheduled a webcast presentation of its half-year 2026 financial results for Tuesday, 18 August 2026, with CEO Matthias Schupp and CFO Peter Hackel presenting in English via Microsoft Teams. The company will publish a press...
Medartis Wins Swiss Medtech Award 2026, Bolstering Innovation Credentials
Jun 10, 2026
Basel-based Medartis Holding AG, a global medical technology company specializing in high-precision titanium implants for cranial and extremity surgery, has won the Swiss Medtech Award 2026. The annual industry prize, worth CHF 50,000 and judged b...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 19, 2026