Straumann Holding AG

Straumann is engaged in tooth replacement solutions that include dental implants, prosthetics and regenerative products. Co. develops, manufactures and supplies dental implants, instruments, computer-aided design/computer-aided manufacturing prosthetics and tissue regeneration products for use in tooth replacement and restoration solutions or to prevent tooth loss. Co. provides a range of services to dental practitioners, clinics and laboratories. Through a collaboration with its academic partner the International Team for Implantology ( ITI), Co. supports research and offers training and education to dental professionals worldwide.
  • TickerSTMN
  • ISINCH0012280076
  • ExchangeSix Swiss Exchange
  • SectorHealth Care Equipment & Services
  • CountrySwitzerland

Analysts

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Michael Waterhouse

Straumann's regional expansion should provide momentum, but margins face long-term degradation.

Straumann has made a name for itself as a global leader in the dental implant industry, consistently gaining market share from competitors through product launches, strategic acquisitions, and operational expansion. The implant market, which provides patients with a cost-effective option for single-tooth replacement, remains one of the more attractive segments of the dental industry, in our view. This market typically grows slightly faster than global GDP, thanks to increasing oral health awaren...

Michael Waterhouse

Straumann's regional expansion should provide momentum, but margins face long-term degradation.

We do not anticipate major changes to our fair value estimate after we update our assumptions for Straumann, and we are reiterating our narrow-moat rating. Fourth-quarter revenue grew to approximately CHF 311 million, up by roughly 28% versus the year-ago period, compared with our CHF 290 million forecast. The strong performance prompted a dividend increase to CHF 4.75 per share, up from CHF 4.25. Furthermore, our previous 2018 revenue forecast of approximately 1.3 billion CHF is not too far awa...

Michael Waterhouse

Straumann's First-Quarter Results Remained in Line With Our Expectations; Shares Still Overvalued

Straumann's first-quarter results largely tracked our expectations. We do not anticipate major changes to our fair value estimate, and we are leaving our narrow-moat rating unchanged. Management reiterated its full-year 2018 outlook, which includes double-digit organic revenue growth along with underlying EBITDA margin improvement. We continue to believe the company can meet this guidance through increased premium and value implant penetration in new and existing regions, along with clear aligne...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

The U.S. has continued to separate itself from broad emerging market and developed international indexes. Thankfully, one positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective despite relative strength weakness vs. MSCI ACWI... see charts below. In today's report we scour the globe for attractive investments in an environment where selectivity is key. • Emerging markets. There is still not much to like about broad EM as the MSCI Emerging Markets index has remained weak following price and relative strength breakdowns. Remain underweight broad EM and be...

Michael Waterhouse

Straumann's regional expansion should provide momentum, but margins face long-term degradation.

Straumann has made a name for itself as a global leader in the dental implant industry, consistently gaining market share from competitors through product launches, strategic acquisitions, and operational expansion. The implant market, which provides patients with a cost-effective option for single-tooth replacement, remains one of the more attractive segments of the dental industry, in our view. This market typically grows slightly faster than global GDP, thanks to increasing oral health awaren...

Michael Waterhouse

Straumann's regional expansion should provide momentum, but margins face long-term degradation.

We do not anticipate major changes to our fair value estimate after we update our assumptions for Straumann, and we are reiterating our narrow-moat rating. Fourth-quarter revenue grew to approximately CHF 311 million, up by roughly 28% versus the year-ago period, compared with our CHF 290 million forecast. The strong performance prompted a dividend increase to CHF 4.75 per share, up from CHF 4.25. Furthermore, our previous 2018 revenue forecast of approximately 1.3 billion CHF is not too far awa...

Michael Waterhouse

Straumann's First-Quarter Results Remained in Line With Our Expectations; Shares Still Overvalued

Straumann's first-quarter results largely tracked our expectations. We do not anticipate major changes to our fair value estimate, and we are leaving our narrow-moat rating unchanged. Management reiterated its full-year 2018 outlook, which includes double-digit organic revenue growth along with underlying EBITDA margin improvement. We continue to believe the company can meet this guidance through increased premium and value implant penetration in new and existing regions, along with clear aligne...

Michael Waterhouse

Straumann's 2Q Performance Tracks Our Expectations Amid Double-Digit Organic Growth

Narrow-moat Straumann's second-quarter performance provided no major surprises to us. The company's slight increase in 2018 revenue expectations to midteens percentage growth (up from low-teens) still encompasses our 16% forecast, but we may revisit our long-term growth assumptions given the company's recent momentum, which may lead to a slight increase to our fair value estimate. The upgraded outlook comes amid another quarter of double-digit organic revenue growth across all regions compared w...

Michael Waterhouse

Morningstar | Straumann's 2Q Performance Tracks Our Expectations Amid Double-Digit Organic Growth

Narrow-moat Straumann's second-quarter performance provided no major surprises to us. The company's slight increase in 2018 revenue expectations to midteens percentage growth (up from low-teens) still encompasses our 16% forecast, but we may revisit our long-term growth assumptions given the company's recent momentum, which may lead to a slight increase to our fair value estimate. The upgraded outlook comes amid another quarter of double-digit organic revenue growth across all regions compared with last year, with strong performance across its premium and non-premium implant segments. While w...

1 director sold

A director at Straumann Holding Ag sold 50 shares at 820.880CHF and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of bo...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

STRAUMANN HOLDING AG sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of STRAUMANN HOLDING AG (CH), active in the Medical Equipment industry. As regards its fundamental valuation, the title now shows 2 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date April 30, 2019, the closing price was CHF 822.60 and its target price was estimated at CHF 708.45.

Straumann Holding – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

The U.S. has continued to separate itself from broad emerging market and developed international indexes. Thankfully, one positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective despite relative strength weakness vs. MSCI ACWI... see charts below. In today's report we scour the globe for attractive investments in an environment where selectivity is key. • Emerging markets. There is still not much to like about broad EM as the MSCI Emerging Markets index has remained weak following price and relative strength breakdowns. Remain underweight broad EM and be...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Health Care outperforming globally -- overweight; India breaking out -- add exposure With the primary global ex-U.S. indexes MSCI EAFE, MSCI EM, and MSCI ACWI ex-U.S. continuing their sideways to downward consolidation from a price perspective, the importance of Sector, Group, and stock selection is critical. • Sector and Group Opportunities. Today we put the spotlight on the Health Care Sector, which is assuming a global leadership role as it separates itself from the other international Sectors. We also focus on the Communications Sector as it has seen steady relative strength ranking (RSR...

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