- Edwards Lifesciences is a quality name that sits at the tip of the spear in cardiovascular value procedure offerings.
- The company has remained resilient in the face of the pandemic, and is well positioned to benefit from the rebound in procedure deferrals.
- ROIC has consistently beaten the hurdle over the last 10 years and remains a meaningful driver to valuations and multiples expansion.
- We feel shares therefore command a premium, and are fairly valued given the market's pricing of the growth vision.
- Here we cover all of the necessary parts in the investment debate for the benefit of investors in their own reasoning.
For further details see:
Edwards Lifesciences: TAVR, Mitral And Tricuspid Segments Are Each Meaningful Compounders