- Zimmer Biomet presents as a compelling investment case particularly with a contrarian flavour to one's thinking.
- Fundamentally, the company is set to realise tailwinds from strengths in knee and hip surgical markets.
- The sell-side is unfairly discounting ZBH shares, failing to recognise the economics of its robotics segment.
- This is backed by valuations that trade at a net 49% discount to the orthopaedics basket.
- Here, we present all of the moving parts in the investment debate for the benefit of investors' own reasoning.
For further details see:
Zimmer Biomet: Key Inflection Points For Consideration