EW: What Makes Edwards Lifesciences a Hot Acquisition Target—And What’s It Really Worth

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Edwards Lifesciences’ Q2 2024 performance delivered mixed results, with revenue up 6.67% YoY to $1.63 billion, but missing expectations by $20.9 million. The company’s standout TMTT segment saw a 75% surge in sales, driven by strong adoption of the PASCAL and EVOQUE systems, positioning Edwards as a leader in the rapidly expanding mitral and tricuspid valve markets. However, the TAVR segment, representing $1.04 billion in sales, faced competitive pressures, growing just 6% and falling short of expectations. Despite challenges, adjusted EPS of $0.70 beat estimates, highlighting the company's resilience. Edwards remains a prime acquisition target, underpinned by its leadership in structural heart therapies and strategic expansion through key acquisitions like JenaValve and Endotronix. These moves position the company to capitalize on unmet needs in aortic regurgitation and heart failure, further bolstering its innovative portfolio. With ongoing pressures in its core TAVR business, Edwards’ ability to leverage clinical advancements, new product launches, and operational focus will be critical for long-term growth. Is Edwards Lifesciences positioned for further upside in the structural heart market? Will acquisitions accelerate its leadership even further?Being A Hot Acquisition Target—What’s It Really Worth? We delve into Major Drivers, Investment Thesis & followup to our Initiation of Coverage :Earnings Review F2Q24, Forecasts,DCF, Valuation, Peer Analysis, ESG & Risks

Table of Contents :
• Stock Rating & Target Price
• Investment Thesis
• Fundamental Models Used
• Company Description
• Corporate Timeline
• Key Metrics (KPI ) and Recently Reported Earnings Review
• Business Highlights, Strategic Announcements & Outlook
• Quarter-over-Quarter (Q-o-Q) and Year-over-Year (Y-o-Y) Growth Analysis
• Key Catalysts Driving Growth
• Historical Financial Statement Analysis & CAGR Trends
• Quarterly Key Financial Ratios and Performance Metrics
• Annual Financial Performance Analysis: Horizontal and Vertical Financial Analysis, Trends
• Financial Forecasts
• Annual Forecasts: Income Statement
• Annual Forecasts: Cash Flow Statements
• Net Debt Levels
• A Closer Look at DCF: Our Assumptions and Methodology
• Terminal Value Calculation
• Target Price Analysis
• Valuation Multiples
• Supplementary Valuation Analysis: Multiples Approach
• Scenario/Sensitivity Analysis – Base Case , Bull Case ,Bear Case
• Holistic Peer Review & Trading Comps: Financial Data, Operational Metrics, and Valuation Multiples
• Implied Price Per Share
• Ownership Activity/ Insider Trades
• Ownership Summary
• An analysis of ESG Risk Rating
• Key Professionals
• Key Board Members
• Key Risks Considerations
• Analyst Ratings
• Analyst Industry Views
• Disclosures

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