You're browsing as a guest. Sign in to unlock all features.
TCMD
Tactile Systems Technology, Inc.·Medical Devices·United States
Tactile Systems Technology, Inc., a medical technology company, develops and provides medical devices to treat underserved chronic diseases in the United States. It offers Flexitouch Plus system, a pn...
1 Total1 External0 In-site
TCMDTactile Systems Technology, Inc.
2026-02-19🏥 HealthcarePitch
Externalby DeepValue Capital · Substack
DeepValue Capital on Tactile Systems Technology, Inc. (TCMD)
主要经营地
Minneapolis, Minnesota（美国）
详细的生意模式
淋巴水肿等慢病治疗设备；医保报销驱动销售
护城河
报销路径+临床证据；专业销售网络
估值水平
FCF/EV=5.2%；EV/EBITDA=17.1x；P/E=40.3x
EV/Market Cap
0.91x
网络观点
🟡 支付政策变化影响增长节奏；长期需求稳定但短期不确定
AI的观点
✅较稳健医疗现金流，但需盯政策风险
✅核对：报销变化、处方增长、竞争疗效、复购与服务收入
⚠️政策收紧导致增长放缓会触发估值下修
作者简介
专业❌否；顶级❌否；13F❌否；回报13.3% (14 trades)；@KylerJohnson411