Is Boston Scientific Overvalued Or A Good Buy?
πππBoston Scientific $Boston Scientific(BSX)$ made the list in Morgan Stanley's Vintage Value List for 2025 and 2026. This list is built through a vigorous blend of fundamental and quantitative analysis.
Why Boston Scientific Made The Cut
Morgan Stanley's analysts selected Boston Scientific for several key reasons :
Industry Leadership in Medical Technology: Boston Scientific is a global leader in minimally invasive medical devices, spanning cardiovascular, urology and neuromodulation.
Resilient Growth Profile: Despite macro headwinds, the company has delivers steady revenue growth, driven by product launches and geographic expansion.
Valuation Skew : One of the Vintage Value list's core criteria is the Bull Bear skew - how much more upside the stock has compared to its downside risk. Boston Scientific scores well here, with analysts seeing a favourable risk reward set up over the next 12 months.
Repeat Appearance: This isn't Boston Scientific's first time on the list. Its consistent performance and durable fundamentals have earned it repeat recognition, signaling long term institutional conviction.
Boston Scientific Q3 25 Results Highlights :
Revenue : USD 5.07 billion, up 20.3% YoY, beating analyst estimates of USD 4.97 billion.
Adjusted EPS: USD 0.75, exceeding consensus of USD 0.71.
GAAP Net Income : USD 755 million, up from USD 469 million a year ago
Organic Revenue Growth : 15.3% driven by strong performance in cardiovascular and electrophysiology segments.
CEO Mike Mahoney credited the results to broad based growth and the winning spirit of the global team. The Watchman device and electrophysiology products were standout performers.
Analysts Expectations and Guidance :
Full Year EPS Guidance Raised : Now projected at USD 3.02 to USD 3.04, up from previous estimates of USD 2.98.
Forward EPS Growth : Analysts expect earnings to grow 13.33% next year from USD 2.85 to USD 3.23 per share.
Profit Margins : Expected to rise from 13.5% to 18.7% over the next 3 years.
Revenue Growth Forecast : 9.6% annually, above market average.
Consensus Rating : Strong Buy with multiple firms raising their target price to USD 132.
Share Price Performance : Steady and Strong
Current Price : USD 100.30
YTD return : Up 12.2%
1 Year return : Up 19%
5 years return : Up 192%.
Concluding Thoughts
Boston Scientific falls under the Healthcare sector. It is widely considered a durable stock due to its consistent earnings growth, strong market position and resilient demand across economic cycles. This positioning gives Boston Scientific exposure to long term secular trends like aging populations, chronic disease management and minimally invasive procedures. Operating in over 130 countries, Boston Scientific is diversified across geographies and healthcare systems.
Is Boston Scientific Overvalued Or A Good Buy?
I believe that Boston Scientific is not overvalued as it has a wide moat and ticks all the core fundamentals of a quality stock. With a market cap of USD 148.62 billion, Boston Scientific is among the top tier med tech companies in the world.
Healthcare is a critical sector, not just economically but emotionally. It is where innovation meets necessity and where resilience becomes a legacy. Boston Scientific $Boston Scientific(BSX)$ stands at the heart of that intersection.
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Yea waiting and watching