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Morgan Joseph Initiates Coverage on Medtronic (MDT) with a Hold

November 18, 2009 8:04 AM EST
MDT Hot Sheet
Rating Summary:
    8 Buy, 17 Hold, 2 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 16 | Down: 7 | New: 23
Morgan Joseph initiates coverage on Medtronic, Inc. (NYSE: MDT) with a Hold rating.

Morgan analyst says, "Shares of MDT have traded between 12x-14x on a TTM basis over the past year, which is a discount to the current comp group range of 14x-16x because of the company's relatively low EPS growth rate, in our opinion. The shares could see some multiple expansion as the company gets closer to the FY2011 product launches and the concomitant acceleration in earnings. In the meantime, we think shares of Medtronic will continue to trade at a lower P/E relative to the comp group and thus carry a Hold rating...Income statement leverage possible. Operating expense management is a key focus at Medtronic, as the company seeks to reduce SG&A and improve manufacturing efficiency, for total operating expense savings of 200-300bps. Those savings, combined with share buybacks and tax strategies, are expected to produce EPS growth of approximately 10% on revenue growth of 5-8%."

To see all the upgrades/downgrades on shares of MDT, visit our Analyst Ratings page.

Medtronic, Inc. develops, manufactures, and sells device-based medical therapies worldwide.

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