Fair Value Distribution — percentile bands
22.9% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
12.0%/yr
±4.2% · revenue growth to justify current price
FCF-Based Reverse DCF
6.0%/yr
±2.9% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
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Strong Q2 with 11% revenue growth, 320 bps gross margin expansion to 61.8%, and improving litigation profile. Secular tailwinds in home-based respiratory care intact. Patent risk abating (NYU dismisse...