Do any of you know Medley? Probably not, so I would like to introduce this company to you today! $4480 (-0,84 %)
Medley is a Japanese company that is active in the digitalization of healthcare and recruitment in the medical sector. With a market capitalization of around € 800 million and an expected turnover of around € 188 million this year, it is one of the smaller companies. However, the future prospects are more than positive!
-Medley offers numerous digital platforms for hospitals and pharmacies, for example
-They also operate a recruitment platform for doctors and nurses
They have also recently become active in the field of telemedicine and have launched a health consultation platform for women (significant share price gains at better-known companies such as Hims & Hers show the potential in the field of telemedicine)
-Business is mainly in Japan, although the company is expanding rapidly and entering new markets in Southeast Asia. Medley is also already established in the USA with its recruitment platform
-The ageing population and the shortage of personnel in the healthcare system represent a major growth potential for Medley
-Medley is profitable and has around € 117 million in cash compared to € 80 million in debt, so they have solid finances
-34% of the shares are held by insiders (founders), 31% by institutional investors. This demonstrates a strong position of the founders and makes the company more flexible to the short-term wishes of investors
-Analysts expect sales to increase by around 150% over the next five years to around € 450 million and profits by over 300% to around
60 million. This would correspond to a P/E ratio of around 13.5 with regard to the current share price. There is much to suggest that the business will continue to develop positively in over 5 years' time.
Conclusion: Due to the promising area in which Medley operates, I am convinced of its growth potential. Global trends and overseas expansion will continue to drive growth. As the company is profitable and not very highly valued for the next few years, I do not consider the investment to be very risky despite the growth potential. I hope I have succeeded in giving you an understanding of this rather unknown company! :)
