$SRTS (-2,82%)

On Friday, Lake Street Capital Markets initiated coverage of Sensus Healthcare (NASDAQ:SRTS), a medical device company specializing in non-invasive treatments for non-melanoma skin cancer (NMSC) and other skin conditions. The analysts gave Sensus Healthcare shares a "buy" rating with a price target of USD 18.00. With a market capitalization of $126 million and an impressive gross margin of 61%, Sensus has demonstrated a robust financial performance and delivered a remarkable 111% return on investment last year.

The Lake Street analyst emphasized the renaissance of superficial radiation therapy (SRT), pointing to its widespread use in dermatology practices in the 1970s. Despite the proven safety and efficacy of SRT, regulatory changes and shifts in reimbursement policies led to a decline in its use until Sensus introduced a modern SRT solution in 2010. Since then, Sensus has successfully installed over 750 units of their SRT-100 product line. The InvestingPro analysis shows that the company holds more cash than debt and has strong liquidity, with current assets significantly exceeding current liabilities.

The Centers for Medicare & Medicaid Services (CMS) increased reimbursement for SRT by 66% in 2021, which contrasts with the continued reduction in reimbursement for microscopic Mohs surgery (MMS), which is considered the "gold standard" for surgical treatment of NMSC. The analyst highlighted the benefits of SRT, including its non-invasive nature, the absence of surgical scars and the ability for patients to continue their daily lives during treatment. These advantages are not offered by MMS and other surgical options that currently dominate the market.

Sensus Healthcare currently operates without direct competition in the SRT market, and the analyst indicated that no competitors are likely to emerge in the near future. The firm's positive view on Sensus Healthcare reflects its belief in the company's growth potential and market dominance due to its unique product offering and favorable changes in the reimbursement landscape.

In other recent news, Sensus Healthcare recorded a notable increase in its financial performance. In the third quarter of 2024, the company generated revenues of USD 8.8 million, an increase of 127% year-on-year. This increase is largely due to the successful delivery of 27 SRT systems, including one system to an international customer. The company also reported a net profit of $1.2 million, a significant improvement on the forecast loss.

H.C. Wainwright responded to these developments by raising its price target on Sensus Healthcare to $11.00 and maintaining its "Buy" rating on the stock. In addition, Sensus Healthcare has expanded its fair deal agreements, most notably by entering into a significant agreement with a large network of dermatology clinics in the United States.

The company's CEO, Joseph Sardano, expressed optimism about the company's development, citing the strength of its technology and software. Sensus Healthcare is also focused on expanding its market reach, particularly in the treatment of non-melanoma skin cancer and in international markets. These are some of the recent developments for the company, which maintains a healthy cash position with $22.6 million in reserves and no debt.

https://de.investing.com/news/analyst-ratings/lake-street-setzt-sensus-healthcareaktie-auf-kaufen-mit-kursziel-von-18-usdollar-93CH-2858533

Hello my dears,

I wish you all a happy and successful New Year.

Looking back, I have picked out the TOP stocks from the NASDAQ Composite.

The question arises as to whether any of you have had these companies in your portfolio or on your radar.

I often see here that the focus is mostly on companies from the S&P. Which I also think makes sense.

Just like Buffet "Only buy what you understand" BURGGRABEN

Risk arises when you don't know what you're doing.

However, if we pursue a core-satellite strategy, we should also take a look at these companies as small satellite positions.

What strikes me immediately about the top nine is that none of these companies generates a P/E ratio.

Personally, I always find it a little difficult to invest here, unless a profit is to be expected.

We also often look at the market capitalization, which is not very high for some of these companies.

Furthermore, some companies are followed by no or only a few analysts. There are then no estimates, which often makes analysis difficult.

In the case of biotech companies, we are often not involved in the topic at all.

As small investors, we are naturally at a disadvantage here in all respects.

We should therefore concentrate on the companies that we can assess.

I have also noticed that some companies can even have a very low P/E ratio.

Such as FreightCar America $RAIL (-6,42%) with a P/E ratio of 12.59 which falls to 10.88.

A quick glance shows me that the company has become profitable again. Which is perhaps responsible for the price increase. A detailed analysis might be worthwhile here. @BamBamInvest ?

The situation is similar at Citius Pharmceuticals $CTXR (+8,31%) is making its first profits and the P/E ratio is even falling to 0.22. According to Eulerpool, I could see that they want to generate a profit of 50mn in 2026, which will be increased to 189mn next year. The EbiT margin will then be 50% in 2026 and will continue to increase. (Maybe put it on the watch. ( ATTENTION PENNYSTOCK highly speculative)

At Kingstone Companies $KINS the chart looks like a flagpole. Nevertheless, the P/E ratio of 10.04 is not too expensive for an insurance company that has just become profitable.

Sensus Healtcare $SRTS (-2,82%) has a P/E ratio of 12.58, which falls to 8.15 due to further growth. The company has just returned to the 200-day line, perhaps a good time to enter the market.

Home - Sensus Healthcare

I think this is a small selection of companies which, despite a remarkable performance in 2024, still have an acceptable P/E ratio.

It might be worth analyzing other companies from the overview in more detail.

I myself was briefly invested in Willis Lease $WLFC (+0%) until I was thwarted by a stop loss. Volatility is to be expected with low market capitalization.

I am still invested in $APP (-6,81%) AppLovin and $INOD (+3,73%) Inodata.

As I have seen, some are still invested in $HOOD (-7,16%) invested.

I would be interested to know if you are invested in companies from the overview and what do you think about investing in rather small, often unknown companies from the NASDAQ Composite. Do you see too much risk here, or rather potential to push the portfolio?

Please do not regard this as an investment recommendation. Rather, let's discuss it. I look forward to your comments.