2D·

Medpace is back on course for growth

$MEDP (+2,24%)

Sales: 660M vs 641M expected 🟢

Net Income: 111M vs 100M expected 🟢

Book To Bill: 1.2 vs 1.03 prior 🚀


Outlook FY 2025 (raised)


Sales: 2510M vs 2465M expected 🟢

Net income: 435M vs 413M expected 🟢


A turnaround seems to have been achieved here within 2 quarters.

Book-to-bill was previously at 0.9. Almost 800M in orders were booked this quarter, significantly more than half a year ago with high momentum

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6 Comentários

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Why do I only have 6 donkeys?
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@Soprano I wish I had 6 xD
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@Soprano I have 15 and that makes me very happy 🙌🏼 but crazy. Medpace has now become my biggest position (after BTC) 😅 doesn't feel right being bigger than my anchors. But their success proves them right. Letting winners run will probably not be wrong 🤷🏼‍♂️
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@Kytez In principle, yes, but risk management is important. If they get too big, it makes sense to sell parts
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@Soprano 6 is better than 0! So congratulations! :)

I found a very lucky entry at the beginning of the year and have 12 in my portfolio. Buy & Hold
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@Soprano I always ask myself the same question😅😂
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