HAE Stock Analysis — Haemonetics Corporation
Sector: Healthcare
AI Verdict
Haemonetics trades at 14.8x next year's earnings with massive growth expectations, so it's cheap for the growth you're getting if the moat around its blood management business holds up.
Competitive Moat
Haemonetics specializes in blood management solutions for hospitals and blood centers, with a portfolio of proprietary devices and consumables that create high switching costs for customers. Their installed base and long-term contracts provide recurring revenue and make it difficult for competitors to displace them.
Summary
A 148.7% jump in forward EPS expectations has slashed the forward P/E to 14.8x, putting Haemonetics on value investors' radar.
Where It Stands
Haemonetics trades at 14.8x next year's earnings, well below the healthcare sector median of 22x, while analysts expect 148.7% EPS growth.
Key Metrics
- Trailing P/E: 36.8x
- Forward P/E: 14.8x
- PEG Ratio: 0.25
- Earnings Growth: +1.5%
- Revenue Growth: -0.0%
- 52-Week High: $87.32
- 52-Week Low: $47.32
Analyst Consensus
11 Buy · 4 Hold · 0 Sell (15 analysts)
Bull Case
The 148.7% forward EPS growth expectation means you're paying a low price for a huge earnings rebound, as shown by the 0.25 PEG ratio.
Bear Case
If the forward P/E reverts to the sector median of 22x without the expected EPS surge materializing, the stock could see a sharp de-rating.
Catalyst to Watch
Watch for quarterly earnings — any sign that the 148.7% EPS growth is off track could unwind the low forward multiple quickly.