Supply Chains to Admire 2025 - v1.0

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SUPPLY CHAINS TO ADMIRE | 2025

Medical Device

For 2025, Intuitive Surgical places in the Winner's Circle for the seventh time. With high margins, the Medical Device industry shows marked improvement post-COVID. Compared to 2015, margins fell 2% with a slight decline in inventory.

Table 25. Medical Device Sector Evaluation for the Period of 2015-2024

INDUSTRY:Medical Device

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

MARKET CAPITALIZIATION PER EMPLOYEE

PRICE TO BOOK

RETURN ON CAPITAL EMPLOYED

GROWTH (Year Over Year Revenue)

SUPPLY CHAIN FUNDAMENTAL SCORE

INVENTORY TURNS

OPERATING MARGIN

SUPPLY CHAIN INDEX

2024 REVENUE

NAME

2015 - 2024

Ansell Ltd

$ 1,619

3

22

0.8%

2.51

10.1%

9.8%

1.91 180,774

Becton Dickinson and Co

$ 20,178

5

9

9.8%

3.38

13.4%

4.9%

3.29 878,496

Bio-Rad Laboratories Inc

$ 2,567

2

20

1.9%

1.79

11.2%

8.8%

1.72 1,314,808

Boston Scientific

$ 16,747

5

3

8.8%

2.24

15.2%

5.3%

4.44 1,508,115

Bruker Corp

$ 3,366

4

21

6.8%

1.78

14.3%

14.6%

7.61 966,004

Charles River Laboratories International Inc

$ 4,050

3

12

12.3%

9.88

14.7%

10.8%

4.71 519,490

Coloplast

$ 3,930

4

23

5.8%

2.73

31.0%

52.0%

23.97 1,873,604

ConvaTec Group PLC

$ 2,289

4

18

2.9%

2.00

11.6%

5.9%

2.67 429,720

Dentsply

$ 3,793

3

25

3.8%

3.25

10.5%

-3.0%

2.22 664,126

Edwards Lifesciences

$ 5,440

4

12

9.4%

1.47

29.1%

20.2%

8.87 2,812,273

Hologic Inc

$ 4,030

5

4

6.0%

3.87

21.8%

12.9%

4.62 2,267,158

Intuitive Surgical Inc

$ 8,352

4

8

14.9%

2.97

29.7%

16.3%

8.36 9,471,328

Koninklijke Philips NV

$ 19,505

5

10

-2.9%

3.15

5.0%

4.0%

2.17 372,907

Medtronic

$ 32,364

3

16

7.4%

2.32

19.4%

6.9%

2.37 1,349,933

Mettler-Toledo International Inc

$ 3,872

5

5

4.7%

4.37

25.1%

41.6%

45.88 1,310,553

MicroPort Scientific Corp

$ 951

3

26

12.4%

0.97

-14.5% -2.8%

3.41 434,599

ResMed Inc

$ 4,685

5

1

11.7%

2.88

25.9%

20.9%

7.81 2,808,202

Revvity Inc

$ 2,755

3

14

4.2%

0.00

17.7%

7.3%

2.98 1,025,791

Smith and Nephew

$ 5,810

4

14

2.5%

0.85

15.0%

9.8%

3.13 865,210

Stryker

$ 22,595

6

17

9.0%

1.73

18.8%

12.5%

5.80 1,893,115

Teleflex Inc

$ 3,047

4

24

5.3%

2.45

18.3%

7.4%

3.87 843,230

Terumo Corp

$ 6,388

3

19

3.3%

2.02

16.2%

10.4%

4.40 907,483

The Cooper Companies Inc

$ 3,895

5

7

8.8%

1.74

16.5%

7.2%

3.18 1,109,073

Thermo Fisher Scientific Inc

$ 42,879

5

1

10.2%

4.43

18.0%

9.4%

4.12 1,561,000

Waters Corp

$ 2,958

3

11

4.2%

3.08

29.0%

25.1%

36.92 2,208,907

Zimmer Biomet Holdings

$ 7,679

4

6

6.0%

0.94

16.5%

3.5%

2.11 1,310,401

MEAN WITH OUTLIERS

$ 9,067

4

6.5%

2.65

16.9%

12.4%

7.79 1,572,550

MEAN WITHOUT OUTLIERS

6.5%

2.36

18.2%

12.4%

4.16 1,256,599

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