BSX
ACCE-researchedOverview
ACCE thesis
Boston Scientific designs and sells medical devices across electrophysiology, urology, endoscopy, and neuromodulation - the WATCHMAN FLR left atrial appendage closure device and the FARAPULSE pulsed field ablation system are the current revenue engines. The AF ablation market is structurally underpenetrated; fewer than 3% of eligible patients have received PFA therapy globally, and BSX owns first-mover positioning with FARAPULSE following its 2024 U.S. launch. Electrophysiology revenue grew 64% in Q3 2024 driven almost entirely by FARAPULSE adoption, which gives the segment durability well beyond a single product cycle. The forward PE of 14.9x sits at a discount to the med-tech peer group despite the company running 69% gross margins and accelerating EP revenue that consensus estimates may still be underpricing. At $71B market cap, this is a mid-cycle compounder with a real near-term catalyst, not a speculative bet - the question is whether EP growth sustains through 2025 as hospital capacity absorbs the new workflow.
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Price
Valuation
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Quality
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Analysts
Wall Street consensus
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Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| EW | Edwards Lifesciences Corporation Common Stock | $50.9B | 52.5 | 9.2% | 0.06 | 0.0% | - | Compare |
| SHL.DE | Siemens Healthineers | $48.4B | 19.2 | 12.2% | 0.61 | 2.6% | - | Compare |
| SYK | Stryker Corporation Common Stock | $105.5B | 29.1 | 16.5% | 0.71 | 1.2% | - | Compare |
| DXCM | DexCom Inc. Common Stock | $33.7B | 35.3 | 38.5% | 0.46 | 0.0% | - | Compare |
| MDT | Medtronic plc. Ordinary Shares | $117.8B | 22.8 | 10.7% | 0.56 | 3.1% | - | Compare |
| GEHC | GE HealthCare Technologies Inc. Common Stock | $29.0B | 14.8 | 19.4% | 0.96 | 0.2% | - | Compare |
Sector report card
Where BSX ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- GlobeNewswire•Sep 18, 2026Interventional Cardiology Devices Market by Type, End User - Global Forecast to 2031
- PR Newswire•Jul 20, 2026DATAMYTE Achieves ISO/IEC 27001:2022 Certification for Digital Clipboard, Its No-Code Manufacturing Workflow Platform
- GlobeNewswire•May 11, 2026[Latest] Global Flexible Endoscope Market Size/Share Worth USD 22.7 Billion by 2035 at a 6% CAGR: Healthcare Foresights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)
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