3 models fit Medline Inc. Class A Common Stock and they disagree: 0 of 3 land within 15% of the average.
Two or more of our models back this value.
Large premium(i)
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
ACCE opinionMedline Inc. Class A Common Stock (MDLN)
Fair value (3 models)
$22.73
ACCE price target
$32.00
Rating
Overvalued
Horizon
12 months
Fair value published on 19 Oct 2026, 17:05 CEST; previously $25.77 since 11 Oct 2026, 00:00 CEST.
ACCE price target published on 20 Sept 2026, 00:00 CEST.
Rating published on 19 Oct 2026, 17:05 CEST.
Price used: $34.09 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
50.0% above
-33.3% to fair value
ACCE score
44
out of 100
Analysts
85% buy
27 covering
P/E
89.4x
forward 20.9x
Dividend yield
0.00%
Medline Inc. Class A Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Medline supplies medical and surgical products to hospitals and clinics, from wound care to surgical kits, and makes a share of what it sells. The gross margin is 25.1% and the operating margin only 0.8%, which leaves very little room for error. Revenue grew 11.6%. The trailing PE of 90.7 drops to 20.9 forward, so most of the valuation depends on earnings recovering. The internal score is 47/100.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Extreme valuation disconnect
Score 47/100 does not support premium.
high
Massive insider selling
Last 10 disclosures: $161.93M in sales vs $0.17M in buys. 954:1 ratio suggests insiders see limited upside at current levels.
moderate
Deteriorating quality score
ACCE score fell 5 points in 90 days (52 to 47). Quality component at 37/100 and margin component at 27/100 indicate operational headwinds.
moderate
Elevated leverage
Debt/Equity 1.17 with operating margin only 0.8% leaves limited cushion. FCF $1.3B adequate but thin profitability constrains debt service flexibility.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Recent earnings beat by 56.7% and 11.6% year-over-year revenue growth show operational momentum.
Analyst consensus rates 85% of coverage Buy or Strong Buy, with mean target 22.5% above current price.
Forward P/E of 20.9x sits below the 23.6x healthcare sector median, offering relative value.
Why it could disappoint
Trailing P/E of 90.7x reflects a newly public stock with thin liquidity and no index support yet.
Consensus fair value is 28.9% below current price, with 3 of 4 models agreeing on downside.
Net margin of 2.3% and debt-to-equity of 1.17 leave little cushion for cost inflation or rate moves.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where MDLN's valuation models land
Price
$34.09
Model fair value
$22.73
Model range
$13.80 to $37.26
Fair value $22.73
Price $34.09
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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+Conviction breakdown and growth / value / quality / momentum scores