Tactile Systems makes the Flexitouch Plus pneumatic compression system, a home-use device for lymphedema and chronic venous insufficiency, along with the Entre and Nimbl compression garments and its reimbursement and prescription-support services. The moat is in reimbursement and clinician relationships rather than hardware: the company has built a large base of prescribing physicians and payer coverage that new entrants would struggle to replicate, which shows up in a 76.8% gross margin. Growth is currently modest at 8.6% revenue growth, so the question for a deeper look is whether operating leverage can carry the 8.0% operating margin meaningfully higher. At a 19.1x forward P/E against a 21.6x trailing multiple, the market is pricing in some earnings improvement, and with a $528M market cap and no index membership the name sits outside the flows that often support larger medtech peers. The score of 67/100 suggests a reasonable but not compelling profile, so the work ahead is in the reimbursement trends and margin trajectory.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 24 Oct 2026, 16:06 CEST | Fair value | $23.05 | $30.88 | $23.64 |
| 24 Oct 2026, 16:06 CEST | Rating | Fairly valued | first publication | $23.64 |
| 15 Oct 2026, 00:00 CEST | ACCE price target | $23.40 | first publication | $22.31 |
| 12 Oct 2026, 00:00 CEST | Fair value | $30.88 | $29.57 | $22.44 |
| 1 Oct 2026, 00:00 CEST | Fair value | $29.57 | $29.88 | $22.53 |
| 29 Sept 2026, 00:00 CEST | Fair value | $29.88 | $30.26 | $22.73 |
| 27 Sept 2026, 00:00 CEST | Fair value | $30.26 | $30.59 | $22.73 |
| 22 Sept 2026, 00:00 CEST | Fair value | $30.59 | $30.29 | $22.20 |
| 20 Sept 2026, 00:00 CEST | Fair value | $30.29 | $31.06 | $22.20 |
| 17 Sept 2026, 00:00 CEST | Fair value | $31.06 | $30.65 | $22.51 |
Answered from Tactile Systems Technology Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TCMD Tactile Systems Technology Inc. Common Stock | $23.64 | $23 | 3% above | 21.6x | 11.9% | 67 | 68 |
| XVIVO.ST Xvivo Perfusion AB (publ) | kr 206.00 | kr 78 | 163% above | 73.0x | 4.1% | 66 | 57 |
| MCAP.ST MedCap AB (publ) | kr 600.50 | kr 385 | 56% above | 34.1x | 16.4% | 68 | 67 |
| VITR.ST Vitrolife AB (publ) | kr 108.80 | kr 111 | 2% below | - | -46.5% | 56 | 39 |
| NOLA-B.ST Nolato AB (publ) | kr 55.40 | kr 42 | 32% above | 20.8x | 13.1% | 64 | 51 |
| EKTA-B.ST Elekta AB (publ) | kr 57.60 | kr 51 | 13% above | - | -4.3% | 39 | 51 |
| GN.CO GN Store Nord | kr 112.10 | kr 102 | 10% above | - | 2.1% | 37 | 46 |
Where TCMD ranks against its sector peers on each metric.