Electromed, Inc. (ELMD)
AMEXHealth CareMedical - DevicesSnapshot 2026-11-04
AMEXHealth CareMedical - DevicesSnapshot 2026-11-04
QuarterlyIQ Insights · ELMD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -9.3% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 14.3% |
Growth built into the price is above our model estimate.
The price assumes 23.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 29 industry peers
ELMD — CEO transition
Dated 2026-08-25
CEO — James L. Cunniff: The CEO is retiring with a defined timeline and the board has already initiated a search for a successor, indicating an orderly succession rather than a sudden loss.
Why it matters: The CEO plans to retire, and the board has begun a successor search. A named successor and clear handoff would support an orderly change.
Supportive ifElectromed names a successor and gives a clear handoff plan before James L. Cunniff retires.
Worry ifThe retirement happens without a named successor or a clear handoff plan.
Why it matters: Homecare sales drove most of FY 2026 growth. Revenue per sales rep was $1.145 million, above the company target range.
Supportive ifIn FY 2027, average homecare revenue per direct sales rep stays above $1.0 million.
Worry ifIn FY 2027, average homecare revenue per direct sales rep falls below $1.0 million.
Why it matters: Hospital revenue rose 42.5% in Q3, while non-homecare revenue grew 6.7% for FY 2026. More hospital growth would show progress beyond direct homecare.
Supportive ifHospital revenue grows year over year in Q1 FY 2027 and exceeds the Q3 FY 2026 level of $1.0 million.
Worry ifHospital revenue falls year over year or is below $1.0 million in Q1 FY 2027.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$143 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $400 loss on $10,000 · 4.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,353 loss on $10,000 · 43.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.