Enovis (ENOV)
NYSEHealth CareMedical - DevicesSnapshot 2026-09-04
$18.56-4.33%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 2026-09-04
Research Workspace
Put ENOV beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Equipment: fringe margins under pressure (3q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Adjusted EBITDA near $430 million: FY26 EBITDA guidance $425M-$435M vs target $425M-$435M.
View ThesisRevenue growth is slowing — up about 5% over the past year and decelerating.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 44% in its worst 12-month stretch.
View RiskENOV's growth depends on expanding surgical robotics capabilities through acquisition. Recent performance shows strong revenue growth, with a 3% year-over-year increase. ENOV trades at 5.5× P/E, below the peer median of 28×. This suggests the price reflects less growth than expected. A risk is the 32% chance of missing next-quarter earnings. The thesis has broken due to a primary pillar being weak. Peer multiples imply a price about 61% above where it trades; this read is provisional.
Trailing returns as of 2026-09-04. ENOV is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering ENOV (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for ENOV in the last 4 months.
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Compare ENOV with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ENOV Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put ENOV next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Expand surgical robotics capabilities via acquisition
Lowered price target indicates concerns over acquisition strategy.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $18.56
The last 12 months of price, then the range of analyst 12-month targets from today’s $18.56.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Acquisition may strain resources and impact revenue guidance.
Innovation in orthopedics aligns with management's focus.
Revenue beat and maintained outlook support growth objectives.