MEDLINE INC (MDLN)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
$39.76-1.46%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
Research Workspace
Put MDLN 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 Supplies is in expansion. Describes the industry's cycle state, not a call on this stock.
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 under pressure — Manage quality control and supply chain risks: Direct metric needs a verified mapping.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 20% growth a year, above the roughly 8% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMedline's 10.4% revenue growth has to keep compounding to justify the price. The latest quarter beat estimates by 37.5%. Revenue grew 10.4% year over year in that period. It trades at 25x earnings versus a 24x peer median. The price is roughly in line with the growth we forecast. The primary pillar is under pressure from quality control risks. The thesis comparison is not yet verified. Peer multiples imply a price about 10% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-05. MDLN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering MDLN (as of Nov 2026).
Based on 10 Wall Street analysts offering 12-month price targets for MDLN in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MDLN 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 11 valuation methods, at three horizons. As of 2026-11-05. 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 Supplies — fair value, gap to price, and forward P/E.
Compare the value case
Put MDLN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Announce share buyback program
Official $1B buyback launch directly fulfills capital allocation objective.
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 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Current $39.76
The last 12 months of price, then the range of analyst 12-month targets from today’s $39.76.
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.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Execute share buyback program
Q3 beat and buyback execution support thesis.
FDA warning tied to two deaths raises product-safety, regulatory, liability, and reputational risks.
FDA warning tied to two deaths raises product-safety, regulatory, liability, and reputational risks.
Threatens: Achieve Organic Sales growth of 9.0% to 10.0% in 2026
Reported exit after safety-linked deaths may disrupt sales and raise product-liability and reputational risks.
Advances: Achieve Organic Sales growth of 9.0% to 10.0% in 2026
New distribution capacity supports growth execution, but the report alone does not materially change guidance.
Advances: Achieve Organic Sales growth of 9.0% to 10.0% in 2026
Improves efficiency, supporting organic sales growth objective.
Warehouse fire indicates potential supply chain issues.