Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$28.5B
877M shares
52-week range
$31.87 – $50.88
3% from low
Sector
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
Exchange
NASDAQ
CS
P/S (TTM)
0.9
EV / FCF (TTM)
18.9
Medline is the largest provider of medical-surgical products and supply chain solutions in the US. The company generates over 90% of its revenue domestically and serves some of the largest US health systems. Medline offers approximately 190,000 Medline-branded products across more than 250 product families—including front-line care, surgical solutions, and laboratory and diagnostics—as well as roughly 150,000 third-party products sourced from over 1,250 vendors. The company maintains prime vendor relationships with many customers, acting as the primary consolidated logistics partner for their medical-surgical needs. Medline has significant scale, supported by more than 30 manufacturing facilities and a fleet of over 2,000 owned delivery trucks. Medline went public in December 2025.
www.medline.comNo one on the platform currently holds MDLN.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 11,789,156 | $524.6M |
| Renaissance Technologiesas of 2026-03-31 | 143,700 | $6.4M |
No one on the platform has traded MDLN yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 9.6% | — | — | — | ||
| Rev. Growth % | 11.5% | |||||
| Profit Margin % | 4.1% | |||||
| Free Cash Flow Margin % | 4.6% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.5% on the P/E track.
At today's price, your expected annual return is +10.1% on the P/E track.
At today's price, your expected annual return is +14.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $31.2B | +10.9% | $1.49 | $1.35–$1.55 | 21.7× | 12 |
| 2027 | $33.7B | +7.8% | $1.57 | $1.48–$1.67 | 20.6× | 15 |
| 2028 | $36.3B | +7.8% | $1.80 | $1.26–$2.02 | 18.1× | 8 |
| 2029 | $39.1B | +7.6% | $2.03 | $2.01–$2.06 | 16.0× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 2 of the last 3 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.35 | $0.50 | +41.9% |
| 2026-05-06 | $0.30 | $0.33 | +11.8% |
| 2026-02-25 | $0.24 | $0.22 | -5.6% |
| $10.5B |
| — |
| INFUInfuSystem Holdings, Inc. | $12.21 | +0.49% | $246M | — |
| KMTSKestra Medical Technologies, Ltd. | $23.55 | +3.09% | $1.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$MDLN PE ratio close to 40 with billions of shares available, too expensive 🫰 I'll wait for the low teens
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$MDLN another shit day! Honestly getting sick of holding this POS!! Get back to 40+
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$MDLN damn this shit been ass for the last 2 months straight! Seems like 33-36$ is the range at atm!
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$TER $MDLN ⚡ BREAKING: Core AI Holdings delivers a stellar Q2 with revenue up 56%! 📊💰
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$MDLN I think it may hit $30.00 because of the impact of recent product recall and major fires etc. Let the market proves I am wrong about it. :)
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$SPY $MRNA $MDLN Strong Bullish Stance on Medline long term. We have already had decent gains from its debut, and it will only continue to get better from here. They reigned supreme through times where others failed and already proved their reliability during those times such as 2019-2022 when Fauci was lying to everyones faces. If you want to look for a real company with a steady flow of everyday use products used in many different settings, that not only manufactures its own products but also delivers and handles production and logistics mostly all on its own? Look no further than Medline. I believe it will also be giving us some more short-term gains as well during the long term up trend it will produce, from all these healthcare medical drug manufactures and biotech's surrounding it having explosive moves. @Stocktwits @DonCorleone77 @Zackpedia
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$MDLN All time low, come on #MDLN. Medical in the is the market to be in. At least I used to think so.
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$APO $MIAX $MDLN $NFLX Gemini ranked best to worst. I like them all
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.