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ICUI

🏥 Healthcare

ICU Medical, Inc.

Conservative #964Aggressive #1247Low RiskLow 18ML↑ 26pt
$155.12+1.74%
Day High$155.32
Day Low$150.64
Volume0.4M
Mkt Cap$3.8B
52W Low $10752W High $162
Market Cap
$3.9B
P/E Ratio
570.5
Sector avg: 252.3
Rev Growth
-6.3%
Sector avg: 161.5%
Earnings Growth
105.8%
Profit Margin
0.3%
Sector avg: -3292.7%
Debt/Equity
0.60

Why This Score

ICUI scores 35.9 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Elevated valuation at 570.5x earnings — requires sustained growth to justify the premium.

Moderate penalties (-6.8 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score35.9
Fundamental Score48.1
ML Score1.0

Score by Horizon

3 Month
74.6
6 Month
83.3
Primary
1 Year
87.7

Quality Assessment

F
Earnings Grade
Weak fundamentals or significant quality concerns
Quality Flags
High accrual ratio (-24469.3%) — earnings quality concern

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
54
Neutral
Analyst (6.4%)
73
Favorable
Tradability (post-hoc)
68
Grade B
Base
36.7
SHAP
+3.0
Factors
+1.0
Divergence
-4.8
Final
35.9
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)37.0
Technical (Momentum, Weinstein, Volatility)64.0
External (Sentiment, Analyst, Macro)82.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-0.3% to +6.3%
Medium-term
-0.2% to +9.9%
Long-term
+0.3% to +14.0%

ML Model Core Features100 trained inputs → ML Score: 1

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score72.7/100
Target Upside+18.1%
Coverage11 analysts
Market Sentiment
Sentiment Score54.3/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum-0.0%
6M Momentum+0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-14.5%
Momentum ConsistencyDivergent (-0.07)
Relative Strength vs Sector-25.4%
Trend Strength (ADX Proxy)Weak (0.1)
Momentum Quality-0.008
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P12
Revenue growth vs Healthcare peers
Sector PE Rank
P2
Valuation vs Healthcare peers
Sector FCF Rank
P69
Free cash flow vs Healthcare peers
Growth Deviation
-0.0σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 63 relative to sector peers63/100
Machine learning model ranks this stock at the 89th percentileP89
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.3pt (features align with model priorities)—
Blend: 91% fund (63.0) + 9% ML (89.2) + SHAP(+4.3) = 69.7—
Factor quality: +1.5pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 7.6%. Max drawdown 14% (-2.2 pts)Low
Market cap adjustment: +0.5 points ($3.9B market cap)+0.5 pts
Conviction penalty: -3.1pt (conviction=18)—
Divergence penalty: -2.4pt (ML 26pt higher)—
Risk Factors
Earnings quality grade F: assessed. Score adjusted by -29 pointsGrade F
Quality concern: Earnings growth (106%) far exceeds revenue growth (-6.3%) — margin expansion may not be sustainable; Earnings/revenue growth ratio of Infinityx — earnings quality suspect; High accrual ratio (-24469.3%) — earnings quality concernFlag

Sector Peer Comparison(Healthcare — Rank #165 of 344 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
ICUI35.9570.5-6.3%0.3%$3.9B
INCY89.615.821.2%25.0%$20.1B
GMAB85.513.122.8%36.4%$18.5B
CPRX82.213.723.5%37.6%$3.0B
VRTX78.032.18.9%32.9%$126.0B
ASND75.716.698.0%-31.7%$13.3B
NBIX74.726.521.4%16.7%$12.5B
ALKS74.616.5-6.4%23.9%$5.5B
AMGN73.826.010.0%21.0%$199.0B
ARGX73.635.178.6%38.0%$50.9B
HOLX73.331.11.7%13.8%$16.8B
REGN72.719.41.0%31.4%$84.9B
ISRG72.361.720.5%28.4%$172.5B
EXEL71.915.17.0%33.7%$11.7B
KRYS71.041.4473.0%30.7%$8.0B
HALO70.216.822.4%43.7%$9.3B
Sector Average37.1252.3161.5%-3292.7%—

Market Sentimentvia FMP

Analyst Consensus
Buy11 analysts
Strong Buy: 1Buy: 8Hold: 2
Price Target
$179consensus
Low $178Median $179High $180
+15.4% to consensus target

Company Overviewvia FMP

ICU Medical, Inc., together with its subsidiaries, develops, manufactures, and sells medical devices used in infusion therapy and critical care applications worldwide. The company's infusion therapy products include needlefree products under the MicroClave, MicroClave Clear, and NanoClave brands; Neutron catheter patency devices; SwabCap and SwabTip disinfecting caps; Tego hemodialysis connectors; ClearGuard HD, an antimicrobial barrier cap for hemodialysis catheters; and ChemoClave and ChemoLock closed system transfer devices, as well as Diana hazardous drug compounding system for the preparation of hazardous drugs. It also provides IV therapy and diluents, such as sodium chloride, dextrose, balanced electrolyte solutions, lactated ringer's, ringer's, mannitol, sodium chloride/dextrose, and sterile water; and irrigation comprising sodium chloride and sterile water irrigation, physiologic solutions, ringer's irrigation, acetic acid irrigation, glycine irrigation, sorbitol-mannitol irrigation, flexible containers, and pour bottle options. The company offers infusion pumps under the Plum 360 and LifeCare PCA brands; IV mediation safety software, including ICU Medical MedNet, an enterprise-class medication management platform that connects smart pumps to hospital's electronic health records, asset tracking systems, and alarm notification platforms; and related professional services. It also provides critical care products, such as Cogent 2-in-1 and CardioFlo hemodynamic monitoring systems; TDQ and OptiQ cardiac output monitoring catheters; TriOx venous oximetry catheters; Transpac blood pressure transducers; and SafeSet closed blood sampling and conservation systems. The company sells its products to acute care hospitals, wholesalers, ambulatory clinics, and alternate site facilities, including outpatient clinics, home health care providers, and long-term care facilities. ICU Medical, Inc. was founded in 1984 and is headquartered in San Clemente, California.

CEO
Vivek Jain
Employees
15,000
Beta
0.80
Industry
Medical - Instruments & Supplies
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
55.4
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-3.2%
High: $160.29
From 52W Low
+45%
Low: $107
Moving Averages
10-Day
$150.10
Above
20-Day
$150.50
Above
50-Day
$149.70
Above
200-Day
$134.70
Above
60-Day Support
$137.43
60-Day Resistance
$160.29
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 70/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+15.2%
200 SMA Slope (60d)
+1.11%
Flattening
Volume Ratio
1.4x
10d avg vs 50d avg
Days in Stage
65
Confidence: 90%
Breakout Volume Confirmed

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$540M$537M$549M$605M
Gross Profit$202M$201M$208M$210M
Operating Income$25M$14M$11M$13M
Net Income$-16M$-3M$35M$-15M
EPS (Diluted)$-0.64$-0.14$1.43$-0.63
Gross Margin37.4%37.4%37.9%34.7%
Operating Margin4.7%2.6%1.9%2.1%
Net Margin-2.9%-0.6%6.4%-2.6%

Why This Stock

HealthcareValuation below sector median (P/E 570.5)

Tradability FilterGrade B — 68/100Score impact: -0.9pt

Volume
54
238K avg/day
Dollar Vol
91
$36M/day
Float
54
24M shares
Mkt Cap
64
$3.9B
Range
86
52% spread
Composite Liquidity Score68/100
FDCBA

Growth Projection Adjustment

0.35x dampening
weinstein basingrevenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
96.9%
Outstanding Shares
25M
Bid-Ask Spread
52.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.