MiMedx Group Inc Common Stock (MDXG)

FairStock Score: 95/100 — HIGH CONVICTION

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I start with the business. MiMedx sells placental tissue allografts processed through its PURION method, with patents and a specialized manufacturing niche. That may create some differentiation, but it is still a small healthcare supplier, and the numbers suggest the moat is not wide. In fiscal 2025, the year ended 2025-12-31, the company filed revenue of $418.6 million and net income of $48.6 million, or diluted EPS of $0.32. In fiscal 2024, net income was $42.4 million, or $0.28, and in fiscal 2023 it was $58.2 million, or $0.37. So the long-term earnings picture has been positive but not steadily rising. The recent trend is concerning: in fiscal Q1 2026, the quarter ended 2026-03-31, net income was -$10.9 million, and in fiscal Q2 2026, the quarter ended 2026-06-30, net income was -$14.8 million on $64.4 million of revenue. Meanwhile, trailing free cash flow was $44.4 million, a 6.5% FCF yield, and debt/equity was only 0.08, so the balance sheet is not stretched. FairStock's calculations at the 2026-10-13 close show a P/E of 117.25, P/B of 3.17, ROE of 2.88%, and Graham Number of $1.15; the price is far above that Graham value. The Piotroski F-score of 3/9 is weak, though the Altman Z-score of 6.69 suggests low bankruptcy risk. FairStock labels it a TURNAROUND and gives it 95/100, but the losses in the first half of 2026 mean I would want proof the profit recovery is durable before paying a rich multiple.

In plain English: MiMedx makes and sells medical grafts from placental tissue for healing. The business was profitable in fiscal 2025 but lost money in the first half of 2026, so it looks uneven right now. At $4.69, the stock looks expensive compared with its recent profits and the value of its assets, even though it has some cash flow.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer