Enovis (ENOV)
NYSEHealth CareMedical - DevicesSnapshot 2026-10-29
$19.91-12.71%
Close 2026-10-30 · 1-day change
NYSEHealth CareMedical - DevicesSnapshot 2026-10-29
Research Workspace
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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 (4q 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 under pressure — Adjusted EBITDA near $430 million: Comparison needs review.
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 2% on a typical day and fell roughly 46% in its worst 12-month stretch.
View RiskENOV’s bet centers on surgical robotics expansion through acquisition, with earnings strength supporting the case. Revenue growth slowed from 5% to 3% year over year, despite a Q2 earnings beat. It trades at 7× P/E versus a 30× peer median, while expectations look modest versus our view. The surgical robotics acquisition may hinder expansion, and the acquisition impact challenges the growth engine. Our model puts the next-quarter miss probability near 32%. The primary pillar comparison needs review because adjusted EBITDA is near $430 million. Peer multiples imply a price about 46% above where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. 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 Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for ENOV in the last 4 months.
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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 2026-10-29. 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
Acquisition impact may hinder surgical robotics expansion.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $19.91
The last 12 months of price, then the range of analyst 12-month targets from today’s $19.91.
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.
Advances: Expand surgical robotics capabilities via acquisition
Focus on surgical robotics aligns with growth objectives.
Threatens: Expand surgical robotics capabilities via acquisition
Lowered price target indicates concerns over acquisition strategy.
Acquisition may strain resources and impact revenue guidance.
Innovation in orthopedics aligns with management's focus.
Revenue beat and maintained outlook support growth objectives.