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Merit Medical Systems Inc. (MMSI) Stock Fundamental Analysis & AI Rating 2026

MMSI Nasdaq Surgical & Medical Instruments & Apparatus UT CIK: 0000856982
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
75% Confidence
STRONG AGREEMENT
BUY
72% Conf
BUY
78% Conf

📊 MMSI Key Takeaways

Revenue: $381.9M
Net Margin: 10.7%
Free Cash Flow: $24.7M
Current Ratio: 5.08x
Debt/Equity: 0.45x
EPS: $0.68
AI Rating: BUY with 72% confidence
Merit Medical Systems Inc. (MMSI) receives a BUY rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $381.9M, net profit margin of 10.7%, and return on equity (ROE) of 2.5%, Merit Medical Systems Inc. demonstrates strong fundamentals in the Healthcare sector. Below is our complete MMSI stock analysis for 2026.

Is Merit Medical Systems Inc. (MMSI) a Good Investment?

Claude

Merit Medical demonstrates solid fundamental business quality with 11.8% revenue growth, 48.4% gross margins, and a fortress balance sheet featuring 5.08x current ratio and conservative 0.45x leverage. However, returns on capital remain concerning with 2.5% ROE and 1.5% ROA, while net income growth (6.8% YoY) significantly lags revenue growth, signaling operational efficiency challenges that require resolution.

ChatGPT

Merit Medical is delivering double-digit revenue growth with strong gross margins and solid operating profitability, translating into healthy free cash flow. Liquidity is excellent and leverage is modest, providing resilience and flexibility to invest. Continued margin discipline and efficient capital deployment could lift ROE and sustain durable earnings growth.

Why Buy Merit Medical Systems Inc. Stock? MMSI Key Strengths

Claude
  • + Double-digit revenue growth (11.8% YoY) with positive net income growth (6.8% YoY) in medical device sector
  • + Exceptional liquidity position with 5.08x current ratio and $488.1M cash against conservative 0.45x debt-to-equity ratio
  • + Strong gross margin of 48.4% indicates pricing power and product quality; positive free cash flow generation of $24.7M
  • + Interest coverage of 5.5x and moderate capex of $16.0M demonstrate disciplined capital allocation
ChatGPT
  • + Consistent double-digit revenue growth with 48.7% gross margin
  • + Robust free cash flow and 14.2% FCF margin
  • + Excellent liquidity and conservative leverage with 23x interest coverage

MMSI Stock Risks: Merit Medical Systems Inc. Investment Risks

Claude
  • ! Dangerously low returns on equity (2.5%) and assets (1.5%) indicate severe capital efficiency problems or over-capitalization
  • ! Margin compression evident as revenue growth (11.8%) significantly outpaces net income growth (6.8%), suggesting operating leverage issues
  • ! Operating margin of 11.6% is materially below gross margin of 48.4%, pointing to elevated operating expenses relative to gross profit generation
  • ! Long-term debt of $735.2M exceeds cash position by $247.1M, requiring ongoing debt service and deleveraging discipline
ChatGPT
  • ! Margin pressure from mix, operating costs, or pricing could constrain EPS growth
  • ! Regulatory/reimbursement and product recall risks inherent to medical devices
  • ! Working capital or capital allocation missteps could weaken cash conversion and ROE

Key Metrics to Watch

Claude
  • * Operating margin trend and operating expense ratio relative to gross profit
  • * Return on equity and return on assets - critical improvement indicators for capital efficiency
  • * Net income growth acceleration relative to revenue growth - must exceed revenue growth rate
  • * Debt reduction pathway and free cash flow conversion to debt paydown
ChatGPT
  • * Operating margin and FCF conversion
  • * Net leverage and ROE trajectory

Merit Medical Systems Inc. (MMSI) Financial Metrics & Key Ratios

Revenue
$381.9M
Net Income
$41.0M
EPS (Diluted)
$0.68
Free Cash Flow
$24.7M
Total Assets
$2.7B
Cash Position
$488.1M

💡 AI Analyst Insight

Strong liquidity with a 5.08x current ratio provides a solid financial cushion.

MMSI Profit Margin, ROE & Profitability Analysis

Gross Margin 48.4%
Operating Margin 11.6%
Net Margin 10.7%
ROE 2.5%
ROA 1.5%
FCF Margin 6.5%

MMSI vs Healthcare Sector: How Merit Medical Systems Inc. Compares

How Merit Medical Systems Inc. compares to Healthcare sector averages

Net Margin
MMSI 10.7%
vs
Sector Avg 12.0%
MMSI Sector
ROE
MMSI 2.5%
vs
Sector Avg 15.0%
MMSI Sector
Current Ratio
MMSI 5.1x
vs
Sector Avg 2.0x
MMSI Sector
Debt/Equity
MMSI 0.5x
vs
Sector Avg 0.6x
MMSI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Merit Medical Systems Inc. Stock Overvalued? MMSI Valuation Analysis 2026

Based on fundamental analysis, Merit Medical Systems Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
2.5%
Sector avg: 15%
Net Profit Margin
10.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.45x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Merit Medical Systems Inc. Balance Sheet: MMSI Debt, Cash & Liquidity

Current Ratio
5.08x
Quick Ratio
3.46x
Debt/Equity
0.45x
Debt/Assets
40.2%
Interest Coverage
5.49x
Long-term Debt
$735.2M

MMSI Revenue & Earnings Growth: 5-Year Financial Trend

MMSI 5-year financial data: Year 2021: Revenue $1.1B, Net Income $5.5M, EPS $0.10. Year 2022: Revenue $1.2B, Net Income -$9.8M, EPS $-0.18. Year 2023: Revenue $1.3B, Net Income $48.5M, EPS $0.84. Year 2024: Revenue $1.4B, Net Income $74.5M, EPS $1.29. Year 2025: Revenue $1.5B, Net Income $94.4M, EPS $1.62.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Merit Medical Systems Inc.'s revenue has grown significantly by 41% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.62 reflects profitable operations.

MMSI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.5%
Free cash flow / Revenue

MMSI Quarterly Earnings & Performance

Quarterly financial performance data for Merit Medical Systems Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $355.4M $30.1M $0.49
Q3 2025 $339.8M $27.8M $0.46
Q2 2025 $338.0M $28.2M $0.54
Q1 2025 $323.5M $28.2M $0.48
Q3 2024 $315.2M $20.2M $0.44
Q2 2024 $320.1M $20.2M $0.35
Q1 2024 $297.6M $20.7M $0.36
Q3 2023 $287.2M $10.5M $0.27

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Merit Medical Systems Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$40.7M
Cash generated from operations
Capital Expenditures
$16.0M
Investment in assets
Dividends
None
No dividend program

MMSI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Merit Medical Systems Inc. (CIK: 0000856982)

📋 Recent SEC Filings

Date Form Document Action
May 13, 2026 4 xslF345X06/form4-05132026_050513.xml View →
May 11, 2026 4 xslF345X06/form4-05112026_050527.xml View →
May 11, 2026 4 xslF345X06/form4-05112026_050526.xml View →
May 7, 2026 4 xslF345X06/form4-05072026_080522.xml View →
May 7, 2026 4 xslF345X06/form4-05072026_080527.xml View →

Frequently Asked Questions about MMSI

What is the AI rating for MMSI?

Merit Medical Systems Inc. (MMSI) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MMSI's key strengths?

Claude: Double-digit revenue growth (11.8% YoY) with positive net income growth (6.8% YoY) in medical device sector. Exceptional liquidity position with 5.08x current ratio and $488.1M cash against conservative 0.45x debt-to-equity ratio. ChatGPT: Consistent double-digit revenue growth with 48.7% gross margin. Robust free cash flow and 14.2% FCF margin.

What are the risks of investing in MMSI?

Claude: Dangerously low returns on equity (2.5%) and assets (1.5%) indicate severe capital efficiency problems or over-capitalization. Margin compression evident as revenue growth (11.8%) significantly outpaces net income growth (6.8%), suggesting operating leverage issues. ChatGPT: Margin pressure from mix, operating costs, or pricing could constrain EPS growth. Regulatory/reimbursement and product recall risks inherent to medical devices.

What is MMSI's revenue and growth?

Merit Medical Systems Inc. reported revenue of $381.9M.

Does MMSI pay dividends?

Merit Medical Systems Inc. does not currently pay dividends.

Where can I find MMSI SEC filings?

Official SEC filings for Merit Medical Systems Inc. (CIK: 0000856982) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MMSI's EPS?

Merit Medical Systems Inc. has a diluted EPS of $0.68.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MMSI a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Merit Medical Systems Inc. has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is MMSI stock overvalued or undervalued?

Valuation metrics for MMSI: ROE of 2.5% (sector avg: 15%), net margin of 10.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy MMSI stock in 2026?

Our dual AI analysis gives Merit Medical Systems Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MMSI's free cash flow?

Merit Medical Systems Inc.'s operating cash flow is $40.7M, with capital expenditures of $16.0M. FCF margin is 6.5%.

How does MMSI compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 10.7% (avg: 12%), ROE 2.5% (avg: 15%), current ratio 5.08 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI