Coloplast: Went 'BUY' A Bit Early
Coloplast is rebased to a 20x P/E with a new price target of 490 DKK, reflecting a more realistic valuation post-premiumization. Recent setbacks—the Kerecis acquisition write-down, product recalls, and regulatory shifts—have driven shares down, but core fundamentals and inelastic product demand remain intact. CLPBY now trades at a historically low sub-18x P/E, offering a 5.76% yield and potential 12–13% annualized growth until 2028E, supporting a buy rating.
Coloplast A/S (CLPBY) Q2 2026 Earnings Call Transcript
Coloplast A/S (CLPBY) Q2 2026 Earnings Call Transcript
Coloplast A/S (CLPBY) Q4 2026 Guidance Call Transcript
Coloplast A/S (CLPBY) Q4 2026 Guidance Call Transcript
Coloplast: The Market Is Throwing Away A High-Quality Compounder
Coloplast is now a clear Buy, trading nearly 60% below its all-time high and at historically low valuation multiples. CLPBF's wide economic moat, underpinned by patents and high switching costs, supports stable, mid-to-high single-digit growth expectations for the long term. Management targets 7–8% organic revenue growth and at least 20% ROIC by FY 2029/30, with current dividend yield above 5% but payout ratio unsustainably high.
CLPBY or PEN: Which Is the Better Value Stock Right Now?
Investors with an interest in Medical - Instruments stocks have likely encountered both Coloplast A/S Sponsored ADR (CLPBY) and Penumbra (PEN). But which of these two stocks offers value investors a better bang for their buck right now?
Coloplast A/S (CLPBY) Q1 2026 Earnings Call Transcript
Coloplast A/S (CLPBY) Q1 2026 Earnings Call Transcript
CLPBY vs. PEN: Which Stock Is the Better Value Option?
Investors with an interest in Medical - Instruments stocks have likely encountered both Coloplast A/S Sponsored ADR (CLPBY) and Penumbra (PEN). But which of these two stocks offers value investors a better bang for their buck right now?
Coloplast A/S (CLPBY) Shareholder/Analyst Call Transcript
Coloplast A/S (CLPBY) Shareholder/Analyst Call Transcript
Coloplast A/S (CLPBY) Q4 2025 Earnings Call Transcript
Coloplast A/S (OTCPK:CLPBY) Q4 2025 Earnings Call November 4, 2025 5:00 AM EST Company Participants Lars Rasmussen Anders Lonning-Skovgaard - Executive VP & CFO Conference Call Participants Hassan Al-Wakeel - Barclays Bank PLC, Research Division Jack Reynolds-Clark - RBC Capital Markets, Research Division Martin Parkhoi - SEB, Research Division Martin Brenoe - Nordea Markets, Research Division Aisyah Noor - Morgan Stanley, Research Division Anchal Verma - JPMorgan Chase & Co, Research Division Veronika Dubajova - Citigroup Inc., Research Division Oliver Metzger - ODDO BHF Corporate & Markets, Research Division Julien Dormois - Jefferies LLC, Research Division Samuel England - Joh. Berenberg, Gossler & Co. KG, Research Division Graham Doyle - UBS Investment Bank, Research Division Carsten Madsen - Danske Bank A/S, Research Division Jesper Ingildsen - DNB Carnegie, Research Division Presentation Operator Ladies and gentlemen, welcome to the Coloplast financial statement for the full year 2024/2025 and Annual Report 2024-2025 Conference Call.
After A 50% Decline, Coloplast Might Finally Be Worth Buying
Coloplast is now rated a cautious 'Buy,' as its valuation has become more reasonable after a significant price correction. Coloplast continues to deliver solid organic growth, boasts a wide economic moat, and maintains strong free cash flow and profitability metrics. Management targets 7-8% organic revenue growth, improved free cash flow margin, and a return to share buybacks, supporting long-term value creation.
Coloplast A/S (CLPBF) Q3 2025 Earnings Call Transcript
Coloplast A/S (OTCPK:CLPBF) Q3 2025 Earnings Conference Call August 19, 2025 5:00 AM ET Company Participants Anders Lonning-Skovgaard - Executive VP & CFO Lars Soren Rasmussen - Interim CEO & Director Conference Call Participants Aisyah Noor - Morgan Stanley, Research Division Anchal Verma - JPMorgan Chase & Co, Research Division Graham Doyle - UBS Investment Bank, Research Division Hassan Al-Wakeel - Barclays Bank PLC, Research Division Jack Reynolds-Clark - RBC Capital Markets, Research Division Maja Pataki - Kepler Cheuvreux, Research Division Martin Brenoe - Nordea Markets, Research Division Martin Parkhoi - SEB, Research Division Veronika Dubajova - Citigroup Inc., Research Division Operator Good morning, ladies and gentlemen, and welcome to Coloplast interim financial statements for the first 9 months for 2024-2025. [Operator Instructions] This conference will be recorded.
Coloplast: Finally Getting Buyable
Coloplast is a global leader in specialized intimate healthcare, with strong innovation, high margins, and a defensible moat in core segments. Despite a 20% share price drop, I see upside potential, but only at a conservative 25x P/E due to risks in commoditized segments and M&A. Current fundamentals are solid: strong organic growth, robust dividend, and on-track 2025E results, but margin expansion is likely capped.
