IART – Market expectations are for Uniform ROA compression, but management is confident about organic growth, orthopedics, and their guidance

March 16, 2020

  • Integra LifeSciences Holdings Corporation (IART:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 22.7x Uniform P/E. At these levels, markets are pricing in bearish expectations for the firm, but management is confident about their organic revenue growth, orthopedics business, and revenue guidance
  • Specifically, management is confident about their bone cutting segment growth, that they will achieve 5% organic revenue growth for the year, and that they expect to see improvements in the orthopedics business in Q4 and going forward. In addition, they are confident they are tightening their revenue guidance range because of their
    year-to-date performance and Q4 expectations, and that they can get back to
    mid-single-digit growth for their private labels in the long-term

You don’t have access to the Valens Research Premium Application.

To get access to our best content including the highly regarded Conviction Long List and Market Phase Cycle macro newsletter, please contact our Client Relations Team at 630-841-0683 or email

Please fill out the fields below so that our client relations team can contact you

Or contact our Client Relationship Team at 630-841-0683