Elekta: hög tillväxt ger 133 kronor i fair value

AKTIE: Stark position på tillväxtmarknaderna och låg andel på den mogna USA-marknaden gör att Elekta kan växa snabbare än konkurrenterna. Morningstars fundamentala analys summerar till ett ”fair value” på 133 kronor per aktie (9 juni 2020).

Morningstar Equity Analysts 2020-06-11 | 9:58
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Business Strategy and Outlook  |  09 Jun 2020

Buoyed by growing demand for radiotherapy (RT), we think Elekta -- as well as its main competitor, Varian -- should enjoy strong sales momentum for the next decade. The RT industry has consolidated substantially over the past decade, and the two companies are in a prime position to benefit from a market we believe will be growing in the midsingle digits.

Although RT is considered a ubiquitous form of cancer treatment, its adoption still has room to increase. RT is highly effective in treating certain cancers at a relatively low cost, but its penetration rates have long been hindered by its side effects and sizable up-front costs. The latest advances in technology, allowing for higher dosage and more precise delivery of radiation, and growing awareness of the benefits of radiotherapy could significantly expand the marketplace.

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