Integer Holdings trades near KKR's $127 bid as P/E and DCF send mixed signals

M&A · PartnershipEarnings
โดย Simply Wall St·Read original
Summary · why it matters

Integer Holdings is in focus after reporting second quarter 2026 earnings and receiving a pending all-cash acquisition offer from KKR at $127 per share. The stock has surged 23.98% over the past seven days and 44.22% over 90 days, though its five-year total shareholder return stands at a more moderate 38%. On Simply Wall St's numbers, Integer trades at a price-to-earnings ratio of 29.8 times, which is below a peer average of 83.2 times but above an estimated fair P/E of 23.8 times and roughly in line with the US Medical Equipment industry average of 29 times. The company posted profit growth of 80.9% over the past year against a five-year annual earnings growth rate of 7.8%, with a net profit margin of 7.6% versus 4.5% last year, yet return on equity is considered low at 8.4% and forecast earnings and revenue growth are both described as slower than the broader US market. A discounted cash flow model suggests the $124.45 share price sits 22.3% below an estimated future cash flow value of $160.21, framing the stock as undervalued on that basis, while the P/E analysis indicates it may be about right. Deal risk remains if the KKR transaction falls through, and slower projected growth could pressure the current multiple.

Impact on stocks 1

Brain-Computer Interface · 1 stocks
Integer Holdings Corp
ITGR
▲ PositiveCapitalrelevance

KKR's all-cash acquisition offer at $127 per share and strong earnings growth are positive for Integer Holdings.