Quality Investor

Haemonetics Corporation

Rank #192Hypergrowth

HAE · NYSE · Healthcare

Haemonetics Corporation (HAE) — Rank #192 by gross profitability (GP/assets 0.33) · ROE 11.6% · Piotroski F-Score 7 / 9.

As-of 2026-09-15 · CIK 0000313143 · all metrics point-in-time as of the filing date.

About

Haemonetics Corporation, a medical technology company, provides a suite of hospital technologies solutions.

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The company operates through Plasma, Blood Center, and Hospital segments. It provides automated plasma collection systems, donor management software, and supporting software solutions, such as NexSys PCS plasmapheresis equipment system and related disposables and solutions, as well as integrated information technology platforms for plasma customers to manage their donors, operations, and supply chain; and NexLynk DMS donor management system and Donor360 tools. The company also offers treatment in electrophysiology, critical care, neurocritical care, trauma, burn surgery, spine surgery, and cancer surgery; SavvyWire, a sensor-guided 3-in-1 guidewire for TAVR procedures; and OptoWire, a pressure guidewire that measures fractional flow reserve and diastolic pressure ratio, as well as fiber optic sensor solutions used in medical devices and other critical industrial applications. In addition, it provides hospital products comprising TEG 6s system, smallest cartridge-based viscoelastic analyzer that provides a comprehensive assessment of a patient's overall hemostasis; and TEG Manager software, which connects various TEG analyzers throughout the hospital, providing clinicians remote access to active and historical test results that inform treatment decisions. Further, the company offers Cell Saver Elite +, an autologous blood recovery system for cardiovascular, orthopedic, trauma, transplant, vascular, obstetrical, and gynecological surgeries;vascular closure products comprise VASCADE 5F, VASCADE 6/7F, VASCADE MVP XL, and VASCADE MVP, a technology platform which offers catheter-based delivery system and leverages the natural clot-inducing properties of collagen; and transfusion management solutions. It sells its products through direct sales force and independent distributors.

The company was founded in 1971 and is headquartered in Boston, Massachusetts.

Industry
Medical Devices
Sector
Healthcare
State
MA
Filer Category
Large accelerated filer
Fiscal Year End
April 3

Price History

HAE+59.0% · +9.7% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

$4.78B

P/E (annual)

51.3

P/S (annual)

3.6

P/B

5.7

P/OCF (annual)

16.3

Shareholder Yield

9.6%

Employees

3,009

Industry

Medical Devices

Exchange

NYSE

Signal Flags

4 green1 red
Revenue growth acceleratingGrowth rate increasing year over year
Operating leverage expandingOperating income growing faster than revenue
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 1-quarter streak
Balance sheet deterioratingNet cash collapsed with receivables or inventory outpacing revenue

Quality Profile

Profitability

1/1 pass
GP / assets
0.33
Return on equity
11.6%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
1.83
Current ratio
3.08×
Net cash
-$950.77M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
2.5%

Growth

2/2 pass
Revenue growth
42.1%
Piotroski F-Score
7 / 9
Share dilution
-9.6%

Terry Smith quality gate

Passes 2/5 Terry Smith thresholds

1 of 5 threshold not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

7.1%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Buyback tailwind: -9.6% — per-share value needs a total required return of -2.5% once share-count change is priced in.

vs. own 6-year median revenue growth: 7.6%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

2.8%

r = 10% (base)

7.1%

r = 12%

10.8%

Net debt / market cap: 19.1%

Note: current FCF margin is 1.6σ above its historical mean — implied growth may understate valuation risk if the margin reverts.

Base FCF: $260.4M3Y mean FCF: $31.2M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

71.9xFair
11.1xmed 55.4x129.3x

P / S

Price / revenue per share

5.6xFair
1.2xmed 2.4x6.1x

P / B

Price / book value per share

9.4xExpensive
1.2xmed 2.7x9.4x

P / GP

Price / gross profit per share

11.4xFair
2.4xmed 5.0x13.9x

P / FCF

Price / free cash flow per share

50.4xFair
11.6xmed 44.0x434.8x

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.33

Primary signal (Novy-Marx).

13th of 17 SIC 3841 peers

Return on equity

11.6%

Gross margin

59.0%

14th of 17 SIC 3841 peers

Revenue growth (YoY)

42.1%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2012201320142015
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

Revenue CAGR (5Y)

Earnings CAGR (3Y)

-5.5%

FCF CAGR (3Y)

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.83

16th of 16 SIC 3841 peers (best = lowest)

Current ratio

3.08×

9th of 17 SIC 3841 peers

Quick ratio

1.67×

Net cash

-$950.77M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$260.44M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

1.68

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

2.5%

Stock-based comp intensity.

Piotroski F-Score

F-Score

7 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20102015
Value
Hypergrowth