Last Price$105.41.0%
Market Cap$21.6B
LTM Rule of 40 (EBIT margin)
(6.9%)
5Y avg
10.1%
Medical - Devices industry
median
(17.4%)
Stock quality & Intrinsic value
6/10
0.7% undervalued
Zimmer Biomet Holdings, Inc. Rule of 40 (EBIT margin)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'04 | Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rule of 40 (EBIT margin) | 0.0% | 42.3% | 39.7% | 40.4% | 32.2% | 24.3% | 24.8% | 28.5% | 23.9% | 25.8% | 23.2% | 33.8% | 38.9% | 12.3% | 1.8% | 14.9% | (1.7%) | 9.8% | 17.0% | 23.8% |
Overvalued or undervalued?
Check the intrinsic value for ZBH
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Zimmer Biomet Holdings, Inc. (ZBH) Rule of 40 (EBIT margin) comparison analysis
General
LTM Rule of 40 (EBIT margin)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
Zimmer Biomet Holdings, Inc.ZBH
(6.9%)
6.5%
253.2%
13.8%
Median Peer Set
23.7%
4.1%
72.0%
11.8%
Boston Scientific CorporationBSX
34.6%
17.6%
16.7%
11.1%
Insulet CorporationPODD
28.2%
30.0%
4,364.6%
12.2%
Edwards Lifesciences CorporationEW
28.1%
(9.4%)
202.2%
76.7%
Stryker CorporationSYK
27.0%
10.2%
(5.8%)
13.2%
DexCom, Inc.DXCM
26.2%
11.3%
(1.4%)
14.3%
Abbott LaboratoriesABT
21.1%
4.6%
134.5%
31.9%
Medtronic plcMDT
20.9%
3.6%
(2.1%)
11.4%
Align Technology, Inc.ALGN
19.5%
3.4%
26.0%
11.5%
STERIS plcSTE
17.5%
3.6%
257.9%
7.4%
Koninklijke Philips N.V.PHG
2.1%
(0.8%)
118.1%
(3.9%)
ZBH key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'04 | Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 2,980.9 0.0% | 3,286.1 10.2% | 3,495.4 6.4% | 3,897.5 11.5% | 4,121.1 5.7% | 4,095.4 (0.6%) | 4,220.2 3.0% | 4,451.8 5.5% | 4,471.7 0.4% | 4,623.4 3.4% | 4,673.3 1.1% | 5,997.8 28.3% | 7,683.9 28.1% | 7,824.1 1.8% | 7,932.9 1.4% | 7,982.2 0.6% | 7,024.5 (12.0%) | 6,827.3 (2.8%) | 6,939.9 1.6% | 7,394.2 6.5% |
| Cost of Goods Sold (COGS) | 779.9 | 739.4 | 780.1 | 875.9 | 997.3 | 990.8 | 1,012.4 | 1,122.0 | 1,125.2 | 1,286.1 | 1,249.8 | 1,856.6 | 2,374.9 | 2,132.9 | 2,271.9 | 2,252.6 | 2,128.3 | 1,960.4 | 2,019.5 | 2,083.8 |
% margin | 2,201.0 73.8% | 2,546.7 77.5% | 2,715.3 77.7% | 3,021.6 77.5% | 3,123.8 75.8% | 3,104.6 75.8% | 3,207.8 76.0% | 3,329.8 74.8% | 3,346.5 74.8% | 3,337.3 72.2% | 3,423.5 73.3% | 4,141.2 69.0% | 5,309.0 69.1% | 5,691.2 72.7% | 5,661.0 71.4% | 5,729.6 71.8% | 4,896.2 69.7% | 4,866.9 71.3% | 4,920.4 70.9% | 5,310.4 71.8% |
| Operating Expenses | 1,356.7 | 1,435.1 | 1,544.0 | 1,868.8 | 1,965.3 | 1,937.5 | 2,052.4 | 2,230.5 | 2,032.7 | 2,038.0 | 2,010.8 | 2,901.6 | 3,864.4 | 3,945.2 | 4,513.8 | 4,459.8 | 4,198.3 | 3,861.5 | 3,728.3 | 4,032.7 |
| Research & Development Expenses (R&D) | 166.7 | 175.5 | 188.3 | 209.6 | 194.0 | 205.4 | 220.0 | 238.6 | 225.6 | 204.2 | 188.3 | 268.8 | 365.6 | 367.4 | 391.7 | 449.3 | 372.0 | 435.8 | 406.0 | 458.7 |
| Selling, General & Administrative Expenses (SG&A) | 1,190.0 | 1,259.6 | 1,355.7 | 1,489.7 | 1,702.3 | 1,732.1 | 1,832.4 | 1,834.1 | 1,807.1 | 1,833.8 | 1,822.5 | 2,284.2 | 2,932.9 | 2,973.9 | 3,379.3 | 3,343.8 | 3,177.8 | 2,843.4 | 2,761.7 | 2,838.9 |
% margin | 763.2 25.6% | 1,055.0 32.1% | 1,165.2 33.3% | 1,127.6 28.9% | 1,090.0 26.4% | 1,018.8 24.9% | 916.7 21.7% | 1,024.1 23.0% | 1,047.4 23.4% | 1,035.6 22.4% | 1,034.7 22.1% | 326.4 5.4% | 827.9 10.8% | 823.2 10.5% | 33.8 0.4% | 1,137.5 14.3% | 723.3 10.3% | 860.3 12.6% | 1,064.1 15.3% | 1,277.7 17.3% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.7 | 10.1 | 15.6 | 15.6 | 11.9 | 9.4 | 2.9 | 2.2 | 3.3 | 226.9 | 212.1 | 208.4 | 164.8 | 0.0 |
| Interest Expense | 194.0 | 128.4 | 8.9 | 216.4 | 31.8 | 20.6 | 60.2 | 45.2 | 72.9 | 70.1 | 63.1 | 286.6 | 357.9 | 327.5 | 292.6 | 226.9 | 212.0 | 208.4 | 164.8 | 201.2 |
| Pre-tax Income | 731.5 | 1,040.7 | 1,169.0 | 1,131.6 | 1,121.8 | 998.2 | 860.2 | 978.9 | 990.1 | 981.1 | 943.9 | 12.3 | 401.6 | 479.6 | (271.1) | 905.8 | (274.4) | 499.0 | 403.5 | 1,067.3 |
% effective tax rate | 189.6 25.9% | 307.3 29.5% | 334.0 28.6% | 357.9 31.6% | 272.3 24.3% | 280.8 28.1% | 263.3 30.6% | 218.9 22.4% | 237.2 24.0% | 221.9 22.6% | 224.9 23.8% | (36.6) (297.6%) | 100.0 24.9% | (1,359.6) (283.5%) | 108.2 (39.9%) | (225.7) (24.9%) | (137.0) 49.9% | 53.5 10.7% | 112.3 27.8% | 42.2 4.0% |
% margin | 541.8 18.2% | 732.5 22.3% | 834.5 23.9% | 773.2 19.8% | 848.6 20.6% | 717.4 17.5% | 596.9 14.1% | 760.8 17.1% | 755.0 16.9% | 761.0 16.5% | 720.1 15.4% | 49.7 0.8% | 302.9 3.9% | 1,839.6 23.5% | (379.2) (4.8%) | 1,131.6 14.2% | (137.4) (2.0%) | 401.6 5.9% | 231.4 3.3% | 1,024.0 13.8% |
| EPS | 2.22 | 2.96 | 3.43 | 3.28 | 3.73 | 3.34 | 2.98 | 4.06 | 4.32 | 4.49 | 4.26 | 0.27 | 1.51 | 9.11 | (1.86) | 5.52 | (0.66) | 1.93 | 1.39 | 4.91 |
| Diluted EPS | 2.19 | 2.93 | 3.40 | 3.26 | 3.72 | 3.32 | 2.97 | 4.03 | 4.29 | 4.43 | 4.19 | 0.26 | 1.50 | 9.03 | (1.86) | 5.47 | (0.66) | 1.91 | 1.38 | 4.88 |
% margin | 1,106.7 37.1% | 1,353.9 41.2% | 1,366.4 39.1% | 1,361.6 34.9% | 1,403.9 34.1% | 1,356.2 33.1% | 1,256.9 29.8% | 1,385.8 31.1% | 1,426.3 31.9% | 1,409.7 30.5% | 1,781.1 38.1% | 2,337.0 39.0% | 1,788.4 23.3% | 1,849.6 23.6% | 1,059.4 13.4% | 2,395.0 30.0% | 969.7 13.8% | 2,160.1 31.6% | 2,212.6 31.9% | 2,214.3 29.9% |
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FAQ
1) What is Zimmer Biomet Holdings, Inc.'s Rule of 40 (EBIT margin)?
As of today, Microsoft Corp's last 12-month Rule of 40 (EBIT margin) is (6.9%), based on the financial report for Dec 31, 2024 (Q4’2024). The average annual Rule of 40 (EBIT margin) for Zimmer Biomet Holdings, Inc. have been 15.4% over the past three years, and 10.6% over the past five years.
2) Is Zimmer Biomet Holdings, Inc.'s Rule of 40 (EBIT margin) Good?
As of today, Zimmer Biomet Holdings, Inc.'s Rule of 40 (EBIT margin) is (6.9%), which is higher than industry median of (17.4%). It indicates that Zimmer Biomet Holdings, Inc.'s Rule of 40 (EBIT margin) is Good.