SI Fundamental Analysis - SHOULDER INNOVATIONS INC

Fundamental Rating

Overall SI gets a fundamental rating of 3 out of 10. We evaluated SI against 186 industry peers in the Health Care Equipment & Supplies industry. The financial health of SI is average, but there are quite some concerns on its profitability. SI does not seem to be growing, but still is valued expensively.

Quickly go to:

1. Profitability

1.1 Basic Checks

In the past year SI has reported negative net income.
In multiple years SI reported negative net income over the last 5 years.
The reported operating cash flow has been mixed in the past 5 years: SI reported negative operating cash flow in multiple years.

1.2 Ratios

With a Return On Assets value of -26.03%, SI perfoms like the industry average, outperforming 46.24% of the companies in the same industry.
SI has a Return On Equity (-31.30%) which is in line with its industry peers.

		Industry Rank	Sector Rank
ROA	-26.03%
ROE	-31.3%
ROIC	N/A

ROA(3y)-15.55%

ROA(5y)-9.14%

ROE(3y)-25.8%

ROE(5y)-12.77%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

SI has a Gross Margin of 76.69%. This is amongst the best in the industry. SI outperforms 87.10% of its industry peers.
SI does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.

		Industry Rank	Sector Rank
OM	N/A
PM (TTM)	N/A
GM	76.69%

OM growth 3YN/A

OM growth 5YN/A

PM growth 3YN/A

PM growth 5YN/A

GM growth 3YN/A

GM growth 5YN/A

More info and screens

ROA

ROE

ROIC

Operating and Profit Margin

Show most profitable peers

2. Health

2.1 Basic Checks

SI does not have a ROIC to compare to the WACC, probably because it is not profitable.
SI has about the same amout of shares outstanding than it did 1 year ago.
The number of shares outstanding for SI has been increased compared to 5 years ago.
SI has a worse debt/assets ratio than last year.

2.2 Solvency

An Altman-Z score of 5.84 indicates that SI is not in any danger for bankruptcy at the moment.
SI has a Altman-Z score of 5.84. This is amongst the best in the industry. SI outperforms 80.11% of its industry peers.
A Debt/Equity ratio of 0.10 indicates that SI is not too dependend on debt financing.
SI has a Debt to Equity ratio of 0.10. This is in the better half of the industry: SI outperforms 64.52% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.1
Debt/FCF	N/A
Altman-Z	5.84

ROIC/WACCN/A

WACC7.16%

2.3 Liquidity

SI has a Current Ratio of 11.09. This indicates that SI is financially healthy and has no problem in meeting its short term obligations.
SI has a better Current ratio (11.09) than 94.09% of its industry peers.
SI has a Quick Ratio of 9.80. This indicates that SI is financially healthy and has no problem in meeting its short term obligations.
With an excellent Quick ratio value of 9.80, SI belongs to the best of the industry, outperforming 92.47% of the companies in the same industry.

		Industry Rank	Sector Rank
Current Ratio	11.09
Quick Ratio	9.8

More info and screens

WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

Show peers with great health

3. Growth

3.1 Past

SI shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -50.86%.
Looking at the last year, SI shows a very strong growth in Revenue. The Revenue has grown by 64.07%.
The Revenue for SI have been decreasing by -18.29% on average. This is quite bad

EPS 1Y (TTM)-50.86%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%N/A

Revenue 1Y (TTM)64.07%

Revenue growth 3Y-43.42%

Revenue growth 5Y-18.29%

Sales Q2Q%N/A

3.2 Future

SI is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -33.80% yearly.
The Revenue is expected to decrease by -15.63% on average over the next years. This is quite bad

EPS Next Y-309.2%

EPS Next 2Y-76.41%

EPS Next 3Y-45.33%

EPS Next 5Y-33.8%

Revenue Next Year-76.23%

Revenue Next 2Y-44.6%

Revenue Next 3Y-26.42%

Revenue Next 5Y-15.63%

3.3 Evolution

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.

More info and screens

Find the best growth stocks

Show best growing peers

4. Valuation

4.1 Price/Earnings Ratio

SI reported negative earnings for the last year, which makes the Price/Earnings Ratio negative.
Besides the negative Price/Earnings Ratio, also the Forward Price/Earnings Ratio is negative for SI. No positive earnings are expected for the next year.

		Industry Rank	Sector Rank
PE	N/A
Fwd PE	N/A

4.2 Price Multiples

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	N/A

4.3 Compensation for Growth

SI's earnings are expected to decrease with -45.33% in the coming years. This may justify a cheaper valuation.

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2Y-76.41%

EPS Next 3Y-45.33%

More info and screens

Show best valued peers

5. Dividend

5.1 Amount

SI does not give a dividend.

		Industry Rank	Sector Rank
Dividend Yield	0%

More info and screens

Find the best dividend stocks

Show peers with best dividend

SHOULDER INNOVATIONS INC

NYSE:SI (1/16/2026, 8:04:00 PM)

13.96

+0.06 (+0.43%)

Chartmill FA Rating

GICS SectorHealth Care

GICS IndustryGroupHealth Care Equipment & Services

GICS IndustryHealth Care Equipment & Supplies

Earnings (Last)11-11 2025-11-11/amc

Earnings (Next)02-12 2026-02-12

Inst Owners75.35%

Inst Owner Change0%

Ins Owners3.95%

Ins Owner Change73.22%

Market Cap287.58M

Revenue(TTM)64.52M

Net Income(TTM)-46.27M

Analysts86.15

Price Target21.22 (52.01%)

Short Float %1.78%

Short Ratio5.2

Dividend

		Industry Rank	Sector Rank
Dividend Yield	0%

Yearly DividendN/A

Dividend Growth(5Y)N/A

DP-45.49%

Div Incr Years0

Div Non Decr Years0

Ex-DateN/A

Surprises & Revisions

EPS beat(2)1

Avg EPS beat(2)-5.09%

Min EPS beat(2)-101.74%

Max EPS beat(2)91.56%

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)1

Avg Revenue beat(2)6.39%

Min Revenue beat(2)-2.8%

Max Revenue beat(2)15.57%

Revenue beat(4)N/A

Avg Revenue beat(4)N/A

Min Revenue beat(4)N/A

Max Revenue beat(4)N/A

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)0.97%

PT rev (3m)6.12%

EPS NQ rev (1m)-1.26%

EPS NQ rev (3m)2.07%

EPS NY rev (1m)-1.45%

EPS NY rev (3m)-18.21%

Revenue NQ rev (1m)0%

Revenue NQ rev (3m)5.29%

Revenue NY rev (1m)0%

Revenue NY rev (3m)5.55%

Valuation

		Industry Rank	Sector Rank
PE	N/A
Fwd PE	N/A
P/S	4.46
P/FCF	N/A
P/OCF	N/A
P/B	1.95
P/tB	1.95
EV/EBITDA	N/A

EPS(TTM)-2.5

EYN/A

EPS(NY)-1.15

Fwd EYN/A

FCF(TTM)N/A

FCFYN/A

OCF(TTM)N/A

OCFYN/A

SpS3.13

BVpS7.18

TBVpS7.17

PEG (NY)N/A

PEG (5Y)N/A

Graham NumberN/A

Profitability

		Industry Rank	Sector Rank
ROA	-26.03%
ROE	-31.3%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	N/A
GM	76.69%
FCFM	N/A

ROA(3y)-15.55%

ROA(5y)-9.14%

ROE(3y)-25.8%

ROE(5y)-12.77%

ROIC(3y)N/A

ROIC(5y)N/A

ROICexc(3y)N/A

ROICexc(5y)N/A

ROICexgc(3y)N/A

ROICexgc(5y)N/A

ROCE(3y)N/A

ROCE(5y)N/A

ROICexgc growth 3YN/A

ROICexgc growth 5YN/A

ROICexc growth 3YN/A

ROICexc growth 5YN/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3YN/A

PM growth 5YN/A

GM growth 3YN/A

GM growth 5YN/A

F-ScoreN/A

Asset Turnover0.36

Health

		Industry Rank	Sector Rank
Debt/Equity	0.1
Debt/FCF	N/A
Debt/EBITDA	N/A
Cap/Depr	N/A
Cap/Sales	N/A
Interest Coverage	N/A
Cash Conversion	N/A
Profit Quality	N/A
Current Ratio	11.09
Quick Ratio	9.8
Altman-Z	5.84

F-ScoreN/A

WACC7.16%

ROIC/WACCN/A

Cap/Depr(3y)137.01%

Cap/Depr(5y)100.16%

Cap/Sales(3y)9.55%

Cap/Sales(5y)6.15%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)-50.86%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%N/A

EPS Next Y-309.2%

EPS Next 2Y-76.41%

EPS Next 3Y-45.33%

EPS Next 5Y-33.8%

Revenue 1Y (TTM)64.07%

Revenue growth 3Y-43.42%

Revenue growth 5Y-18.29%

Sales Q2Q%N/A

Revenue Next Year-76.23%

Revenue Next 2Y-44.6%

Revenue Next 3Y-26.42%

Revenue Next 5Y-15.63%

EBIT growth 1Y-22.2%

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next Year-162.88%

EBIT Next 3Y-33.49%

EBIT Next 5Y-21.76%

FCF growth 1Y-14.26%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y-7.6%

OCF growth 3YN/A

OCF growth 5YN/A

SHOULDER INNOVATIONS INC / SI FAQ

Can you provide the ChartMill fundamental rating for SHOULDER INNOVATIONS INC?

ChartMill assigns a fundamental rating of 3 / 10 to SI.

What is the valuation status for SI stock?

ChartMill assigns a valuation rating of 0 / 10 to SHOULDER INNOVATIONS INC (SI). This can be considered as Overvalued.

What is the profitability of SI stock?

SHOULDER INNOVATIONS INC (SI) has a profitability rating of 2 / 10.

Can you provide the financial health for SI stock?

The financial health rating of SHOULDER INNOVATIONS INC (SI) is 6 / 10.

SHOULDER INNOVATIONS INC (SI) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

More info and screens

SHOULDER INNOVATIONS INC / SI FAQ

Can you provide the ChartMill fundamental rating for SHOULDER INNOVATIONS INC?

What is the valuation status for SI stock?

What is the profitability of SI stock?

Can you provide the financial health for SI stock?