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SHOULDER INNOVATIONS INC (SI) Stock Fundamental Analysis

USA - New York Stock Exchange - NYSE:SI - US82537J1088 - Common Stock

14.78 USD
-0.42 (-2.76%)
Last: 12/8/2025, 8:04:00 PM
Fundamental Rating

4

SI gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 187 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 has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

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2

1. Profitability

1.1 Basic Checks

SI had positive earnings in the past year.
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.
SI Yearly Net Income VS EBIT VS OCF VS FCFSI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -200M -400M

1.2 Ratios

SI has a Return On Assets (-17.59%) which is in line with its industry peers.
Looking at the Return On Equity, with a value of -28.22%, SI is in line with its industry, outperforming 56.68% of the companies in the same industry.
Industry RankSector Rank
ROA -17.59%
ROE -28.22%
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
SI Yearly ROA, ROE, ROICSI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -20 -40 -60

1.3 Margins

The Gross Margin of SI (76.97%) is better than 88.24% of its industry peers.
The Profit Margin and Operating Margin are not available for SI so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 76.97%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
SI Yearly Profit, Operating, Gross MarginsSI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50 -50

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5

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.
SI Yearly Shares OutstandingSI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 5M 10M 15M 20M 25M
SI Yearly Total Debt VS Total AssetsSI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

2.2 Solvency

An Altman-Z score of 5.43 indicates that SI is not in any danger for bankruptcy at the moment.
SI has a better Altman-Z score (5.43) than 79.68% of its industry peers.
A Debt/Equity ratio of 0.35 indicates that SI is not too dependend on debt financing.
SI has a Debt to Equity ratio (0.35) which is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF N/A
Altman-Z 5.43
ROIC/WACCN/A
WACC4.2%
SI Yearly LT Debt VS Equity VS FCFSI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 500M 1B 1.5B

2.3 Liquidity

A Current Ratio of 5.52 indicates that SI has no problem at all paying its short term obligations.
SI has a better Current ratio (5.52) than 80.75% of its industry peers.
SI has a Quick Ratio of 4.15. This indicates that SI is financially healthy and has no problem in meeting its short term obligations.
With a decent Quick ratio value of 4.15, SI is doing good in the industry, outperforming 75.40% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 5.52
Quick Ratio 4.15
SI Yearly Current Assets VS Current LiabilitesSI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M

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6

3. Growth

3.1 Past

SI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 27.34%, which is quite impressive.
SI shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 43.54% yearly.
SI shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -20.50%.
The Revenue has been growing by 25.05% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)27.34%
EPS 3Y21.76%
EPS 5Y43.54%
EPS Q2Q%N/A
Revenue 1Y (TTM)-20.5%
Revenue growth 3Y16.94%
Revenue growth 5Y25.05%
Sales Q2Q%N/A

3.2 Future

Based on estimates for the next years, SI will show a very negative growth in Earnings Per Share. The EPS will decrease by -18.68% on average per year.
SI is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 16.52% yearly.
EPS Next Y-90.2%
EPS Next 2Y-47.1%
EPS Next 3Y-37.1%
EPS Next 5Y-18.68%
Revenue Next Year124.61%
Revenue Next 2Y53.95%
Revenue Next 3Y27.82%
Revenue Next 5Y16.52%

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
The estimated forward Revenue growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
SI Yearly Revenue VS EstimatesSI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 -200M -400M
SI Yearly EPS VS EstimatesSI Yearly EPS VS EstimatesYearly EPS VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 2 -2

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4

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 4.02, the valuation of SI can be described as very cheap.
Compared to the rest of the industry, the Price/Earnings ratio of SI indicates a rather cheap valuation: SI is cheaper than 98.40% of the companies listed in the same industry.
When comparing the Price/Earnings ratio of SI to the average of the S&P500 Index (26.34), we can say SI is valued rather cheaply.
SI is valuated correctly with a Price/Forward Earnings ratio of 14.35.
Based on the Price/Forward Earnings ratio, SI is valued cheaper than 88.24% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 23.56. SI is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 4.02
Fwd PE 14.35
SI Price Earnings VS Forward Price EarningsSI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
SI Per share dataSI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 1 2 3

4.3 Compensation for Growth

SI's earnings are expected to decrease with -37.10% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.09
EPS Next 2Y-47.1%
EPS Next 3Y-37.1%

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0

5. Dividend

5.1 Amount

SI does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

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SHOULDER INNOVATIONS INC

NYSE:SI (12/8/2025, 8:04:00 PM)

14.78

-0.42 (-2.76%)

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)N/A N/A
Inst Owners57.68%
Inst Owner Change540403%
Ins Owners3.99%
Ins Owner Change73.31%
Market Cap304.47M
Revenue(TTM)90.74M
Net Income(TTM)-13.69M
Analysts86.15
Price Target21.01 (42.15%)
Short Float %1.3%
Short Ratio3.35
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP-239.18%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
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)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
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)5.1%
PT rev (3m)8.42%
EPS NQ rev (1m)0%
EPS NQ rev (3m)N/A
EPS NY rev (1m)-37.85%
EPS NY rev (3m)-210.24%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)5.81%
Revenue NY rev (3m)-74.58%
Valuation
Industry RankSector Rank
PE 4.02
Fwd PE 14.35
P/S 9.63
P/FCF N/A
P/OCF N/A
P/B 6.28
P/tB 6.31
EV/EBITDA N/A
EPS(TTM)3.68
EY24.9%
EPS(NY)1.03
Fwd EY6.97%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS1.54
BVpS2.35
TBVpS2.34
PEG (NY)N/A
PEG (5Y)0.09
Graham Number13.96
Profitability
Industry RankSector Rank
ROA -17.59%
ROE -28.22%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 76.97%
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 Turnover0.41
Health
Industry RankSector Rank
Debt/Equity 0.35
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 5.52
Quick Ratio 4.15
Altman-Z 5.43
F-ScoreN/A
WACC4.2%
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)27.34%
EPS 3Y21.76%
EPS 5Y43.54%
EPS Q2Q%N/A
EPS Next Y-90.2%
EPS Next 2Y-47.1%
EPS Next 3Y-37.1%
EPS Next 5Y-18.68%
Revenue 1Y (TTM)-20.5%
Revenue growth 3Y16.94%
Revenue growth 5Y25.05%
Sales Q2Q%N/A
Revenue Next Year124.61%
Revenue Next 2Y53.95%
Revenue Next 3Y27.82%
Revenue Next 5Y16.52%
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 4 / 10 to SI.


Can you provide the valuation status for SHOULDER INNOVATIONS INC?

ChartMill assigns a valuation rating of 4 / 10 to SHOULDER INNOVATIONS INC (SI). This can be considered as Fairly Valued.


What is the profitability of SI stock?

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


What is the valuation of SHOULDER INNOVATIONS INC based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SHOULDER INNOVATIONS INC (SI) is 4.02 and the Price/Book (PB) ratio is 6.28.


How sustainable is the dividend of SHOULDER INNOVATIONS INC (SI) stock?

The dividend rating of SHOULDER INNOVATIONS INC (SI) is 0 / 10 and the dividend payout ratio is -239.18%.