Dead Simple Research
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TMDX
TransMedics Group
GOLD
90 Dead Simple Score
A logistics company with a life-saving payload. Turning organ transport into a scalable system when speed becomes survival.
Base DCF Case
$108 Current: $78.01
TMDX TransMedics Group
GOLD
Why I Own It
I believe TransMedics is building the operating system for organ transplant. The market sees a device company. I see an ecosystem with years of growth ahead. More organs. Better outcomes. Bigger network.
Dead Simple Scorecard Research Date · Jun 11, 2026
Market 88/100
Global organ-transport runway
Team / Execution 87/100
Volatile while scaling
Traction 92/100
Proven tech, hospital adoption
Moat 95/100
Regulatory switching costs
Valuation 93/100
Low end of range, ~16x FCF
Risk 81/100
High debt + concentration
Portfolio Fit 91/100
Asymmetric growth upside
Dead Simple Score Overall conviction call — categories above are component detail, not a sum.
90 GOLD
Dead Simple DCF Open
Bear$75
Base$108
Bull$142
Position AddedJun 15, 2026
Current Return+4.0%
S&P Return-3.3%
Alpha+7.3%
Dead Simple Research TMDX · Open
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