ZBH Stock Financial Analysis - Zimmer Biomet Holdings, Inc. (SWX) Stock

Overview

Zimmer Biomet Holdings, Inc., based in the United States, specializes in the design, manufacture, and marketing of orthopedic reconstructive products, sports medicine, biologics, extremities and trauma products, office-based technologies, spine, craniomaxillofacial, and thoracic products, dental implants, and related surgical products. As a leader in the medical devices sector, the company focuses heavily on musculoskeletal healthcare. Zimmer Biomet is renowned for its innovative solutions that enhance patient outcomes in hospitals and clinics worldwide. Key projects involve the development of technologies that improve the precision and recovery times of orthopedic surgeries, alongside significant investments in robotics and data analytics to optimize surgical efficiency and patient care. These initiatives underscore Zimmer Biomet's commitment to advancing healthcare through cutting-edge medical technology.

Quality, Value, Momentum Scores

This card shows the Quality, Value, and Momentum scores for the company

Quality

The QualityScore is a proprietary scoring model that identifies high quality companies, based on cash generating efficiencies.

Value

Proprietary scoring model that ranks companies based on their relative valuation. Scores range from 0 to 100, with 100 being the most undervalued.

Momentum

Proprietary scoring model that ranks companies on their six-month momentum.

Fund Sentiment

The Fund Sentiment (fka Ownership) score is a proprietary quantitative model that ranks companies based on levels of ownership accumulation.

QVM

The QVM Score is a proprietary scoring model that combines Quality, Value, and Momentum into a single metric that ranks companies from 0 to 100.

Income Statement: Revenue, Operating Income, Net Income

The revenue for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 7,833.80 MM.
The operating income for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 1,547.90 MM.
The net income for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 823.50 MM.

Period End (TTM)	Revenue (MM)	Operating Income (MM)	Net Income (MM)
2025-06-30	7,833.80	1,547.90	823.50
2025-03-31	7,698.50	1,542.30	913.40
2024-12-31	7,678.60	1,594.00	903.80
2024-09-30	7,595.50	1,590.60	1,083.50
2024-06-30	7,524.80	1,563.90	997.10
2024-03-31	7,452.40	1,523.10	963.90
2023-12-31	7,394.20	1,505.40	1,024.00
2023-09-30	7,279.20	1,433.00	474.30
2023-06-30	7,195.50	1,411.10	505.60
2023-03-31	7,107.70	1,384.60	449.70
2022-12-31	6,939.90	1,286.20	231.40
2022-09-30	6,892.00	1,244.90	277.90
2022-06-30	6,907.60	1,277.50	229.50
2022-03-31	6,889.10	1,206.20	217.70
2021-12-31	6,827.30	1,222.40	401.60
2021-09-30	7,135.40	1,252.40	819.30
2021-06-30	7,379.30	1,294.40	916.20
2021-03-31	6,842.10	933.40	567.70
2020-12-31	6,127.50	893.00	-138.90
2020-09-30	7,064.90	963.20	-151.90
2020-06-30

Income Statement: EPS

Period End (TTM)	Earnings Per Share Basic	Earnings Per Share Diluted
2025-06-30
2025-03-31
2024-12-31	4.45	4.43
2024-09-30	5.28	5.26
2024-06-30	4.82	4.80
2024-03-31	4.64	4.62
2023-12-31	4.91	4.88
2023-09-30	2.27	2.26
2023-06-30	2.41	2.40
2023-03-31	2.15	2.14
2022-12-31	1.10	1.10
2022-09-30	1.33	1.33
2022-06-30	1.10	1.09
2022-03-31	1.04	1.04
2021-12-31	1.93	1.91
2021-09-30	3.93	3.91
2021-06-30	4.41	4.39
2021-03-31	2.74	2.73
2020-12-31	-0.67	-0.67
2020-09-30	-0.74	-0.74
2020-06-30	0.18	0.18

Cash Flow: Operations, Investing, Financing

The cash from operating activities for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 1,663.00 MM.
The cash from investing activities for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is -1,936.50 MM.
The cash from financing activities for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 396.70 MM.

Period End (TTM)	Cash From Operating Activities (MM)	Cash From Investing Activities (MM)	Cash From Financing Activities (MM)
2025-06-30	1,663.00	-1,936.50	396.70
2025-03-31	1,654.20	-799.10	141.00
2024-12-31	1,499.40	-888.10	-484.50
2024-09-30	1,581.50	-817.70	-495.30
2024-06-30	1,523.40	-828.40	-589.40
2024-03-31	1,501.90	-824.50	-606.90
2023-12-31	1,581.60	-778.90	-763.50
2023-09-30	1,237.40	-670.60	-825.50
2023-06-30	1,350.60	-590.20	-823.40
2023-03-31	1,355.20	-590.30	-860.00
2022-12-31	1,284.70	-529.20	-843.80
2022-09-30	1,406.20	-562.90	-1,186.20
2022-06-30	1,388.50	-602.90	-1,418.40
2022-03-31	1,489.90	-469.60	-1,300.70
2021-12-31	1,499.20	-503.60	-1,306.00
2021-09-30	1,558.60	-673.30	-936.50
2021-06-30	1,506.80	-639.50	-553.00
2021-03-31	1,000.10	-614.90	-2,110.40
2020-12-31	1,204.50	-613.80	-421.80
2020-09-30	1,202.70	-435.90	-318.20
2020-06-30

Valuation Metrics : PE, PriceToBook, PriceToTBV

P/Book: The current closing price divided by the book value per share.

P/TBV: The current price divided by the tangible book value per share.

Period End (TTM)	p/e	P/Book	P/TBV
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30

Valuation Metrics : EBitToEv, EBit3YrAvgToEv

Period End (TTM)	EBIT/EV	EBIT (3y)/EV
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30

Management Effectiveness

The roa for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 0.04.
The roe for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 0.06.
The roic for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 0.05.
The croic for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 0.05.
The ocroic for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 0.08.

Period End (TTM)	ROA	ROE	ROIC	CROIC	OCROIC
2025-06-30	0.04	0.06	0.05	0.05	0.08
2025-03-31	0.04	0.07	0.05	0.01	0.08
2024-12-31	0.05	0.07	0.06	0.01	0.08
2024-09-30	0.05	0.09	0.05	0.01	0.08
2024-06-30	0.05	0.08	0.05	0.00	0.08
2024-03-31	0.05	0.09	0.06	0.00	0.09
2023-12-31	0.02	0.04	0.03	-0.01	0.07
2023-09-30	0.02	0.04	0.03	-0.00	0.07
2023-06-30	0.02	0.04	0.03	-0.00	0.07
2023-03-31	0.02	0.04	0.02	-0.01	0.07
2022-12-31	0.01	0.02	0.01	-0.01	0.07
2022-09-30	0.01	0.02	0.02	-0.02	0.08
2022-06-30	0.01	0.02	0.01	-0.04	0.08
2022-03-31	0.01	0.02	0.01	-0.02	0.08
2021-12-31	0.02	0.03	0.02	-0.02	0.07
2021-09-30	0.03	0.07	0.04	-0.00	0.08
2021-06-30	0.04	0.08	0.04	0.02	0.07
2021-03-31	0.02	0.05	0.03	-0.08	0.05
2020-12-31	-0.01	-0.01	-0.01	0.01	0.06
2020-09-30	-0.01	-0.01	-0.01	0.02	0.06
2020-06-30	0.00	0.00	0.00	0.02	0.07

Gross Margins

The gross margin for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 0.71.
The net margin for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 0.12.
The operating margin for Zimmer Biomet Holdings, Inc. as of 30 June 2025 is 0.20.

Gross Margin: The Gross Margin is the ratio of revenue left after substracting the Cost of Goods Sold. It is calculated as 1.0 - (Revenue - COGS ) / Revenue.

Net Margin: The Net Margin (aka Profit Margin) is the ratio of revenue left after substracting the Net Income. It is calculated as Net Income / Revenue.

Operating Margin: The Operaing Margin is the ratio of revenue left after substracting the Operating Income. It is calculated as Operating Income / Revenue.

Period End (TTM)	Gross Margin	Net Margin	Operating Margin
2025-06-30	0.71	0.12	0.20
2025-03-31	0.72	0.12	0.21
2024-12-31	0.72	0.14	0.21
2024-09-30	0.72	0.13	0.21
2024-06-30	0.72	0.13	0.20
2024-03-31	0.72	0.14	0.20
2023-12-31	0.71	0.07	0.19
2023-09-30	0.72	0.07	0.19
2023-06-30	0.72	0.07	0.19
2023-03-31	0.71	0.06	0.19
2022-12-31	0.71	0.03	0.18
2022-09-30	0.70	0.04	0.16
2022-06-30	0.70	0.03	0.17
2022-03-31	0.70	0.03	0.16
2021-12-31	0.71	0.05	0.16
2021-09-30	0.71	0.10	0.17
2021-06-30	0.71	0.12	0.18
2021-03-31	0.70	0.08	0.13
2020-12-31	0.70	-0.02	0.13
2020-09-30	0.70	-0.02	0.14
2020-06-30	0.71	0.01	0.13

AT:ZBH
IT:1ZBH	€ 91,00
MX:ZBH
GB:0QQD
DE:ZIM	€ 89,54
US:ZBH	US$ 105,73