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CONMED Corp (CNMD) Stock Fundamental Analysis & AI Rating 2026

CNMD NYSE Electromedical & Electrotherapeutic Apparatus DE CIK: 0000816956
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 29, 2026 (in 13 days) • After-hours ET • EPS est. $0.82 (vs $0.95 prior year) • All earnings →
Combined AI Rating
SELL
74% Confidence
AGREEMENT
HOLD
65% Conf
SELL
82% Conf

📊 CNMD Key Takeaways

Revenue: $1.4B
Net Margin: 3.4%
Free Cash Flow: $150.9M
Current Ratio: 2.14x
Debt/Equity: 0.81x
EPS: $1.51
AI Rating: HOLD with 65% confidence
CONMED Corp (CNMD) receives a SELL rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.4B, net profit margin of 3.4%, and return on equity (ROE) of 4.6%, CONMED Corp demonstrates mixed fundamentals in the Healthcare sector. Below is our complete CNMD stock analysis for 2026.

Is CONMED Corp (CNMD) a Good Investment?

Claude

CNMD demonstrates solid operational cash generation (FCF margin 11%) and healthy liquidity (2.14x current ratio), but faces significant headwinds including flat revenue growth, sharp net income decline (-64.5% YoY), and weakening profitability margins (net margin 3.4%). The company's leverage remains manageable at 0.81x debt-to-equity, though deteriorating earnings quality requires monitoring of operational execution and market demand.

ChatGPT

CONMED’s fundamentals show a mixed but weakening profile: revenue was flat while net income and diluted EPS fell sharply, indicating significant pressure below the gross profit line. Although the company still generates solid free cash flow and maintains acceptable liquidity, low net margins, weak returns on capital, and only moderate interest coverage point to constrained earnings quality and elevated balance sheet risk.

Why Buy CONMED Corp Stock? CNMD Key Strengths

Claude
  • + Strong free cash flow generation of $150.9M with 11% FCF margin indicates robust operational efficiency
  • + Solid liquidity position with 2.14x current ratio and quick ratio of 1.01x supports financial stability
  • + Healthy gross margin of 54.6% reflects underlying product competitiveness and pricing power in medical device market
  • + Moderate leverage at 0.81x debt-to-equity with 3.3x interest coverage provides financial flexibility
ChatGPT
  • + Solid free cash flow generation with $150.88M of FCF and an 11.0% FCF margin
  • + Healthy gross margin of 54.6%, showing underlying product-level profitability
  • + Adequate liquidity with a 2.14x current ratio and 1.01x quick ratio

CNMD Stock Risks: CONMED Corp Investment Risks

Claude
  • ! Revenue stagnation at 1.4B with 0% YoY growth signals market saturation or competitive pressure in electromedical apparatus segment
  • ! Severe net income decline of -64.5% YoY and sharp drop in diluted EPS to $1.51 indicate operational challenges or non-recurring charges requiring clarification
  • ! Deteriorating net margin of 3.4% reflects compressed profitability despite stable gross margins, suggesting rising operating expenses or tax burden
  • ! Low ROE of 4.6% and ROA of 2.0% indicate inefficient capital deployment relative to equity and asset base
  • ! Minimal cash position of $40.8M relative to $1.3B liabilities limits financial flexibility for strategic investments or downturns
ChatGPT
  • ! Net income declined 64.5% year over year despite flat revenue, signaling major earnings deterioration
  • ! Leverage remains meaningful with $834.23M of long-term debt and only 3.3x interest coverage
  • ! Profitability is weak with a 3.4% net margin, 4.6% ROE, and 2.0% ROA

Key Metrics to Watch

Claude
  • * Revenue growth acceleration - must demonstrate organic growth resumption to validate market demand
  • * Net income trajectory - critical to understand whether -64.5% decline is temporary or structural
  • * Operating margin stability - monitor if 7.5% margin holds or continues compressing
  • * Free cash flow sustainability - validate that $150.9M FCF can be maintained with current capital efficiency
  • * Debt reduction progress - track deleveraging toward lower debt-to-equity given low profitability
ChatGPT
  • * Operating margin and net income recovery
  • * Interest coverage and long-term debt reduction

CONMED Corp (CNMD) Financial Metrics & Key Ratios

Revenue
$1.4B
Net Income
$47.1M
EPS (Diluted)
$1.51
Free Cash Flow
$150.9M
Total Assets
$2.3B
Cash Position
$40.8M

💡 AI Analyst Insight

Strong liquidity with a 2.14x current ratio provides a solid financial cushion.

CNMD Profit Margin, ROE & Profitability Analysis

Gross Margin 54.6%
Operating Margin 7.5%
Net Margin 3.4%
ROE 4.6%
ROA 2.0%
FCF Margin 11.0%

CNMD vs Healthcare Sector: How CONMED Corp Compares

How CONMED Corp compares to Healthcare sector averages

Net Margin
CNMD 3.4%
vs
Sector Avg 12.0%
CNMD Sector
ROE
CNMD 4.6%
vs
Sector Avg 15.0%
CNMD Sector
Current Ratio
CNMD 2.1x
vs
Sector Avg 2.0x
CNMD Sector
Debt/Equity
CNMD 0.8x
vs
Sector Avg 0.6x
CNMD Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is CONMED Corp Stock Overvalued? CNMD Valuation Analysis 2026

Based on fundamental analysis, CONMED Corp shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
4.6%
Sector avg: 15%
Net Profit Margin
3.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.81x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

CONMED Corp Balance Sheet: CNMD Debt, Cash & Liquidity

Current Ratio
2.14x
Quick Ratio
1.01x
Debt/Equity
0.81x
Debt/Assets
55.6%
Interest Coverage
3.30x
Long-term Debt
$834.2M

CNMD Revenue & Earnings Growth: 5-Year Financial Trend

CNMD 5-year financial data: Year 2021: Revenue $1.0B, Net Income $28.6M, EPS $0.97. Year 2022: Revenue $1.0B, Net Income $9.5M, EPS $0.32. Year 2023: Revenue $1.2B, Net Income $62.5M, EPS $1.94. Year 2024: Revenue $1.3B, Net Income -$80.6M, EPS $-2.68. Year 2025: Revenue $1.4B, Net Income $64.5M, EPS $2.04.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: CONMED Corp's revenue has grown significantly by 36% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.04 reflects profitable operations.

CNMD Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.0%
Free cash flow / Revenue

CNMD Quarterly Earnings & Performance

Quarterly financial performance data for CONMED Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $316.7M $2.9M $0.09
Q2 2025 $332.1M $21.4M $0.69
Q1 2025 $312.3M $6.0M $0.19
Q3 2024 $304.6M $15.8M $0.50
Q2 2024 $317.7M $13.7M $0.43
Q1 2024 $295.5M $1.8M $0.06
Q3 2023 $275.1M $15.8M $0.50
Q2 2023 $277.2M $13.7M $0.43

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CONMED Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$170.7M
Cash generated from operations
Capital Expenditures
$19.8M
Investment in assets
Dividends Paid
$24.7M
Returned to shareholders

CNMD SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for CONMED Corp (CIK: 0000816956)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 DEF 14A cnmd-20260407.htm View →
Apr 2, 2026 4 xslF345X06/form4.xml View →
Mar 13, 2026 8-K ea0280482-8k_conmed.htm View →
Mar 10, 2026 4 xslF345X05/form4.xml View →
Mar 4, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about CNMD

What is the AI rating for CNMD?

CONMED Corp (CNMD) has a Combined AI Rating of SELL from Claude (HOLD) and ChatGPT (SELL) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CNMD's key strengths?

Claude: Strong free cash flow generation of $150.9M with 11% FCF margin indicates robust operational efficiency. Solid liquidity position with 2.14x current ratio and quick ratio of 1.01x supports financial stability. ChatGPT: Solid free cash flow generation with $150.88M of FCF and an 11.0% FCF margin. Healthy gross margin of 54.6%, showing underlying product-level profitability.

What are the risks of investing in CNMD?

Claude: Revenue stagnation at 1.4B with 0% YoY growth signals market saturation or competitive pressure in electromedical apparatus segment. Severe net income decline of -64.5% YoY and sharp drop in diluted EPS to $1.51 indicate operational challenges or non-recurring charges requiring clarification. ChatGPT: Net income declined 64.5% year over year despite flat revenue, signaling major earnings deterioration. Leverage remains meaningful with $834.23M of long-term debt and only 3.3x interest coverage.

What is CNMD's revenue and growth?

CONMED Corp reported revenue of $1.4B.

Does CNMD pay dividends?

CONMED Corp pays dividends, with $24.7M distributed to shareholders in the trailing twelve months.

Where can I find CNMD SEC filings?

Official SEC filings for CONMED Corp (CIK: 0000816956) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CNMD's EPS?

CONMED Corp has a diluted EPS of $1.51.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CNMD a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, CONMED Corp has a SELL rating with 74% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CNMD stock overvalued or undervalued?

Valuation metrics for CNMD: ROE of 4.6% (sector avg: 15%), net margin of 3.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CNMD stock in 2026?

Our dual AI analysis gives CONMED Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CNMD's free cash flow?

CONMED Corp's operating cash flow is $170.7M, with capital expenditures of $19.8M. FCF margin is 11.0%.

How does CNMD compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 3.4% (avg: 12%), ROE 4.6% (avg: 15%), current ratio 2.14 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI