ZBH
Zimmer Biomet
Health Care · Health Care Equipment · US

$83.34
Close 2026-05-15
✓ ETHICAL PASS

NARROW MOAT

HIGH
Data Confidence: 100%
Full financial profile available

Market Cap
$16.1B
Trailing P/E
21.59
Forward P/E
9.27
Rev Growth
+9.3%
Profit Margin
9.1%
ROE
6.1%
Analyst Target
$98.52
Recommendation
HOLD

About Zimmer Biomet

Zimmer Biomet Holdings, Inc., together with its subsidiaries, operates as a medical technology company worldwide. The company designs, manufactures, and markets orthopedic reconstructive products, such as knee and hip products; S.E.T. products, including sports medicine, biologics, foot and ankle, upper extremities, and trauma and CMFT products; sports medicine products for the repair of soft tissue injuries, used in the knee and shoulder; and craniomaxillofacial and thoracic products comprising face and skull reconstruction products, as well as products that fixate and stabilize the bones of the chest to facilitate healing or reconstruction after open-heart surgery, trauma, or for deformities of the chest. It offers technology and data, bone cement, and surgical products; and a suite of integrated digital and robotic technologies that leverage data, data analytics and artificial intelligence. The company’s products and solutions are used to treat patients suffering from disorders of, or injuries to, bones, joints, or supporting soft tissues. It serves orthopedic surgeons, neurosurgeons, hospitals, healthcare institutions, stocking distributors, healthcare dealers, and other specialists, as well as agents, healthcare purchasing organizations, or buying groups. It also offers ROSA Robot, which utilizes robotic technologies to assist a surgeon with implant positioning in total knee arthroplasty or partial knee arthroplasty; and the ZBEdge Platform connects robotic and digital technologies together to collect data before, during and after surgery, that can deliver insights to surgeons to assist in making informed decisions on patient care. The company was formerly known as Zimmer Holdings, Inc. and changed its name to Zimmer Biomet Holdings, Inc. in June 2015. Zimmer Biomet Holdings, Inc. was founded in 1927 and is headquartered in Warsaw, Indiana.

Opportunity Summary
Trading at $83 against a fair value of $108, a 23% discount. Passes all ethical screens. Ranks better than 94% of screened stocks.

Ethical Screen
Business Activity PASS
Debt Ratio (0.33%) PASS
Cash Ratio (0.00%) PASS
Receivables Ratio (0.10%) PASS
Revenue Ratio (0.00%) PASS
Overall PASS
Score Ethical: 85.2
Score Valuation: 90.5
Score Quality: 45.2
Score Combined: 61.5
Fair Value Est: $107.91 · Margin of Safety: +22.8% · Tier: OPPORTUNITY

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation98.1
Quality41.1
Cash Flow82.5
Moat70.0
Balance Sheet82.7
Debt Purity1.3
Liquid Purity100.0
Rev Purity100.0
Compliance59.4
Tier: GOLD · Score: 71.0 · Rank: #259

Earnings History (Last 8 Quarters)
Date EPS Est. Reported EPS Surprise %
2026-08-06 2.01 Pending
2026-04-28 1.86 2.09 +12.2%
2026-02-10 2.40 2.42 +0.9%
2025-11-05 1.87 1.90 +1.8%
2025-08-07 1.18 0.77 -34.7%
2025-05-05 0.87 0.91 +4.2%
2025-02-06 2.29 2.31 +0.8%
2024-10-30 1.74 1.74 +0.2%

Quarterly Financials
Period Revenue Net Income EBITDA Gross Profit Op. Income EPS
2026-03-31 $2.1B $238.1M $640.1M $1.5B $395.1M 1.22
2025-12-31 $2.2B $139.3M $453.9M $1.5B $282.6M
2025-09-30 $2.0B $230.9M $638.2M $1.4B $338.3M 1.17
2025-06-30 $2.1B $152.8M $575.7M $1.5B $396.4M 0.77
2025-03-31 $1.9B $182.0M $549.6M $1.4B $338.9M 0.92
2024-12-31 1.20

Insider Transactions
Date Name Role Shares Value
2026-04-01 NOOR JEHANZEB Officer 6,626
2026-03-12 WINKLER LORI Officer 2,650 $250.8K
2026-03-06 UPADHYAY SUKETU P Chief Financial Officer 14,776
2026-03-06 PHIPPS CHAD F Officer 6,786
2026-03-06 WINKLER LORI Officer 5,634
2026-03-06 VAN ZUILEN WILFRED Officer 7,004
2026-03-06 YI SANG Officer 9,414
2026-03-06 STELLATO PAUL A Officer 1,970
2026-03-06 TORNOS IVAN Chief Executive Officer 34,704
2026-02-25 UPADHYAY SUKETU P Chief Financial Officer 6,364
Top Institutional Holders
Holder Shares Value % Held
Dodge & Cox Inc. 23.5M $2.0B 0.1%
Blackrock Inc. 15.3M $1.3B 0.1%
Harris Associates L.P. 13.0M $1.1B 0.1%
Vanguard Capital Management LLC 12.8M $1.1B 0.1%
Capital International Investors 9.1M $779.7M 0.0%
State Street Corporation 8.8M $754.5M 0.0%
Vanguard Portfolio Management LLC 8.7M $739.6M 0.0%
Price (T.Rowe) Associates Inc 8.0M $684.0M 0.0%
Franklin Resources, Inc. 5.5M $466.2M 0.0%
Geode Capital Management, LLC 5.4M $459.9M 0.0%

Analyst Recommendations
3 Months Ago
2
6
17
27 analysts

2 Months Ago
2
6
17
27 analysts

Last Month
3
6
17
2
29 analysts

Current
2
6
17
27 analysts

Strong Buy
Buy
Hold
Sell
Strong Sell

Additional Fundamentals
Enterprise Value
$23.7B
Price/Book
1.30
Beta
0.473
Analysts
21
Total Revenue (TTM)
$8.4B
Total Debt
$7.6B
Earnings Growth
+34.1%
Dividend Yield
1.2%
Rec. Mean
2.59
Short Ratio
3.97
Short % Float
0.1%
Employees
17,000

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration

The Opportunity
Score 61.5 (P97 — top 3.3% of scored tickers). Narrow Moat. Ethical PASS. 21 analysts at Hold.
Price: $83.34 | Target: $98.52 (+18%) | Fair Value: $107.91 (+29%)

Score
61

Moat
NARROW

Conviction
Standard

Upside
+18%

The Fundamentals
Revenue Growth+9.3%
Profit Margin9.1%
ROE6.1%
Forward P/E9.3
Market Cap$16.1B

Earnings Track Record
Date Estimate Reported Surprise
2026-08-06 $2.01 Pending
2026-04-28 $1.86 $2.09 +12.2%
2026-02-10 $2.40 $2.42 +0.9%
2025-11-05 $1.87 $1.90 +1.8%
2025-08-07 $1.18 $0.77 -34.7%
2025-05-05 $0.87 $0.91 +4.2%
Position Sizing Scenarios
Stop: $70.84 (-15%) | Entry: $83.34
Shares Cost Profit to Target R:R
To Consensus ($98.52, 21 analysts)
10 $833.40 +$151.80 (18%) 1.2R
50 $4,167.00 +$759.00 (18%) 1.2R
100 $8,334.00 +$1,518.00 (18%) 1.2R
To Fair Value ($107.91)
10 $833.40 +$245.70 (29%) 2.0R
50 $4,167.00 +$1,228.50 (29%) 2.0R
100 $8,334.00 +$2,457.00 (29%) 2.0R
Risk Factors
  • Elevated short interest (3.97 days to cover)

The Verdict
Zimmer Biomet passes all ethical screens and holds a narrow competitive moat.

Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
43.2
Risk Grade
LOW_RISK
Layers
8
Quality: CONSISTENT_BEATER,STRONG_EARNINGS_DRIFT

Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.4%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.7%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.55
above 1.0 is good
Max Drawdown
-30.3%
Worst Day

Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
85
Liquidity Grade
HIGHLY LIQUID

Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal

Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
DEATH_CROSS
Bollinger Position
UPPER_HALF
Beta
Relative Volume
Short Interest

Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone

Piotroski F-Score

Earnings Beat Rate
87.5%
Earnings Consistency

Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
Ticker Correlation
BDX 0.444
ENOV 0.437
TREX 0.419
MDT 0.410
SYK 0.409
Inverse Correlated
Ticker Correlation
LPTVQ -0.328
4140.SR -0.166
BEYOUT.KW -0.154
ARGAN.KW -0.142
OSOUL.KW -0.140

Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Wednesday
Best Month
Aug
Worst Month
Apr
Fri-Mon Effect
0.3379541773247556

Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+2.7%
Beat Drift Positive %
83.3%
Consistency

Momentum Rankings

How does this ticker’s recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-7.5%
3M Return
-15.2%
6M Return
-4.7%
12M Return
-7.0%
Momentum Rank
#3697
Momentum Signal
DOWN

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