StockStory Flags Weak Returns and Margins at Three Healthcare Firms

StockStory named Teleflex, LifeStance Health Group and Repligen as healthcare stocks it views with concern, citing weak operating trends and returns on capital. The publisher noted healthcare stocks had returned 37% over the previous six months, outpacing the S&P 500 by 20.7 percentage points.

For Teleflex, StockStory pointed to disappointing constant-currency revenue growth over two years and a 6.5% annual decline in earnings per share over five years. It also said returns on capital had weakened. The article listed shares at $126.07 and a forward price-to-earnings ratio of 13.6.

LifeStance’s weak free cash flow margin, averaging 3% over five years, was among StockStory’s concerns. The publisher also cited negative returns on capital and a $1.58 billion revenue base it described as small relative to larger rivals. Shares were listed at $11.91, with a 29.1 forward P/E.

For Repligen, StockStory highlighted a 16.2 percentage-point drop in adjusted operating margin over five years and an annual 3.8% decline in earnings per share. It also cited shrinking returns on capital. The article listed the stock at $178.88 and an 84.9 forward P/E.