Buffett Brain · Research note
Score updated 5 Oct 2026
QS51.DE· Healthcare
Straumann
Straumann's strong ROIC and operating margins suggest a solid moat, but valuation at 45x P/E is a concern.
Buffett fit
Partial fit
Owner
63
Durability
80
Management
68
Price
0
Score updated 5 Oct 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Healthcare stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
Owning 100% of Straumann would involve focusing on maintaining its brand strength and expanding its market share in dental solutions.
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Straumann's durability is supported by a consistent 5-year profitability and a diversified product line.
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With a minimal share count CAGR of 0.04% and no significant or dividend programs, Straumann's appears conservative.
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The current valuation with an earnings yield of 2.21% and yield of 1.74% seems stretched.
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- The 5-year price target and the return it implies
- What would change the call
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For and against
The strongest points on each side, with the numbers behind them.
In its favor
8- 1 of 15.2% is top-quintile in the healthcare sector.
- 2 of 21.1% exceeds the sector's top-quintile cutoff of 16.2%.
- 3Interest coverage ratio of 30.8 indicates strong financial health.
- 4Debt/Equity ratio of 0.19 shows conservative .
Concerns
7- 1 of 45.2 suggests high growth expectations are priced in.
- 2 yield of 1.74% is below the desired threshold.
- 3 of 68.6% is below the sector's top-quintile cutoff of 77.9%.
- 4No visible or dividend yield, limiting shareholder returns.
Price history
$96.50-82.5%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
Straumann Holding AG provides dental implants and orthodontic solutions worldwide, operating through various regional segments. With a revenue of $2.61B and a net income of $355.92M, the company achieves a 13.66% net margin. Its product range includes dental implants, CADCAM prosthetics, and clear aligners, contributing to a 68.58% . The unit economics reveal a business with and efficient operations.
How this analysis has moved
The call has held across 2 reviews.
Sep 27, 2026 → Oct 4, 2026
What other investors would say
The same company, judged by three other documented playbooks.
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