Bausch + Lomb (BLCO) is in focus after launching PreserVision AREDS3 eye vitamins in the U.S., a new formula that combines established AREDS2 nutrients with an added B vitamin complex for age related macular degeneration.
See our latest analysis for Bausch + Lomb.
At a share price of US$16.20, recent 90 day share price returns are down 8.22%. However, the 1 year total shareholder return of 44.77% suggests earlier momentum that has cooled in recent months as product launches like PreserVision AREDS3 and Bi-Blade+ roll out.
If this kind of healthcare innovation has your attention, it could be a good moment to widen your watchlist with 30 healthcare AI stocks
With revenue of US$5.2b, a reported loss of US$219 million and the stock trading at US$16.20, the real question is whether that 52% intrinsic discount hints at mispricing or if the market is already factoring in future growth.
Most Popular Narrative: 58.7% Undervalued
According to CG86's narrative, a fair value of $39.23 versus the last close at $16.20 points to a wide valuation gap that hinges on future profitability and margins.
After reviewing historical filings, industry norms, and comparable companies:
A. This delay is unprecedented for this company.
There is no prior instance of an AGM result blackout of this length.
B. This delay is highly unusual for any public company.
AGM results are procedural, routine, and expected.
C. The lack of communication increases governance risk.
Shareholders cannot assess leadership legitimacy without vote results.
D. The silence itself becomes material.
When a company withholds information that is normally disclosed, the absence of disclosure becomes a signal.
The fair value hinges on revenue expansion, margin repair, and a shift from losses to profits under a specific discount rate and future earnings multiple. Curious which assumptions carry the most weight and how they connect to that $39.23 figure and the implied 58.7% discount.
Result: Fair Value of $39.23 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this story only holds if governance concerns around the AGM blackout ease and the company can address ongoing losses despite US$5.2b in revenue.
Find out about the key risks to this Bausch + Lomb narrative.
Next Steps
If this narrative has raised more questions than answers, review the full data set, stress test the assumptions, and see why some investors highlight 3 key rewards
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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