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Medline Inc. (MDLN) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Healthcare · Medical Instruments & Supplies

Hold if already holding. Not a fresh buy at $35.67, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Vizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P. (GPOs) (69.0%); Concentration risk — Customer: Prime Vendor agreements (63.4%).

Medline is the largest provider of medical-surgical products and supply chain solutions, offering approximately 335,000 products across Medline Brand and Supply Chain Solutions segments to hospitals, surgery centers, physician offices, and post-acute settings. In 2025, 69% of... Read more

$35.67+30.4% A.UpsideScore 5.8/10#8 of 25 Medical Instruments & Supplies
QualityF-score8 / 9FCF yield
Stop $34.64Target $46.60(analyst − 10%)A.R:R 2.8:1
Analyst target$51.78+45.2%27 analysts
$46.60our TP
$35.67price
$51.78mean
$62

Hold if already holding. Not a fresh buy at $35.67, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Vizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P. (GPOs) (69.0%); Concentration risk — Customer: Prime Vendor agreements (63.4%). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Mixed signals. Hold existing position. Score 5.8/10, moderate confidence.

Passes 7/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news boost analyst 0.60, earnings proximity 79d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: moderate.

Recent Developments — Medline Inc.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
Sector modifier (Healthcare): +0.5
Attractive valuation
Strong growth profile
Risks
Concentration risk — Customer: Vizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P. (GPOs) (69.0%)
Concentration risk — Customer: Prime Vendor agreements (63.4%)
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3)

Key Metrics

P/E (TTM)31.7
P/E (Fwd)21.8
Mkt Cap$30.6B
EV/EBITDA16.1
Profit Mgn3.3%
ROE6.1%
Rev Growth10.7%
Beta
DividendNone
Rating analysts34

Quality Signals

Piotroski F8/9MoatNarrow

Concentration Risks(10-K Item 1A)

  • HIGHCustomerVizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P. (GPOs)69%
    10-K Item 1A: '69% of consolidated net sales ... under contract with our largest GPOs: Vizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P.'
  • HIGHCustomerPrime Vendor agreements63%
    10-K Item 1A: 'Our active Prime Vendor agreements as of December 31, 2025 generated approximately 63.4% ($18.0 billion) of net sales'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Ma Position
2.5
Rsi
3.0
Obv
10.0
Capitulation risk (RSI 20, below 200MA)Volume accumulation (rising OBV)
GatesMomentum 3.1<4.5A.R:R 2.8 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.60EARNINGS PROXIMITY 79d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
20 · Oversold
20D MA 50D MA 200D MASupport $35.71Resistance $49.13

Price Targets

$35
$47
A.Upside+30.6%
A.R:R2.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.1/10 — below 4.5 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-05 (79d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MDLN stock a buy right now?

Hold if already holding. Not a fresh buy at $35.67, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Vizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P. (GPOs) (69.0%); Concentration risk — Customer: Prime Vendor agreements (63.4%). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Mixed signals. Hold existing position. Target $46.60 (+30.6%), stop $34.64 (−3.0%), A.R:R 2.8:1. Score 5.8/10, moderate confidence.

What is the MDLN stock price target?

Take-profit target: $46.60 (+30.4% upside). Target $46.60 (+30.6%), stop $34.64 (−3.0%), A.R:R 2.8:1. Stop-loss: $34.64.

What are the risks of investing in MDLN?

Concentration risk — Customer: Vizient Supply, LLC, HealthTrust Purchasing Group, L.P., and Premier Healthcare Alliance, L.P. (GPOs) (69.0%); Concentration risk — Customer: Prime Vendor agreements (63.4%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3).

Is MDLN overvalued or undervalued?

Medline Inc. trades at a P/E of 31.7 (forward 21.8). TrendMatrix value score: 7.1/10. Verdict: Hold.

What do analysts say about MDLN?

34 analysts cover MDLN with a consensus score of 4.1/5. Average price target: $52.

What does Medline Inc. do?Medline is the largest provider of medical-surgical products and supply chain solutions, offering approximately 335,000...

Medline is the largest provider of medical-surgical products and supply chain solutions, offering approximately 335,000 products across Medline Brand and Supply Chain Solutions segments to hospitals, surgery centers, physician offices, and post-acute settings. In 2025, 69% of consolidated net sales came through member hospitals under GPO contracts with Vizient, HealthTrust, and Premier; Prime Vendor agreements generated 63.4% ($18.0B) of net sales.

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