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@UndyingValue 3 weeks ago

Summary of Owlet vs Masimo fundamentals and valuation

Summary of Owlet vs Masimo fundamentals and valuation

Zacks posted a comparison between Owlet and Masimo. They are both in the patient monitoring space but have different risk profiles. Owlet (OWLT) is the growth play. They just posted 45% revenue growth for Q3 2025 and hit their first operating profit. They are shifting to a subscription model with the Dream Sock, and the stock is up over 70% in the last six months. Masimo (MASI) is the stable hospital incumbent. They divested their consumer audio business to focus on healthcare. They have better cash flow and buybacks, but growth is slower at mid-single digits. The stock is down about 12% recently. Owlet currently trades at 1.75x sales compared to 4.54x for Masimo. The report leans toward Owlet as the better buy right now due to the growth trajectory and valuation gap.
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