u/Idntevncare ·
Reddit — r/ValueInvesting
· August 07, 2026 at 03:16
· ⬆ 16 pts
· 💬 22 comments
| View on Reddit ↗
AI Summary
Summary
The author argues that the healthcare sector is currently undervalued and poised for significant growth due to an aging population and the integration of AI technologies.
The post highlights MMED as a specific value play based on a relative valuation comparison to DXCM, while also recommending broad healthcare ETFs for safer exposure.
Quality assessment: Speculation mixed with basic fundamental comparisons; lacks deep, rigorous due diligence but provides a clear macro thesis.
Score16
Comments22
Upvote %83%
▶ Full Post Text
Over the past 6 months I've been buying healthcare and I really believe the sector as a whole is "undervalued" and will soon be one of the next really big money makers. Healthcare recently had a pretty nice dip and has been building up momentum.
to get the obvious one out of the way; The companies that can leverage AI into their products and business will see big gains. these are the kind of products AI can really be useful and potentially life saving. Once investors start to focus more on that aspect of AI, the companies making the life saving tech will be HUGE! so I'm wondering if I can find the NVDA of healthcare - The company with a monopoly on saving/extending lives.
A very large generation of people are reaching that age where constant healthcare is a must. so there is basically "guaranteed" growth for the next decade at least.
some individual stocks that i find of "good value" would be MDT, REGN, MMED, ABT..
MMED is actually a recent IPO with a small market cap (5B) and good PE (27) for a growing company. I can definitely see this company doubling to a 10B or 15B market cap in the next couple years. DXCM is worth 31B and they only make $1.5B (4.6B) more in revenue than MMEDs $3.1B
honestly tho if you really dont want to pick individual stocks, you cannot go wrong with the ETFs (IBB,IXJ,VHT,XLV)
cheers!
MMED is a recent IPO with a $5B market cap, a 27 PE ratio, and $3.1B in revenue. Peer DXCM has a $31B market cap with only $1.5B more in revenue ($4.6B), highlighting a massive valuation gap. MMED is significantly undervalued relative to its revenue and has the potential to double or triple in market cap. As a recent IPO, it may face volatility; execution risks in scaling operations to match larger peers.
A massive generation is reaching an age where constant healthcare is a necessity. This demographic shift, combined with new AI tech, creates "guaranteed" growth for the sector over the next decade. Broad healthcare ETFs (like XLV, VHT, IBB, IXJ) offer a safe, high-probability way to capture this macro trend. Political/regulatory changes to healthcare pricing; AI integration taking longer than expected to yield profits.
This Reddit post, published August 07, 2026,
features u/Idntevncare
discussing MMED, XLV.
2 trade ideas extracted by AI with direction and confidence scoring.