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    A Look At Enovis (ENOV) Valuation After Creating A New Chief Administrative Officer Role

    Simply Wall St·01/07/2026 03:30:27
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    Enovis (ENOV) has created a new Chief Administrative Officer role and appointed former McKinsey senior partner Oliver Engert, in a leadership move aimed at sharpening strategy, efficiency and capital discipline after recent operational challenges.

    See our latest analysis for Enovis.

    At a share price of US$27.92, Enovis has seen a 3.3% 1 day and 3.3% 30 day share price return, but its 1 year total shareholder return of 37.6% and 5 year total shareholder return of 60.0% decline suggest momentum has been weak. This puts extra attention on whether the new Chief Administrative Officer can shift expectations around growth and execution.

    If this kind of leadership reset has you thinking about where else capital might work harder, it could be worth scanning healthcare stocks for other medical and healthcare names catching investor interest.

    With Enovis trading at US$27.92 and sitting at a very large discount to analyst targets and some intrinsic estimates, investors now face the key question: is this a reset opportunity, or is the market already pricing in any future recovery?

    Most Popular Narrative Narrative: 40.6% Undervalued

    Against Enovis' last close of US$27.92, the most followed narrative anchors on a fair value of US$47, which frames the current discount clearly.

    Operational excellence initiatives in Enovis's orthopedic and reconstructive segments, including adoption of a disciplined business system (EGX), targeted resource allocation, and optimization of manufacturing and supply chain are driving ongoing gross margin expansion and improved free cash flow conversion, supporting improved earnings and deleveraging despite near-term headwinds (e.g., tariffs).

    Read the complete narrative.

    Want to see what kind of revenue path and margin reset could support that fair value? The narrative focuses on potential future profitability and a richer earnings multiple. Curious how those pieces might fit together and what they could imply for shareholder returns over time?

    Result: Fair Value of $47 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, the goodwill impairment of about US$548.4 million and lower 2025 revenue guidance serve as a reminder of how integration issues and softer demand assumptions could derail that optimism.

    Find out about the key risks to this Enovis narrative.

    Build Your Own Enovis Narrative

    If you are not fully on board with this story or simply prefer to rely on your own work, you can pull the numbers together, stress test your assumptions, and build a fresh thesis in just a few minutes, then Do it your way.

    A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Enovis.

    Looking for more investment ideas?

    If Enovis has sharpened your thinking but you want a wider watchlist, it is worth lining up a few different angles before you commit fresh capital.

    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.