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    CorMedix (CRMD): Reassessing Valuation After Strong Multi‑Year Share Price Performance

    Simply Wall St·12/18/2025 03:23:33
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    CorMedix (CRMD) has quietly delivered a strong year so far, and investors are starting to ask whether the recent share performance lines up with the company’s growth profile and risk-reward trade off.

    See our latest analysis for CorMedix.

    With the share price now at $11.45, CorMedix has seen a punchy year to date, with a 39.29% year to date share price return and a standout 3 year total shareholder return of 189.87%. This suggests momentum has been building as investors reassess its growth and risk profile.

    If CorMedix has caught your eye, this could be a good moment to scan similar names in the sector and explore other promising opportunities across healthcare stocks.

    But with the shares trading well below analyst targets despite rapid multi year gains, is CorMedix still flying under the radar and undervalued, or are investors already pricing in the next leg of its growth story?

    Most Popular Narrative Narrative: 39.7% Undervalued

    With CorMedix last closing at $11.45 and the most followed narrative pointing to a $19 fair value, the gap between price and projections is striking.

    Integration of Melinta's established hospital commercial infrastructure with CorMedix's assets is expected to unlock $35 to $45 million in annual operating expense synergies, improving gross and net margins through increased operational efficiency and economies of scale. Broadening the product portfolio in anti-infectives directly aligns with rising concerns over antimicrobial resistance, increasing the market value and healthcare priority for preventive therapies like DefenCath and REZZAYO, which should drive market penetration and support pricing power and long-term profitability.

    Read the complete narrative.

    Curious how a single integration, aggressive top line growth, fatter margins and a surprisingly low future earnings multiple all combine into that bold fair value? Read on.

    Result: Fair Value of $19 (UNDERVALUED)

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

    However, elevated execution and integration risks around the Melinta deal, along with heavier debt and potential trial setbacks, could quickly undermine this optimistic valuation path.

    Find out about the key risks to this CorMedix narrative.

    Build Your Own CorMedix Narrative

    If you would rather rely on your own research and challenge these assumptions, you can build a personalized CorMedix story in minutes, Do it your way.

    A great starting point for your CorMedix research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.

    Ready for your next investing move?

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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.