[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Simeon Research [@SimeonResearch_](/creator/twitter/SimeonResearch_) on x 5475 followers Created: 2025-05-12 14:40:27 UTC If you love $CSU.TO, you will adore $PME.AX / $PME 🩻 💡It is rare you find software companies outside of the USA at a market cap of XX billion with a XX% gross, XX% FCF margin and a XX% average ROIC while growing revenue the last X years at a XX% CAGR with X debt. 📊 The model?- Simple, provide the best enterprise medical image software, with a contract model. Their flagship product is Visage which offers advanced visual tool for radiologists, the software is extremely sticky and they have never lost a client, average contract lasts X years and they have so far a XXX% renewal rate. The already work with XX out of XX of the biggest USA hospitals. 🏰 Moat - Their software is so good that many radiologists only accept to work with it, allows remote work and it helps retain radiologists (they are very scarce), they have technological benefit as they constantly update their software versus competition, they offer a more holistic approach with multiple services within the same solution and they can make large scale implementation of the hospital data within the software at 1/3 of the time competitors need. Their cloud approach helps them convert clients from one product to the full stack. 📈 Growth - Well numbers are out of this world (thus the hefty valuation), there are many growth levers and TAM to capture in the USA especially which they have already X% of the market with many opportunities in the large to mid size area. I own the name, on any weakness, I will be a buyer. XXXXX engagements  **Related Topics** [roic](/topic/roic) [market cap](/topic/market-cap) [debt](/topic/debt) [united states](/topic/united-states) [$pme](/topic/$pme) [$pmeax](/topic/$pmeax) [$csuto](/topic/$csuto) [Post Link](https://x.com/SimeonResearch_/status/1921938525475189051)
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Simeon Research @SimeonResearch_ on x 5475 followers
Created: 2025-05-12 14:40:27 UTC
If you love $CSU.TO, you will adore $PME.AX / $PME 🩻
💡It is rare you find software companies outside of the USA at a market cap of XX billion with a XX% gross, XX% FCF margin and a XX% average ROIC while growing revenue the last X years at a XX% CAGR with X debt.
📊 The model?- Simple, provide the best enterprise medical image software, with a contract model. Their flagship product is Visage which offers advanced visual tool for radiologists, the software is extremely sticky and they have never lost a client, average contract lasts X years and they have so far a XXX% renewal rate.
The already work with XX out of XX of the biggest USA hospitals.
🏰 Moat - Their software is so good that many radiologists only accept to work with it, allows remote work and it helps retain radiologists (they are very scarce), they have technological benefit as they constantly update their software versus competition, they offer a more holistic approach with multiple services within the same solution and they can make large scale implementation of the hospital data within the software at 1/3 of the time competitors need. Their cloud approach helps them convert clients from one product to the full stack.
📈 Growth - Well numbers are out of this world (thus the hefty valuation), there are many growth levers and TAM to capture in the USA especially which they have already X% of the market with many opportunities in the large to mid size area.
I own the name, on any weakness, I will be a buyer.
XXXXX engagements
Related Topics roic market cap debt united states $pme $pmeax $csuto