Medtronic (MDT) is a health care equipment company in the Health Care sector. Listed on the NASDAQ, Medtronic is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $80.25.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $80.25 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -3.22% |
| Risk / Std Dev (Annualized) | 21.95% |
| Sharpe Ratio (rf=4.5%) | -0.35 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Health Care Equipment
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -3.22% with an annualized volatility of 21.95%. The Sharpe ratio of -0.35 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 103.03B |
| Enterprise Value | 122.93B |
| Trailing P/E | 21.51 |
| Forward P/E | 12.52 |
| Price to Book | 2.1 |
| Price to Sales | 2.83 |
| EV/Revenue | 3.38 |
| EV/EBITDA | 12.19 |
| Profitability | | | Profit Margin | 13.2% | | Operating Margin | 21.3% | | ROE | 9.93% |
| Growth | | | Revenue Growth | 9.9% | | Earnings Growth | 17.1% |
| Dividend | | | Dividend Yield | 359.0% | | Payout Ratio | 76.14% | | 5Y Avg Yield | 300.0% |
| Financial Health | | | Total Revenue | 36.36B | | Total Debt | 28.07B | | Total Cash | 8.38B | | Operating Cash Flow | 7.33B |
| Price & Technical | | | 52W High | $106.33$ | | 52W Low | $73.31$ | | 50-Day Avg | $81.07$ | | 200-Day Avg | $92.35$ | | Beta | 0.6 | | Shares Outstanding | 1.28B | | Float Shares | 1.28B | | Insider Holdings | 0.31% | | Institutional Holdings | 89.44% | | Short Ratio | 1.56 | | Short % of Float | 1.31% |
| Analyst Targets | | | Target High | $121.0$ | | Target Low | $78.0$ | | Target Mean | $98.58$ | | Target Median | $100.5$ | | # of Analysts | 26 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.