Industry intelligence

Healthcare

Public companies in Belvedere's healthcare universe, with source-linked financials. Valuation multiples are shown only when licensed market data exists.

Does Belvedere publish lists of the best healthcare stocks?

No. Healthcare pages are disclosure-size universes and methodology-defined screens, not buy lists.

How are healthcare issuers grouped?

Sector comes from SIC metadata. Sub-filters on data pages (devices, services, biotechnology, and related) are keyword mappings from SIC descriptions and can be imperfect.

Healthcare issuers in this universe are mapped from SIC codes covering devices, services, distribution, and related products. Biotechnology is listed as its own sector when SIC 283x applies. Pages are disclosure-size and filing universes: they report what is tagged in EDGAR. They are not clinical-pipeline rankings, FDA-approval calendars, or lists of stocks to buy.

Companies5
Published research0
GeographyUnited States SEC registrants in this extract

Companies

Public companies in the Belvedere universe
CompanyTickerIndustryRevenueGrowthBelvedere FCFLatest filingResearch
ANGIODYNAMICS INCNasdaq: ANGOANGOSurgical & Medical Instruments & Apparatus$78.4M+8.9%4 · Jul 31, 2026Universe
AtriCure, Inc.Nasdaq: ATRCATRCSurgical & Medical Instruments & Apparatus$153.6M+12.8%10-Q · Jul 27, 2026Universe
CERUS CORPNasdaq: CERSCERSSurgical & Medical Instruments & Apparatus$57.4M+9.5%10-Q · Jul 30, 2026Universe
National Vision Holdings, Inc.Nasdaq: EYEEYEOphthalmic Goods$498.8M+2.5%10-Q · Aug 13, 2026Universe
ROGERS CORPNYSE: ROGROGPlastic Materials, Synth Resins & Nonvulcan Elastomers$200.5M+5.2%$1.1M10-Q · Jul 29, 2026Universe

Research

No Belvedere reports are currently published in this sector.

Research Radar (subset)

  • National Vision Holdings, Inc. (EYE) — Revenue: +2.5% · Revenue increased +2.5% ($486.4M to $498.8M; Q2 2025 vs Q3 2026).
  • National Vision Holdings, Inc. (EYE) — Revenue acceleration: -4.0 pp · Quarterly revenue YoY growth moved from +6.6% to +2.5% (-4.0 percentage points).
  • National Vision Holdings, Inc. (EYE) — Cash: $36.0M · Cash and cash equivalents were $36.0M as of the latest reported balance-sheet date.
  • National Vision Holdings, Inc. (EYE) — Share count: $79.1M · Shares outstanding were 79,058,038 as of the latest reported date.
  • CERUS CORP (CERS) — Revenue: +9.5% · Revenue increased +9.5% ($52.4M to $57.4M; Q2 2025 vs Q2 2026).
  • CERUS CORP (CERS) — Revenue acceleration: -14.6 pp · Quarterly revenue YoY growth moved from +24.1% to +9.5% (-14.6 percentage points).
  • CERUS CORP (CERS) — Cash: $18.0M · Cash and cash equivalents were $18.0M as of the latest reported balance-sheet date.
  • AtriCure, Inc. (ATRC) — Revenue: +12.8% · Revenue increased +12.8% ($136.1M to $153.6M; Q2 2025 vs Q2 2026).

Related rankings

Frequently asked questions

Does Belvedere publish lists of the best healthcare stocks?
No. Healthcare pages are disclosure-size universes and methodology-defined screens, not buy lists.
How are healthcare issuers grouped?
Sector comes from SIC metadata. Sub-filters on data pages (devices, services, biotechnology, and related) are keyword mappings from SIC descriptions and can be imperfect.
Does Belvedere model clinical pipelines?
Pipeline assets, trial phases, and approval odds are not invented. They appear only in a human-reviewed note that cites a source.