EMBC
the council passes — AVOIDEMBECTA CORP.·Healthcare
Doesn't clear the council's bar right now.
59/100C
Price at last run$3.28as of Jul 8, 2026
healthcareHigh returns on capitalROIC ~37% — it earns well on the money it puts to work.
Fat operating margins22% operating margin — pricing power / a real moat hint.
Generates real cash95.0% free-cash-flow yield — profits you can actually bank.
Catalystnone yet
✕Why not
The honest case against — what most tools hideMain riskshrinking revenue
ShrinkingRevenue contracting (-4%).
Falling knifeDown 79% from its 1-year high — momentum is against it.
What keeps us out
- A deterioration in the fundamentals that score the business.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.