TCMD

Healthcare

Tactile Systems Technology, Inc. · Medical - Devices · $560M

UQS Score — Balanced Preset
60.9
Good

Tactile Systems Technology, Inc. scores 60.9/100 using the Balanced preset.

UQS vs Healthcare Sector
TCMD
60.9
Sector avg
32.4
Quality
Neutral
Moat
Weak
Growth
Neutral
Risk
Strong
Valuation
Good

What is Tactile Systems Technology, Inc.?

Tactile Systems Technology is a US-based medical technology company focused on developing at-home devices for patients managing chronic conditions. Headquartered in Minneapolis, Minnesota, the company serves patients across the United States with clinically supported pneumatic compression and airway clearance solutions.

Tactile Systems Technology designs and distributes medical devices intended for home use, targeting chronic conditions such as lymphedema, chronic venous insufficiency, and pulmonary secretion disorders. The company generates revenue primarily by supplying its devices directly to patients, often working through insurance reimbursement pathways. Its commercial model centers on building relationships with clinicians who refer patients to its at-home therapy programs, creating a recurring patient base tied to ongoing treatment needs.

Tactile Systems Technology was incorporated in 1995 and is headquartered in Minneapolis, Minnesota.

  • Flexitouch Plus — pneumatic compression system for lymphedema treatment
  • Entre system — portable device for venous disorders and chronic venous insufficiency
  • AffloVest — wearable chest wall oscillation vest for airway clearance

Is TCMD a Good Stock to Buy?

UQS Score rates TCMD as Good overall, reflecting a balanced profile with meaningful strengths and some areas that warrant attention.

The Risk pillar stands out as the clearest positive in TCMD's profile, suggesting the company carries a relatively manageable financial risk profile compared to many small-cap peers. Valuation also registers as Good, indicating the stock does not appear significantly stretched relative to its fundamentals — a notable characteristic in the medical device space.

The Moat pillar registers as Weak, pointing to limited evidence of durable competitive advantages that would protect the business from rivals over the long term. Quality and Growth both sit at Neutral, suggesting neither a standout earnings profile nor a clearly accelerating top-line trajectory.

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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does TCMD pay dividends?

No — Tactile Systems Technology, Inc. does not currently pay a dividend.

TCMD does not currently pay a dividend. For a small-cap medical technology company, this is common — available capital is typically directed toward product development, sales force expansion, and navigating the reimbursement landscape rather than returned to shareholders as income. Investors focused on dividend yield will need to look elsewhere in the healthcare sector.

When does TCMD report earnings?

Tactile Systems Technology reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.

The company's recent results reflect the dynamics of a small-cap medical device business operating in a reimbursement-sensitive environment. Revenue trends and profitability have been shaped by insurance coverage decisions and the pace of patient referrals through its clinical network.

For the most recent quarter's results and guidance updates, visit Tactile Systems Technology's investor relations page directly.

TCMD Price History

-53.9% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

TCMD Long-term Outlook

TCMD's Growth pillar sits at Neutral, suggesting the company is not in a high-acceleration phase but is not in decline either. The Strong Risk profile provides some confidence that near-term financial stability is not a primary concern. However, the Weak Moat rating introduces uncertainty about whether the company can defend its market position as larger medical device players or new entrants compete for the same patient population and reimbursement codes.

Growth drivers

  • Expanding patient awareness of at-home pneumatic compression therapy for lymphedema
  • Potential broadening of insurance reimbursement coverage for its device portfolio
  • Growth in the chronic disease patient population driving demand for home-based treatment

Key risks

  • Reimbursement policy changes by insurers or Medicare could materially impact revenue
  • Limited competitive moat leaves the company exposed to better-resourced rivals
  • Small-cap scale constrains marketing reach and clinical partnership development

TCMD vs Peers

TCMD operates in a niche corner of the medical technology market, and its peers reflect the diversity of small-cap healthcare device companies.

CTKBTCMD scores higher
Cytek Biosciences, Inc.

Cytek focuses on advanced flow cytometry instruments for research and clinical labs, operating in a different clinical setting than TCMD's home-therapy model.

BWAYTCMD scores higher
BrainsWay Ltd.

BrainsWay develops non-invasive brain stimulation devices for psychiatric and neurological conditions, targeting a distinct patient population from TCMD's chronic disease focus.

SIBNTCMD scores higher
SI-BONE, Inc.

SI-BONE specializes in minimally invasive implants for sacropelvic conditions, competing in surgical orthopedics rather than the at-home device market where TCMD operates.

Frequently Asked Questions

What does Tactile Systems Technology do?

Tactile Systems Technology develops and distributes at-home medical devices for patients with chronic conditions including lymphedema, chronic venous insufficiency, and pulmonary secretion disorders. Its devices are designed to be used by patients in their homes, typically accessed through physician referrals and insurance reimbursement programs.

Does TCMD pay dividends?

TCMD does not currently pay a dividend. The company reinvests its resources into product development and commercial operations rather than distributing cash to shareholders. Investors seeking income from healthcare holdings may want to consider dividend-paying alternatives in the sector.

When does TCMD report earnings?

Tactile Systems Technology reports on a quarterly basis, in line with standard US-listed company practice. For specific dates and the most recent results, check the investor relations section of the company's official website.

Is TCMD a good stock to buy?

UQS Score rates TCMD as Good overall. The Risk pillar is Strong and Valuation is Good, which are positives. However, the Moat pillar is Weak and both Quality and Growth sit at Neutral. Whether TCMD fits a portfolio depends on an investor's individual goals and risk tolerance — the full pillar breakdown is available to Pro members.

Is TCMD overvalued?

Based on the UQS Valuation pillar, TCMD's valuation is rated Good, suggesting the stock does not appear significantly overpriced relative to its fundamentals. That said, valuation is one of five pillars — viewing it alongside Quality, Moat, Growth, and Risk provides a more complete picture.

How does TCMD compare to its competitors?

TCMD's closest listed peers — Cytek Biosciences, BrainsWay, and SI-BONE — each operate in distinct medical technology niches. TCMD's differentiation lies in its focus on at-home pneumatic compression and airway clearance therapy. The UQS platform compares pillar-level scores across peers, available in the full Pro view.

What is TCMD's market cap bracket?

TCMD is classified as a small-cap company. Small-cap medical device companies like TCMD can offer growth potential but typically carry higher volatility and more limited resources than large- or mega-cap healthcare peers.

Who founded Tactile Systems Technology?

Tactile Systems Technology was incorporated in 1995. Founding leadership details are part of the company's publicly available corporate history — the company's investor relations page and SEC filings provide full background on its origins and leadership evolution.

Is TCMD a long-term quality investment?

As a long-term quality indicator, TCMD's UQS profile presents a mixed picture. The Strong Risk pillar and Good Valuation are encouraging, but the Weak Moat rating raises questions about the durability of its competitive position over time. Long-term quality investors typically look for stronger moat characteristics alongside financial stability.

What is the main competitive advantage of Tactile Systems Technology?

TCMD's commercial model relies on clinician referral networks and established reimbursement pathways for its at-home devices. However, the UQS Moat pillar rates this as Weak, indicating that these advantages may not be sufficiently durable to fend off competition over the long run.

What sector does TCMD belong to?

TCMD operates in the Healthcare sector, specifically within medical technology. It focuses on at-home therapeutic devices for chronic disease management, a segment that intersects with both durable medical equipment and home health services.

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Pro Analysis

TCMD — Score History

55606570Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 14 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 21, 202660.953.236.059.9100.077.4-0.4
May 19, 202661.353.536.059.9100.079.5-0.5
May 16, 202661.854.536.059.9100.081.3+1.4
May 7, 202660.451.636.059.3100.077.4-0.4
May 6, 202660.851.636.059.3100.080.4+0.1
May 3, 202660.751.636.058.8100.080.3+0.3
Apr 26, 202660.451.636.058.8100.078.0+0.4
Apr 20, 202660.051.636.058.8100.075.30.0
Apr 19, 202660.051.636.058.8100.075.4-0.2
Apr 18, 202660.251.636.058.8100.077.1-0.8

TCMD — Pillar Breakdown

Quality

53.1/100 (25%)

Tactile Systems Technology, Inc. has average quality metrics, with room for improvement in margins or capital efficiency.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsStrong

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

59.9/100 (20%)

Tactile Systems Technology, Inc. demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthModerate

Year-over-year earnings per share growth.

Forward Revenue OutlookModerate

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

100.0/100 (15%)

Tactile Systems Technology, Inc. carries minimal financial risk with conservative leverage and strong solvency.

Financial LeverageStrong

Debt levels relative to earnings capacity.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageStrong

Earnings capacity relative to interest payments.

Valuation

77.4/100 (15%)

Tactile Systems Technology, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldModerate

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorModerate

Enterprise value multiple relative to sector median.

Moat

36/100 (25%)

Tactile Systems Technology, Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for TCMD.

Score Composition

Quality
53.1×25%13.3
Growth
59.9×20%12.0
Risk
100.0×15%15.0
Valuation
77.4×15%11.6
Moat
36.0×25%9.0
Total
60.9Good

Financial Data

More Stock Analysis

How is the TCMD UQS Score Calculated?

The UQS (Unified Quality Score) for Tactile Systems Technology, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Tactile Systems Technology, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Tactile Systems Technology, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.