AIVL0.265%
as of Sep 3
ZBH
DefensiveZimmer Biomet Holdings, Inc.
Zimmer Biomet Holdings, Inc., together with its subsidiaries, operates as a medical technology company worldwide. The company designs, manufactures, and markets orthopedic reconstructive products, such as knee and hip products; S.E.T. products, including sports medicine, biologics, foot and ankle, upper extremities, and trauma and CMFT products; sports medicine products for the repair of soft tissue injuries, used in the knee and shoulder; and craniomaxillofacial and thoracic products comprising face and skull reconstruction products, as well as products that fixate and stabilize the bones of the chest to facilitate healing or reconstruction after open-heart surgery, trauma, or for deformities of the chest. It offers technology and data, bone cement, and surgical products; and a suite of integrated digital and robotic technologies that leverage data, data analytics and artificial intelligence.
Close · 3M
+8.39%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals18
Win rate83% (15/18)
Avg buy return+7.37%
AIVL · Accumulation · 5d
weight 0.261% → 0.270% (+0.010 pp)·stock up 12.6% in the 30 days before
Aug 21·entry $100.98·now $98.92Fresh
-2.04%
since Aug 21
AIVL · Weight increase · 2d
weight 0.261% → 0.268% (+0.007 pp)·stock up 13.3% in the 30 days before
Aug 19·entry $100.74·now $98.92Fresh
-1.81%
since Aug 19
AIVL · Weight increase · 2d
weight 0.261% → 0.265% (+0.005 pp)·stock up 7.4% in the 30 days before
Aug 14·entry $100.65·now $98.92Fresh
-1.72%
since Aug 14
AIVL · Accumulation · 5d
weight 0.243% → 0.260% (+0.017 pp)·stock up 11.0% in the 30 days before
Aug 6·entry $97.19·now $98.92Fresh
+1.78%
since Aug 6
AIVL · Accumulation · 5d
weight 0.244% → 0.261% (+0.016 pp)·stock up 10.9% in the 30 days before
Aug 3·entry $96.98·now $98.92Fresh
+2.00%
since Aug 3
AIVL · Weight increase · 4d
weight 0.243% → 0.263% (+0.020 pp)·stock up 6.5% in the 30 days before
Jul 29·entry $97.15·now $98.92Fresh
+1.82%
since Jul 29
AIVL · Weight increase · 3d
weight 0.243% → 0.256% (+0.013 pp)·stock up 2.8% in the 30 days before
Jul 28·entry $95.75·now $98.92Drifting
+3.31%
since Jul 28
AIVL · Weight increase · 2d
weight 0.243% → 0.248% (+0.005 pp)·stock up 0.9% in the 30 days before
Jul 24·entry $91.35·now $98.92Drifting
+8.29%
since Jul 24
AIVL · Weight decrease · 3d
weight 0.254% → 0.244% (-0.010 pp)·stock up 1.1% in the 30 days before
Jul 21·entry $88.92·now $98.92
+11.25%
since Jul 21
AIVL · Weight decrease · 2d
weight 0.254% → 0.246% (-0.009 pp)·stock up 2.9% in the 30 days before
Jul 20·entry $89.72·now $98.92
+10.25%
since Jul 20
AIVL · Weight decrease · 2d
weight 0.258% → 0.248% (-0.010 pp)·stock up 1.8% in the 30 days before
Jul 15·entry $90.14·now $98.92
+9.74%
since Jul 15
AIVL · Accumulation · 5d
weight 0.221% → 0.258% (+0.037 pp)·stock up 6.7% in the 30 days before
Jul 13·entry $94.08·now $98.92Drifting
+5.14%
since Jul 13
AIVL · Weight increase · 2d
weight 0.242% → 0.250% (+0.008 pp)·stock up 1.9% in the 30 days before
Jul 10·entry $91.34·now $98.92Drifting
+8.30%
since Jul 10
AIVL · Weight increase · 2d
weight 0.221% → 0.245% (+0.024 pp)·stock up 5.6% in the 30 days before
Jul 6·entry $89.76·now $98.92Chased
+10.20%
since Jul 6
AIVL · Weight decrease · 2d
weight 0.243% → 0.221% (-0.022 pp)·stock up 1.5% in the 30 days before
Jul 1·entry $84.17·now $98.92
+17.52%
since Jul 1
AIVL · Weight increase · 2d
weight 0.229% → 0.240% (+0.011 pp)·stock up 5.9% in the 30 days before
Jun 24·entry $90.56·now $98.92Drifting
+9.23%
since Jun 24
AIVL · Weight decrease · 2d
weight 0.235% → 0.229% (-0.006 pp)·stock up 2.0% in the 30 days before
Jun 22·entry $87.09·now $98.92
+13.58%
since Jun 22
AIVL · Accumulation · 5d
weight 0.225% → 0.235% (+0.010 pp)·stock up 7.1% in the 30 days before
Jun 12·entry $88.57·now $98.92Chased
+11.69%
since Jun 12
+12.19%
since Jun 10
+13.27%
since Jun 5
+14.11%
since Jun 4
+24.30%
since May 11
+19.43%
since May 6
+19.32%
since May 1
+23.54%
since Apr 29
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Aug 23
AI ETF AIVL has shown a trend of gradual accumulation and increasing weight in Zimmer Biomet, suggesting a bullish sentiment on the company. This action contrasts with the value-investing framework's verdict, which identifies ZBH as a 'Fail' due to its weak financial health and lack of a margin of safety.
- Circle of CompetenceZimmer Biomet's position in the mature orthopedic implant market provides predictable demand drivers, allowing for reasonable projection of ten-year cash flows.
- Economic MoatThe company benefits from significant switching costs for surgeons, high regulatory barriers, and established brand reputation in medical devices, creating an enduring economic moat.
- ManagementInsufficient data is provided to evaluate management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe reported ROE of 6.35% falls significantly short of the required 10-year average of 15% and the single-year minimum of 10%.
- Margin of SafetyGiven the low return on equity (6.35%) and relatively high valuation multiples, there is no apparent margin of safety at the current price.
While Zimmer Biomet operates within a predictable industry benefiting from a strong economic moat, its financial health, particularly its low return on equity, fails to meet the framework's stringent criteria. Furthermore, the current valuation metrics do not present a margin of safety, leading to an overall 'Fail' verdict despite the business's quality in other aspects.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.