ZBH · Zimmer Biomet Holdings, Inc.

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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

+11.67%

Held by 1 AI ETF

AIVL0.270%

as of Oct 23

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+4.55%

AIVLnow 0.270% of fund28 signals

AIVL · Weight increase · 2d

weight 0.256% → 0.262% (+0.007 pp)·stock up 0.8% in the 30 days before

Oct 16·entry $94.98·now $98.56Drifting

+3.77%

since Oct 16

AIVL · Weight decrease · 2d

weight 0.259% → 0.250% (-0.009 pp)·stock down 6.1% in the 30 days before

Oct 7·entry $88.49·now $98.56

+11.38%

since Oct 7

AIVL · Weight decrease · 2d

weight 0.256% → 0.247% (-0.009 pp)·stock down 11.4% in the 30 days before

Oct 1·entry $88.06·now $98.56

+11.92%

since Oct 1

AIVL · Weight increase · 2d

weight 0.249% → 0.256% (+0.007 pp)·stock down 7.9% in the 30 days before

Sep 28·entry $91.62·now $98.56Drifting

+7.57%

since Sep 28

AIVL · Weight decrease · 2d

weight 0.259% → 0.249% (-0.010 pp)·stock down 10.5% in the 30 days before

Sep 24·entry $89.69·now $98.56

+9.89%

since Sep 24

AIVL · Weight decrease · 2d

weight 0.270% → 0.259% (-0.011 pp)·stock down 4.9% in the 30 days before

Sep 17·entry $94.25·now $98.56

+4.57%

since Sep 17

AIVL · Weight increase · 3d

weight 0.254% → 0.270% (+0.016 pp)·stock down 2.2% in the 30 days before

Sep 15·entry $98.41·now $98.56Fresh

+0.15%

since Sep 15

AIVL · Weight increase · 2d

weight 0.254% → 0.264% (+0.010 pp)·stock down 3.0% in the 30 days before

Sep 14·entry $96.54·now $98.56Drifting

+2.09%

since Sep 14

AIVL · Weight decrease · 3d

weight 0.269% → 0.255% (-0.013 pp)·stock down 2.4% in the 30 days before

Sep 8·entry $94.22·now $98.56

+4.61%

since Sep 8

AIVL · Weight decrease · 2d

weight 0.269% → 0.263% (-0.005 pp)·stock up 0.9% in the 30 days before

Sep 4·entry $98.07·now $98.56

+0.50%

since Sep 4

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 $98.56Fresh

-2.40%

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 $98.56Fresh

-2.16%

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 $98.56Fresh

-2.08%

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 $98.56Fresh

+1.41%

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 $98.56Fresh

+1.63%

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 $98.56Fresh

+1.45%

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 $98.56Drifting

+2.93%

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 $98.56Drifting

+7.89%

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 $98.56

+10.84%

since Jul 21

AIVL · Weight decrease · 2d

stock up 2.9% in the 30 days before

Jul 20·entry $89.72·now $98.56

+9.85%

since Jul 20

AIVL · Weight decrease · 2d

stock up 1.8% in the 30 days before

Jul 15·entry $90.14·now $98.56

+9.34%

since Jul 15

AIVL · Accumulation · 5d

stock up 6.7% in the 30 days before

Jul 13·entry $94.08·now $98.56Drifting

+4.76%

since Jul 13

AIVL · Weight increase · 2d

stock up 1.9% in the 30 days before

Jul 10·entry $91.34·now $98.56Drifting

+7.90%

since Jul 10

AIVL · Weight increase · 2d

stock up 5.6% in the 30 days before

Jul 6·entry $89.76·now $98.56Drifting

+9.80%

since Jul 6

AIVL · Weight decrease · 2d

stock up 1.5% in the 30 days before

Jul 1·entry $84.17·now $98.56

+17.10%

since Jul 1

AIVL · Weight increase · 2d

stock up 5.9% in the 30 days before

Jun 24·entry $90.56·now $98.56Drifting

+8.83%

since Jun 24

AIVL · Weight decrease · 2d

stock up 2.0% in the 30 days before

Jun 22·entry $87.09·now $98.56

+13.17%

since Jun 22

AIVL · Accumulation · 5d

stock up 7.1% in the 30 days before

Jun 12·entry $88.57·now $98.56Chased

+11.28%

since Jun 12

AIEQno longer held2 signals

AIEQ · Exit · 1d

weight 0.060% → 0 (exited)·stock up 11.6% in the 30 days before

Aug 2·entry $96.98·now $98.56

+1.63%

since Aug 2

AIEQ · New entry · 1d

stock up 1.5% in the 30 days before

Jul 1·entry $84.17·now $98.56Chased

+17.10%

since Jul 1

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.