Sanara MedTech (SMTI) – A Profitable 90%+ Gross Margin Surgical Products Business

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MicroCapClub

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MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community.

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Sanara MedTech (SMTI) – A Profitable 90%+ Gross Margin Surgical Products Business

MicroCapClub

51 minutes 12 seconds

3 weeks ago

Sanara MedTech (SMTI) – A Profitable 90%+ Gross Margin Surgical Products Business

In this business breakdowns, Ian Cassel and Chris Plahm sit down with Sanara MedTech (SMTI) CEO Seth Yon and CFO Elizabeth Tayler. This MicroCap Business Breakdowns discussion took place live on December 11th, 2025, on the MicroCapClub Community. ⁠https://microcapclub.com/join-now/⁠

Sanara is a profitable, growing, 90%+ gross margin small-cap med-tech company trading at 1/2 of peer group multiple. The surgical business is on a path toward 20% growth or roughly $125 million in revenue and around $25 million in EBITDA in 2026, representing a multiple today of 1.75x EV/Sales and 8.8x EV/EBITDA. Peer med-tech companies with similar growth and margin characteristics typically trade at 3- 6x sales and in the low-teens to high-teens on EBITDA. The shutdown of THP (discontinued operations) in late 2025, will make the financials much cleaner and easier for investors to see and model through 2026 and beyond. The setup is in place for a meaningful re-rating along with operational progress as the story becomes purely surgical and operating leverage continues to show through. https://sanaramedtech.com

Disclaimer: The purpose of this presentation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. MicroCapClub is not a registered investment advisor. MicroCapClub, its partners, members, subscribers, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.