$10,000 invested in Pro Medicus shares a year ago is now worth…

The Pro Medicus share price has risen from $197.52 a year ago to $263.34 today.

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Two doctors wearing white coats look closely at a medical imaging x-ray as the share prices of ASX 200 healthcare shares improve in FY23

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Key points

  • Pro Medicus, noted for its strong profit growth and new global contracts, is the third largest ASX 200 healthcare share, with its stock price finishing at $263.34 on Thursday. 
  • A $10,000 investment in Pro Medicus shares a year ago would have grown to $13,167, delivering an approximately 34% total annual return, including dividends.
  • Analysts are divided; Citi rates Pro Medicus shares as a buy with a $350 target, while Morgans says the healthcare stock is a hold with a $290 target.

The Pro Medicus Ltd (ASX: PME) share price closed at $263.34 on Thursday.

The medical imaging software and services company has established itself as a sharemarket darling in recent years.

Ongoing contract wins around the world and a profit growth of 39% in FY25 have inspired the trust of an increasing number of investors.

Pro Medicus is now the third-largest ASX 200 healthcare share behind CSL Ltd (ASX: CSL) and Sigma Healthcare Ltd (ASX: SIG).

For FY25, Pro Medicus reported a 23% increase in revenue from ordinary activities to $213 million.

It reported a 36% lift in cash and other assets to $210.7 million, and no debt. The net profit after tax (NPAT) was $115.2 million.

Pro Medicus won seven new contracts totalling $520 million over the financial year.

Earlier this month, Pro Medicus reported its latest contract deal: a five-year, $10 million contract with University Hospital Heidelberg.

$10,000 invested in Pro Medicus shares a year ago…

On 30 October last year, Pro Medicus shares closed at $197.52 apiece.

If you had put $10,000 into Pro Medicus then, it would have bought you 50 shares (for $9,876).

Since then, this ASX 200 healthcare share has ripped up the charts, delivering incredible capital gains for its investors.

There's been a capital gain of $65.82 per share since then, equating to $3,291 in dollar terms.

Your initial $9,876 investment is now worth $13,167.

On top of that, Pro Medicus paid a fully franked interim dividend of 25 cents per share and a final dividend of 30 cents per share for FY25.

Assuming you took the dividend payments in cash, this adds $27.50 to your unrealised capital gain.

This equates to around 34% total annual return over the past 12 months.

What do the experts think of Pro Medicus shares?

Citi says Pro Medicus is a buy. The broker has a 12-month share price target of $350 on the healthcare stock.

Morgans has a hold rating on Pro Medicus with a price target of $290.

In a recent note, the broker said:

PME continues to trade on elevated multiples, even at our target price with FY26F PE of ~200x, EV/EBITDA ~130x, and PEG ratio of 5x.

While these metrics reflect the company's exceptional quality and growth profile, they also imply limited valuation support in the absence of new large contract announcements which is an opaque and often protracted process.

At current levels, the risk-reward profile justifies a more balanced stance.

Pro Medicus will conduct its annual general meeting on 24 November in Melbourne.

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended CSL and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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