Risk Intelligence
Not Available
Insufficient Data
How strong and defensively sound is the company?
This reading is not available for this company yet.
TCMD · NASDAQ
Sector unavailable · Industry unavailable
$22.40
+0.36%
Close on Sep 11, 2026
Updated date unavailable
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
Sector unavailable · Data confidence partial
No Pro Investor Score today
SCORE_PENDING_OWNERSHIP
Not Available
Insufficient Data
How strong and defensively sound is the company?
This reading is not available for this company yet.
Not Available
Insufficient Data
Does the business have the characteristics needed to create value over many years?
This reading is not available for this company yet.
Not Available
Insufficient Data
Is the underlying business getting stronger or weaker?
This reading is not available for this company yet.
Not Available
Insufficient Coverage
What are important owners actually doing?
This reading is not available for this company yet.
70 / 100
Attractive
Is today's price reasonable?
Above average on this measure — and valuation is researched separately from the Suggested Investment Score.
46 / 100
Moderate Capital Returns
How effectively does the company reward shareholders?
Weaker than most covered companies on this measure — and capital returns are researched separately from the Suggested Investment Score.
Long-Term Potential is not available for this company, so no long-term reading is shown.
No disclosed ownership reading is available at the required confidence, so ownership is left blank rather than estimated.
TACTILE SYSTEMS TECHNOLOGY INC reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
TACTILE SYSTEMS TECHNOLOGY INC reads 46 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a share count rising about 2.8% a year. Direct capital returns are limited because the company continues reinvesting most of its cash. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare TCMD with other companiesAppears in
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
60-Second Brief
Too few stored readings exist for this company to summarise honestly.
Composite discovery model
Pro Investor Score™
A composite score is only published when every required input is available for this company. Nothing is estimated to fill a gap, and exclusion from the ranking is not a sell instruction.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Ranking updated September 12, 2026
Researched separately
Valuation Intelligence 70 · Attractive
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 46 · Moderate Capital Returns
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
This company does not currently hold a stored Pro Investor Score, so no contribution breakdown can be shown.
Reported by insiders, large shareholders and professional funds. Shown beside our research, never blended into it.
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Stored snapshots only
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Attractive
74
Very Attractive
Is this company expensive or inexpensive compared with its own history?
75
Very Attractive
How expensive is this stock compared with similar companies?
61
Attractive
How much financial output does an investor receive relative to the price paid?
70
Attractive
Does the company's growth help justify the valuation investors are paying?
TACTILE SYSTEMS TECHNOLOGY INC reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current P/E 20.4x · own median 92.9x · peer median 24.5x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Moderate Capital Returns
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Not Applicable — No Dividend
Dividend reliability
This company currently retains rather than distributes cash through dividends. Capital Returns Intelligence therefore places more emphasis on its other measurable shareholder-return behaviors according to the frozen V1 methodology.
42
Moderate Capital Returns
Do buybacks actually reduce shares?
The company spends on share repurchases, but much of that activity offsets share issuance rather than materially reducing the share count.
15
Limited Capital Returns
Is your ownership share protected?
93
Exceptional Capital Returns
Can the cash flow support it?
25
Limited Capital Returns
Cash returned versus company value
TACTILE SYSTEMS TECHNOLOGY INC reads 46 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a share count rising about 2.8% a year. Direct capital returns are limited because the company continues reinvesting most of its cash.
This company currently retains rather than distributes cash through dividends. Capital Returns Intelligence therefore places more emphasis on its other measurable shareholder-return behaviors according to the frozen V1 methodology.
This company spent cash repurchasing stock, but the share count did not fall meaningfully because it also issued shares. Repurchase spending alone did not increase existing shareholders' ownership.
How returned cash was used
Dividends $0.00 · net repurchases $4.37M · total returned $4.37M · 16% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Pro Investor Score.
Stored daily snapshots only
| Today | Not ranked | No stored score |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | Not yet suggested | |
| Highest rank | Not ranked | |
In the company’s own words
Tactile Systems Technology, Inc. ("we," "us," and "our") is a medical technology company that develops and provides innovative medical devices for the treatment of underserved chronic diseases. We were originally incorporated in Minnesota under the name Tactile Systems Technology, Inc. on January 30, 1995. During 2006, we established a merger corporation and subsequently, on July 21, 2006, merged with and into this merger corporation resulting in us being reincorporated as a Delaware corporation. The resulting corporation assumed the name Tactile Systems Technology, Inc. and in September 2013, we began doing business as "Tactile Medical".
Our mission is to help people suffering from chronic diseases live better and care for themselves at home. We focus our efforts on advancing the standard of care in treating underserved chronic diseases in the home to improve patient outcomes and quality of life and help control rising healthcare expenditures. Our areas of therapeutic focus are (1) vascular disease, with a goal of advancing the standard of care in treating lymphedema and chronic venous insufficiency, (2) oncology, where lymphedema is a common consequence among cancer survivors and (3) providing airway clearance therapy for those suffering from chronic respiratory conditions. We possess a unique, scalable platform to deliver at-home healthcare solutions throughout the United States. This evolving home care delivery model is recognized by policymakers and insurance payers as a key for controlling rising healthcare costs. Our solutions deliver cost-effective, clinically proven, long-term treatment for people with these chronic diseases.
We generally employ a direct-to-patient and -provider model within our lymphedema portfolio, through which we obtain patient referrals from clinicians, manage insurance claims on behalf of our patients and their clinicians, deliver our solutions directly to patients and train them on the proper use of our solutions. This model allows us to engage directly with patients and clinicians, which are both critical audiences to which we can provide clinical evidence and education. For our respiratory therapy product, we have a durable medical equipment ("DME") distribution model, through which we sell the AffloVest product to accredited DME providers, whose representatives gather and submit documentation for payer reimbursement, train patients on use of the device, and provide ongoing patient support.
For the year ended December 31, 2025, we generated revenue of $329.5 million and had net income of $19.1 million. Our revenue increased 12% during the year ended December 31, 2025, compared to the year ended December 31, 2024.
Quoted from the business section of this company’s 10-K filed February 17, 2026. Read the filing
Four distinct intelligence areas
68
Fundamentally Qualified
No prior period to compare
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
60
Elite Compounder
No prior period to compare
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
67
Accelerating
No prior period to compare
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
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Insufficient Data
No prior period to compare
No tracked manager filings mapped to this company.
Not enough stored history to chart TCMD yet. A company needs at least two published research or ownership periods before a trend can be shown.
Share price
Closing prices adjusted for splits and dividends. Past prices do not indicate future results.
Last stored close $22.40 · +63.4% over the selected range · 52 sessions shown
Balanced evidence
Risk and uncertainty
Public filings · descriptive only
Reporting holders
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New holders
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Increasing
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Reducing
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Exiting
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Coverage
Insufficient
Insufficient Coverage · Report period unavailable · Public date unavailable
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
No qualifying changes are recorded for this company in the stored research and filing history.
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.