MiMedx Group Inc (MDXG) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$3.97 +0.51% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $3.98

MiMedx Group Inc (MDXG) earns a Roarable Rating of B+ (Buy) with 77/100 RQD Confidence. High-quality cash engine (83% profit margin, 47% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B+ • BUY Cap $579.3M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $3.98 (+0.33%)🧬 Cannibal Buyback (-3.20% YoY Shares)⚙️ Cash Engine: 18/20 (A) • 17.7% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 77/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.8% avg 90D alpha vs SPY • 70.3% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B+
025507510077
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk B+
Cash (18)Whales (8)SEC (18)Macro (14)CEO (19)
Each axis scored 0–20
12M PRICE TARGET CONE+8.6% Base Target
$8 Bull$4 Base$3 Bear
📬 FREE MDXG RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for MDXG)Realized 20D OHLCV Swing Band: ±10.6%
Deterministic 5-Pillar Attribution (77/100 Composite)
🔍 WHY MDXG SCORES 77/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+19/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-3.20% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+18/20 pts (23% of score)

SEC XBRL FY 2025 (10-K): 17.7% FCF Margin ($74.0M FCF) & 82.6% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
85
Grade A$4.67-5.1% Next Q
Q2 (-2Q)
82
Grade A$4.43-11.7% Next Q
Q3 (-1Q)
80
Grade A-$3.91+1.5% Next Q
Current
77
Grade B+$3.97+7.8% Hist 90D α
Trajectory: A (85) → B+ (77)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the MDXG Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 77/100 (B+) score, MDXG faces multiple-compression risk if 11.9x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-3.20% YoY Shares) — any gross margin slip below 80.1% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($4.49) or 200D SMA ($4.27) invalidates the momentum regime and cuts Target Base ($4.31) toward Bear Floor ($3.26).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $MDXG• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “MDXG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

MDXG Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (MDXG)

No recent open-market Form 4 cluster sales or emergency dumps flagged on MDXG. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (MDXG Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
MDXG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +18.15%▼ SUPPORT BREAKDOWN
2026-10-30O $3.98H $3.99L $3.79C $3.97VOL 2.12M
RES: $5.29SUP: $4.20SMA50: $4.49SMA200: $4.27
$6.26$5.39$4.52$3.65$2.78RES $5.29SUP $4.20$3.972026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

MDXG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
2.3%/yr Implied 5Y Growth

vs. +20.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on MDXG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for MDXG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for MDXG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (MDXG)

Health Care Rank #30 of 1016 ⚔️ TCMD vs MDXG Full Matrix →

1. Head-to-Head Health Care Peer Comparison (MDXG vs. TCMD, SGHT, ANGO, RCEL)

Industry: Medical/Dental Instruments (120 Tracked Issuers)

Across 1016 tracked Health Care securities in the Roarable RQD universe, MiMedx Group Inc (MDXG) ranks #30 by composite RQD confidence (77/100, grade B+) and #426 by equity capitalization ($579.3M). Within this direct 5-issuer industry benchmark cohort, MDXG leads on earnings valuation at 11.9x trailing P/E, while MDXG leads on capital efficiency and profitability with 47.2% ROIC and 82.6% gross margin. TCMD currently holds the highest overall quantitative score in the immediate peer group at 78/100 (B+) compared with MDXG at 77/100 (B+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
MDXG ACTIVE
MiMedx Group Inc
B+ 77/100 11.9x 82.6% 47.2% +0.51% $579.3M Benchmark Subject
TCMD
Tactile Systems Technology Inc.
B+ 78/100 28.9x 75.9% 17.1% +1.67% $550.7M /tcmd-vs-mdxg →
SGHT
Sight Sciences Inc.
D- 38/100 — 86.2% -35.0% +3.57% $527.2M /sght-vs-mdxg →
ANGO
AngioDynamics Inc.
D 50/100 — 54.6% -23.4% +1.81% $519.4M /ango-vs-mdxg →
RCEL
Avita Medical Inc.
D 44/100 — 82.1% -35.0% +1.27% $516.8M /rcel-vs-mdxg →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001376339

In its most recent audited fiscal period (FY2025, filed 2025-12-31), MiMedx Group Inc (MDXG) reported GAAP revenue of $418.6M (+20.0% vs. FY2024 revenue of $348.9M , and +30.2% cumulative change since FY2023) , GAAP net income of $48.6M, operating cash flow of $74.0M, and free cash flow of $74.0M (+11.8% YoY). On the balance sheet, MDXG closed FY2025 with $342.7M in total assets against $16.5M in total debt (Altman Z-Score: 6.45, Piotroski F-Score: 9/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $418.6M $48.6M $74.0M $74.0M $342.7M $16.5M
FY2024 (FY) 2024-12-31 $348.9M $42.4M $66.2M $66.2M $263.9M $17.8M
FY2023 (FY) 2023-12-31 $321.5M $58.2M $26.8M $26.8M — —

3. MDXG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is MDXG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, MiMedx Group Inc (NASDAQ: MDXG) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 77/100 at a spot price of $3.97 (+0.51% 1D, market cap $579.3M). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 14/20, and SEC Balance-Sheet Forensics 19/20. Across 1016 tracked Health Care issuers, MDXG ranks #30 in composite RQD confidence.

How does MDXG compare to TCMD and SGHT in the Health Care sector?

Within the Health Care sector (Medical/Dental Instruments), MDXG carries a Roarable B+ (77/100 RQD), trailing P/E of 11.9x, gross margin of 82.6%, and ROIC of 47.2%. By comparison, TCMD (Tactile Systems Technology Inc.) holds a B+ grade (78/100 RQD, P/E 28.9x, ROIC 17.1%, cap $550.7M) and SGHT (Sight Sciences Inc.) posts a D- grade (38/100 RQD, P/E N/A, ROIC -35.0%, cap $527.2M). Among the 5-stock peer group, MDXG leads on earnings multiple (11.9x) while MDXG leads on capital efficiency (47.2% ROIC).

What are the biggest fundamental strengths and SEC risk factors for MDXG?

Per MDXG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001376339), MiMedx Group Inc generated $418.6M in revenue (+20.0% YoY), $48.6M in net income, and $74.0M in free cash flow against $342.7M in total assets and $16.5M in total debt. Key quantitative strengths: Strong cash generator (83% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is MDXG trading relative to its 50-day, 200-day, and 52-week technical levels?

MDXG last traded at $3.97 (+0.51% on volume of 4,044,148 shares), positioning the stock -11.58% below its 50-day simple moving average ($4.49) and -7.03% below its 200-day simple moving average ($4.27). Across its 52-week range of $3.03 to $7.97, MDXG sits at the 19.0% percentile with a 14-day RSI of 32.9 (NEUTRAL RANGE) and an implied next-earnings move of ±10.6% ($3.55 to $4.39).

MDXG Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are MDXG insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies MDXG leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

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