Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Pro-Dex Inc(PDEX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PDEX
11/06/2026: PDEX (3-star) is currently NOT-A-BUY. Pass it for now.
Pro-Dex Inc is a specialized manufacturer that develops precision motion control and powered surgical instruments for the medical device industry. The company is known for its strong engineering capabilities and long-term manufacturing partnerships with large medical OEMs. Its primary growth story centers on its role in supporting the increasing adoption of robotic-assisted surgical platforms and complex powered instruments. However, investors must monitor risks related to its significant customer concentration and the challenges of competing in a space dominated by much larger players. Pro-Dex generally suits investors seeking a niche industrial-medical exposure rather than those focused on income or high-growth speculative momentum.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential tied to the expansion of medical surgical markets. |
| Momentum investor | Weak fit | The stock often exhibits lower trading volume and may not meet the criteria for short-term momentum strategies. |
| Value investor | Strong fit | The company often trades at valuations that may appeal to investors looking for fundamentally sound, niche industrial-medical players. |
| Dividend investor | Weak fit | Pro-Dex does not currently emphasize dividend payments as part of its capital allocation strategy. |
| Low-risk investor | Mixed fit | While the business model is stable, the small-cap nature and customer concentration introduce volatility risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | As a small-cap stock, Pro-Dex is susceptible to price swings based on relatively small changes in trade volume or sentiment. |
| Valuation risk | Medium | Investors must assess whether the current market price appropriately reflects the company's long-term contract pipeline. |
| Competition risk (large medical OEMs) | High | The company operates in a space dominated by much larger, well-capitalized medical device manufacturers. |
| Business quality | Medium | The company has a solid reputation for engineering, though its financial scale is limited. |
| Dividend income | Low / none | Income-focused investors will not find this stock suitable for regular dividend yield. |
| Execution risk | Medium | Maintaining quality and meeting delivery timelines for critical surgical instruments is essential to retaining key partnerships. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 104.44% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 202.10M USD | Price to earnings Ratio 17.4 | 1Y Target Price 74 |
Price to earnings Ratio 17.4 | 1Y Target Price 74 | ||
Volume (30-day avg) 44.6K shares | Beta 0.1 | 52 Weeks Range 28.81 - 77.00 | Updated Date 11/08/2026 |
52 Weeks Range 28.81 - 77.00 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.63 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Contract Manufacturing | Design, engineering, and mass production of powered surgical drivers and motion control systems for medical OEMs. | The company earns money by being the expert, outsourced engine behind major medical brands' surgical tools. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When After Market | Estimate 0.67 | Actual 0.92 |
Profitability
Profit Margin 15.12% | Operating Margin (TTM) 17.1% |
Management Effectiveness
Return on Assets (TTM) 11.89% | Return on Equity (TTM) 26.48% |
Valuation
Trailing PE 17.4 | Forward PE 20.41 | Enterprise Value 207.27M | Price to Sales(TTM) 2.54 |
Enterprise Value 207.27M | Price to Sales(TTM) 2.54 | ||
Enterprise Value to Revenue 2.6 | Enterprise Value to EBITDA 11.82 | Shares Outstanding 3.20M | Shares Floating 1.49M |
Shares Outstanding 3.20M | Shares Floating 1.49M | ||
Percent Insiders 36.4 | Percent Institutions 33.27 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.