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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
09/15/2026: PDEX (4-star) is a REGULAR-BUY. BUY for 26 days. Simulated Profits (0.98%). Updated daily EoD!
Pro-Dex Inc is a specialized manufacturer of powered surgical handpieces and motion control systems, primarily serving the medical device market as an OEM partner. The company benefits from deep engineering expertise and long-standing customer relationships in high-growth niches like robotic-assisted surgery. Its main growth opportunity lies in becoming a critical component provider for next-generation surgical platforms. However, the company faces risks related to high customer concentration and intense competition from much larger medical device manufacturers. Pro-Dex is generally suited for investors seeking exposure to medical technology manufacturing, though it may not be appropriate for those prioritizing dividends or low volatility.
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 | Growth is largely tied to specific, occasionally lumpy OEM contract cycles. |
| Momentum investor | Mixed fit | This fit is conditional on a positive Upturn signal in surgical technology sector sentiment. |
| Value investor | Strong fit | The stock can offer value to investors when engineering service fundamentals are priced modestly. |
| Dividend investor | Weak fit | Pro-Dex does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | Exposure to customer concentration and market volatility creates higher risk for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Small-cap liquidity can lead to significant share price swings. |
| Valuation risk | Medium | Market sentiment toward small-cap engineering firms can rapidly fluctuate. |
| Competition risk (Medical OEM scale) | High | The company competes with massive, well-capitalized medical device manufacturers. |
| Business quality | Medium | Quality is supported by specialized engineering but limited by customer concentration. |
| Dividend income | Low / none | Investors should not expect current cash income from this holding. |
| Execution risk | Medium | Success depends on meeting stringent, long-term engineering program milestones. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 104.45% | Avg. Invested days 34 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2026 |
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 213.21M USD | Price to earnings Ratio 16.16 | 1Y Target Price 74 |
Price to earnings Ratio 16.16 | 1Y Target Price 74 | ||
Volume (30-day avg) 77.7K shares | Beta 0.06 | 52 Weeks Range 23.47 - 77.00 | Updated Date 09/15/2026 |
52 Weeks Range 23.47 - 77.00 | Updated Date 09/15/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.12 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Medical Surgical Instruments | Design and contract manufacturing of surgical handpieces, motors, and accessories. | The company acts as a specialized 'behind-the-scenes' partner for large surgical device brands. |
| Motion Control Solutions | Components for industrial automation and specialized equipment. | Provides stable, albeit slower-growing, revenue from the broader industrial automation sector. |
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 2026-09-03 | When After Market | Estimate 0.67 | Actual 0.87 |
Profitability
Profit Margin 17.62% | Operating Margin (TTM) 17.3% |
Management Effectiveness
Return on Assets (TTM) 11.97% | Return on Equity (TTM) 32.43% |
Valuation
Trailing PE 16.16 | Forward PE 24.04 | Enterprise Value 210.55M | Price to Sales(TTM) 2.75 |
Enterprise Value 210.55M | Price to Sales(TTM) 2.75 | ||
Enterprise Value to Revenue 2.71 | Enterprise Value to EBITDA 10.41 | Shares Outstanding 3.20M | Shares Floating 1.76M |
Shares Outstanding 3.20M | Shares Floating 1.76M | ||
Percent Insiders 36.29 | Percent Institutions 31.73 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About Pro-Dex Inc
Exchange NASDAQ | Headquarters Irvine, CA, United States | ||
IPO Launch date 1995-08-18 | CEO, President, COO & Director Mr. Richard Lee Van Kirk Jr. | ||
Sector Healthcare | Industry Medical Instruments & Supplies | Full time employees 201 | Website https://www.pro-dex.com |
Full time employees 201 | Website https://www.pro-dex.com | ||
Pro-Dex, Inc. designs, develops, manufactures, and repairs powered surgical instruments for medical device original equipment manufacturers worldwide. It offers autoclavable, battery-powered and electric, and multi-function surgical drivers and shavers that are primarily used in the orthopedic, thoracic, and craniomaxillofacial markets. The company also provides engineering, quality, and regulatory consulting services; manufactures and sells rotary air motors to various industries; and precision machined parts and assemblies for the aerospace and defense industries. Its products are used in hospitals, medical engineering labs, scientific research facilities, and high-tech manufacturing operations. Pro-Dex, Inc. was founded in 1978 and is headquartered in Irvine, California.
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