STAAR Surgical Company logo

STAAR Surgical Company(STAA)

upturn advisory logo
EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
4-STAR RATING
PASS
LAST CLOSE
$22.38
10/08/2026
(24-hour delay)

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)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Upturn Advisory & Investor View for STAA

10/08/2026: STAA (4-star) is currently NOT-A-BUY. Pass it for now.

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.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit 75.61%
Avg. Invested days 39
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/08/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
STAA receives a 3-star rating, supported by solid analyst coverage. The rating is constrained by weak unit economics, and weak price momentum.

Company Fundamentals

★★★★★
STAA has moderate overall fundamentals (3 stars), with moderate financial health, soft growth momentum, and solid ownership. In FY2025 versus FY2024, growth and ownership metrics are mixed: negative earnings growth (-298.1%), weak cash generation (FCF margin -16.7%), negative revenue growth (-23.7%).

Financial Health Rating

★★★★★
STAA's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 52.6%). Cash strength is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
STAA's growth profile is soft, with the least-weak measure being revenue growth at -23.7% FY2025 versus FY2024. By comparison, while earnings growth (-298.1%, negative) and free-cash-flow growth (-422.2%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 111.6% and approximately 52.1% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.85%, which materially reduces the ownership score.

Top 5 Institutional Investors

BROADWOOD CAPITAL Inc 32.16%
BlackRock Inc 13.42%
Madison Avenue Partners, LP 8.33%
Yunqi Capital Ltd 6.50%
Point72 Asset Management, L.P. 4.86%

Unit Economics (Per $1K Revenue)

★★★★★
STAA generates approximately $762 of gross profit, $-192 of operating income, and $-167 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Operating losses and cash burn explain the 1-star rating, with weak cash conversion and weak capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 2.21%

Quantitative Style Profile

★★★★★
STAA has a liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Small / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.12B USD
Price to earnings Ratio 279.5
1Y Target Price 28
Price to earnings Ratio 279.5
1Y Target Price 28
Volume (30-day avg) 1.0M shares
Beta 1.18
52 Weeks Range 15.59 - 35.87
Updated Date 10/08/2026
52 Weeks Range 15.59 - 35.87
Updated Date 10/08/2026
Dividends yield (FY) -
Basic EPS (TTM) 0.08

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Advertisement

Valuation

Trailing PE 279.5
Forward PE 62.5
Enterprise Value 1.20B
Price to Sales(TTM) 3.3
Enterprise Value 1.20B
Price to Sales(TTM) 3.3
Enterprise Value to Revenue 5.36
Enterprise Value to EBITDA 42.84
Shares Outstanding 50.14M
Shares Floating 26.13M
Shares Outstanding 50.14M
Shares Floating 26.13M
Percent Insiders 0.85
Percent Institutions 111.56

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon 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)

Information icon 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)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About STAAR Surgical Company

Exchange NASDAQ
Headquarters Lake Forest, CA, United States
IPO Launch date 1983-07-15
CEO, President & Director Mr. Warren Foust
Sector Healthcare
Industry Medical Instruments & Supplies
Full time employees 921
Full time employees 921

STAAR Surgical Company, together with its subsidiaries, designs, develops, manufactures, and sells phakic implantable lenses for the eye and accessory delivery systems to deliver the lenses into the eye. The company offers implantable collamer lens product family (ICLs) comprising EVO ICL, EVO+ ICL, EVO Visian ICL, and EVO Viva ICL for use in refractive surgery for the treatment of visual disorders, such as myopia, hyperopia, astigmatism, and presbyopia. It serves health care providers, including ophthalmic surgeons, vision and surgical centers, hospitals, government facilities, and distributors, as well as ophthalmologists. The company sells its products directly through its sales representatives in Japan, the United States, Germany, Spain, Singapore, Canada, and the United Kingdom, as well as through representatives and independent distributors in China, Korea, India, France, Benelux, Italy, and internationally. STAAR Surgical Company was incorporated in 1982 and is headquartered in Lake Forest, California.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.