All companies
Masimo Corporation logo

What smart money is saying about Masimo CorporationUnited States flag

MASI · Healthcare · Medical - Instruments & Supplies · Market cap $7.26B

2 funds in our archive have pitched Masimo Corporation — most recently Baron Health Care Fund in June 2025.

Company profile

Masimo Corporation develops, manufactures, and markets noninvasive monitoring technologies and hospital automation solutions worldwide. The company offers masimo signal extraction technology (SET) pulse oximetry with measure-through motion and low perfusion pulse oximetry monitoring to address the primary limitations of conventional pulse oximetry. It also provides Masimo rainbow SET platform that includes rainbow SET Pulse CO-Oximetry products that noninvasively monitor hemoglobin species, including oxygen saturation, pulse rate, perfusion index, pleth variability index, and respiration rate from the pleth; noninvasively monitor hemoglobin concentration, and carboxyhemoglobin and methemoglobin; monitor arterial oxygen saturation and acoustic respiration rate; and calculates oxygen content and oxygen reserve index. It offers SedLine brain function monitoring technology to measure the brain's electrical activity by detecting EEG signals; capnography and gas monitoring products comprising external plug-in-and-measure capnography and gas analyzers, integrated modules, handheld capnograph and capnometer devices, and capnography sampling lines; O3 regional oximetry for tissue oxygen saturation measurement; and hemodynamic monitoring solutions. Its Masimo Hospital Automation platform includes Patient SafetyNet, Patient SafetyNet surveillance, Kite, UniView, Replica, UniView : 60, and MyView. It offers connectivity devices; and nasal high flow ventilation and neuromodulation solutions. It provides its products through direct sales force, distributors, and original equipment manufacturers partners to hospitals, emergency medical service and home care providers, long-term care facilities, physician offices, veterinarians, and consumers; and non-medical/consumer products through e-commerce site, masimopersonalhealth.com. The company was incorporated in 1989 and is headquartered in Irvine, California.

Fund coverage · 2 theses

  • Baron Health Care Fund
    June 2025

    Masimo Corporation is a medical device company focused on non-invasive patient monitoring technologies, recently divested its consumer audio business to concentrate on health care, and is optimistic about growth and profitability under new CEO Katie Szyman.

    Read the full thesis
  • Baron Health Care Fund
    March 2025

    Masimo Corporation is a leading medical device company specializing in advanced non-invasive patient monitoring technologies, particularly in pulse oximetry, and is positioned for steady revenue growth and margin expansion in the healthcare sector.

    Read the full thesis

Read every full thesis on Masimo Corporation

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans