Solventum Corp.
- 거래소
- 미국
- 국가 / 지역
- USA
- 상장일
- 2024년 3월 26일
- 직원 수
- 20,584
종합 밸류에이션 구간 · 보수적 $50–$65 / 적정 $70–$90 / 낙관적 $105–$135. $80.47 기준, 적정 내재가치 구간 내.
보고서 발행 시 $74.95（2026년 5월 30일）
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
Solventum Corporation, a healthcare company, develops, manufactures, and commercializes a portfolio of solutions to address critical customer and patient needs in the United States and internationally. It operates through three segments: Medsurg, Dental Solutions, and Health Information Systems. The Medsurg segment offers solutions, such as negative pressure wound therapy, advanced wound dressings, advanced skin care, synthetic tissue matrices, I.V. site management, sterilization assurance, temperature management, surgical supplies, medical tapes and wraps, stethoscopes, medical electrodes, and medical technologies for original equipment manufacturers. The Dental Solutions segment provides dental and orthodontic products, including brackets, aligners, restorative cements, and bonding agents to span the life of the tooth, and products for preventative dental care, direct and indirect restoration, and orthodontic needs. The Health Information Systems segment offers healthcare systems with software solutions comprising computer-assisted physician documentation, direct-to-bill and coding automation, classification methodologies, speech recognition, and data visualization platforms. The company sells its products and services through direct-to-consumer, distribution, key account management, inside sales, and e-commerce. Solventum Corporation was incorporated in 2023 and is headquartered in Eagan, Minnesota.
연혁
Solventum Corporation was incorporated in 2023 and is headquartered in Eagan, Minnesota. The company was spun off from 3M's healthcare business and became an independent, publicly listed company on April 1, 2024, with an IPO date of March 26, 2024. It carries a portfolio of brands built over more than 70 years of history and operates through three segments: Medsurg, Dental Solutions, and Health Information Systems, employing 20,584 people. In 2025 it reshaped its portfolio by selling its Purification & Filtration business for roughly $4 billion in cash, using the proceeds largely to reduce leverage: it repaid $2 billion of senior notes through a tender offer, an $870 million three-year term loan, and a $200 million eighteen-month term loan. Also in 2025 it acquired Acera Surgical for total consideration of $776 million to expand its wound-care assets, after which the board authorized a $1 billion share repurchase program; in the first quarter of 2026 it repurchased about 922,600 shares for $67 million.
업계 내 위치
Solventum is a U.S.-based healthcare company in medical instruments and supplies, competing across wound care, surgical infection prevention, dental materials, and healthcare IT. By 2025 revenue mix, Medsurg accounted for 57.9% of sales, Dental Solutions 16.2%, and Health Information Systems 16.3%. Listed competitors include, in Medsurg, Smith+Nephew, Molnlycke, Coloplast, Convatec, BD, ICU Medical, Cardinal Health, and Steris; in Dental, Dentsply Sirona, Envista, Straumann, Ivoclar, and Align; and in Health Information Systems, Optum, Microsoft/Nuance, Epic, Oracle/Cerner, and Waystar, alongside a range of startup software firms. Its competitive position rests on a widely used, long-established brand portfolio and clinical trust accumulated over 70-plus years, switching costs tied to clinical workflows, training, compliance, and IT integration, regulatory and manufacturing know-how, and an installed base of leased equipment and HIS deployments; the company states it has essentially no network effects and that no single IP asset is decisive to the overall business. Customer concentration is low, with no customer exceeding 10% of revenue in 2025. Solventum remains dependent on 3M as the sole source for certain key materials, tied to products that generated about $3 billion of revenue in 2025, roughly $2 billion of which involves 3M proprietary process materials.
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