Medpace is a company we have owned since October 2023.

Yesterday, the company published its results.

And guess what? The stock is up +40% (!) today.

Medpace 101

How does Medpace make money?
Medpace makes money by providing clinical trial management services to pharmaceutical, biotechnology, and medical device companies, charging fees for managing the complex process of bringing new therapies to market.

What happened?

Medpace published better-than-expected results yesterday and raised its guidance.

The quarterly results looked as follows:

• Revenue: $603.3 million (+14.2%)

• EBITDA: $130.5 million (+16.2%)

• Diluted EPS: $3.10 (+12.7%)

H1 2025 Results:

• Revenue: $1.16 billion (+11.8%)

• EBITDA: $249.1 million (+9.3%)

• Diluted EPS: $6.79 (+13.9%)

Those numbers look great.

What’s even better? The company raised its guidance.

Medpace expects its revenue to grow between 17.6% and 26.9% during the second half of the year. Those growth figures look very attractive.

Another thing I love to see? Medpace heavily bought back shares while the company was trading at very cheap valuation levels.

During the first 6 months of 2025, Medpace bought back 9.6% of its outstanding shares at an average price of $308.

This created a lot of shareholder value, as the stock will open at a stock price of $450 today.

Conclusion

I’m very happy with Medpace’s results.

It’s always nice to have a stock in your portfolio soar by almost +40% in just one day.

As our Medpace position is currently worth $80,000 this means we made $32,000 in just one day with just one stock.

And you can’t say that I didn’t tell you about Medpace.

In May this year, I sent this report to Partners of Compounding Quality:

The company I was talking about? Medpace.

If you bought the stock since the publication of this report, you’d be up +40%.

Make sure you don’t miss out on our next stock pick.

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