3D Systems Corp (NYSE:DDD)

CAPS Rating: 4 out of 5

The Company through subsidiaries designs, develops, manufactures, markets and services rapid 3-D printing, prototyping and manufacturing systems and related products and materials.


Player Avatar VTDave (62.11) Submitted: 2/12/2012 7:43:04 PM : Outperform Start Price: $13.75 DDD Score: +77.95

3D printing is clearly an industry that is only starting to take off. And while there may be many winners, I believe that DDD is sure to be one of them.

DDD is focused on making the 3D printing process "coloring book simple" which would be quite a feat given the advanced 3D modeling involved. As it is, revenues have been accelerating at >30% YoY since 2010. If they are able to pull this off, that growth could accelerate at that level for years.

The technology is clearly moving forward, but there is still a question of timing in my mind. While I think DDD has a great chance of achieving sustained superior growth for a long, long time, I'm not sure the technology will be ready for prime time in the next 12 months. And yet, I think the future prospects will get priced into the stock way before the market actually takes off, so I don't want to miss it. I'm picking 5+ years to outperform the market.

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