Adapthealth Corp (AHCO)vsDexCom Inc (DXCM)
AHCO
Adapthealth Corp
$5.64
+1.26%
HEALTHCARE · Cap: $761.77M
DXCM
DexCom Inc
$86.62
-0.97%
HEALTHCARE · Cap: $33.72B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 48% more annual revenue ($4.97B vs $3.36B). DXCM leads profitability with a 20.1% profit margin vs -6.8%. DXCM earns a higher WallStSmart Score of 74/100 (B).
AHCO
Hold47
out of 100
Grade: D+
DXCM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.3%
Fair Value
$32.23
Current Price
$5.64
$26.59 discount
Intrinsic value data unavailable for DXCM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 38 in profit
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 24.3%
Earnings expanding 43.6% YoY
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 0.8%
Elevated debt levels
ROE of -16.6% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 12.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AHCO
The strongest argument for AHCO centers on Price/Book. Revenue growth of 12.7% demonstrates continued momentum.
Bull Case : DXCM
The strongest argument for DXCM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 24.3%. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : AHCO
The primary concerns for AHCO are Market Cap, Operating Margin, Debt/Equity.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
AHCO profiles as a turnaround stock while DXCM is a mature play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.42 — expect wider price swings.
DXCM is growing revenue faster at 13.1% — sustainability is the question.
DXCM generates stronger free cash flow (185M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (74/100 vs 47/100), backed by strong 20.1% margins and 13.1% revenue growth. AHCO offers better value entry with a 67.3% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Adapthealth Corp
HEALTHCARE · MEDICAL DEVICES · USA
AdaptHealth Corp. The company is headquartered in Plymouth Meeting, Pennsylvania.
Visit Website →DexCom Inc
HEALTHCARE · MEDICAL DEVICES · USA
DexCom, Inc. is a company that develops, manufactures, and distributes continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with headquarters in San Diego, California, and has a manufacturing facility in Mesa, Arizona.
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