Alcon AG (ALC)vsAtriCure Inc (ATRC)
ALC
Alcon AG
$66.03
-0.78%
HEALTHCARE · Cap: $34.08B
ATRC
AtriCure Inc
$54.54
+2.98%
HEALTHCARE · Cap: $2.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 1807% more annual revenue ($10.86B vs $569.62M). ALC leads profitability with a 5.9% profit margin vs 1.9%. ALC appears more attractively valued with a PEG of 1.27. ALC earns a higher WallStSmart Score of 51/100 (C-).
ALC
Buy51
out of 100
Grade: C-
ATRC
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.0%
Fair Value
$65.08
Current Price
$66.03
$0.95 premium
Margin of Safety
+56.0%
Fair Value
$74.75
Current Price
$54.54
$20.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Areas to Watch
ROE of 3.8% — below average capital efficiency
5.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
0.0% earnings growth
1.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Price/Book, Debt/Equity. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : ATRC
The strongest argument for ATRC centers on Debt/Equity. Revenue growth of 12.8% demonstrates continued momentum.
Bear Case : ALC
The primary concerns for ALC are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 53.8x leaves little room for execution misses.
Bear Case : ATRC
The primary concerns for ATRC are EPS Growth, Profit Margin, PEG Ratio. A P/E of 255.9x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ATRC carries more volatility with a beta of 1.26 — expect wider price swings.
ATRC is growing revenue faster at 12.8% — sustainability is the question.
ALC generates stronger free cash flow (414M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ALC scores higher overall (51/100 vs 35/100). ATRC offers better value entry with a 56.0% margin of safety. Both earn "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.
Alcon AG
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Alcon, Inc., an eye care company, researches, develops, manufactures, distributes and sells eye care products for eye care professionals and their patients around the world. The company is headquartered in Geneva, Switzerland.
Visit Website →AtriCure Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
AtriCure, Inc. develops, manufactures, and sells devices for the surgical ablation of cardiac tissue and systems to medical centers in the United States, Europe, Asia, and internationally. The company is headquartered in Mason, Ohio.
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