Alcon AG (ALC)vsBausch + Lomb Corp (BLCO)
ALC
Alcon AG
$64.87
-0.26%
HEALTHCARE · Cap: $31.51B
BLCO
Bausch + Lomb Corp
$16.80
-0.30%
HEALTHCARE · Cap: $6.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 104% more annual revenue ($10.86B vs $5.32B). ALC leads profitability with a 5.9% profit margin vs -3.2%. BLCO appears more attractively valued with a PEG of 0.89. ALC earns a higher WallStSmart Score of 51/100 (C-).
ALC
Buy51
out of 100
Grade: C-
BLCO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.2%
Fair Value
$64.96
Current Price
$64.87
$0.09 premium
Margin of Safety
-76.3%
Fair Value
$9.66
Current Price
$16.80
$7.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
ROE of 3.0% — below average capital efficiency
5.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -3.4% — below average capital efficiency
Earnings declined 88.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Price/Book, Debt/Equity. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bull Case : BLCO
The strongest argument for BLCO centers on Price/Book, PEG Ratio. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : ALC
The primary concerns for ALC are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 50.5x leaves little room for execution misses.
Bear Case : BLCO
The primary concerns for BLCO are Piotroski F-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
ALC profiles as a value stock while BLCO is a turnaround play — different risk/reward profiles.
ALC carries more volatility with a beta of 0.70 — expect wider price swings.
BLCO is growing revenue faster at 9.1% — sustainability is the question.
ALC generates stronger free cash flow (414M), providing more financial flexibility.
Bottom Line
ALC scores higher overall (51/100 vs 45/100). 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 →Bausch + Lomb Corp
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Bausch Lomb Corporation is an eye health company in Canada and internationally. The company is headquartered in Vaughan, Canada.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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