Alcon AG (ALC)vsLeMaitre Vascular Inc (LMAT)
ALC
Alcon AG
$75.26
+1.37%
HEALTHCARE · Cap: $37.11B
LMAT
LeMaitre Vascular Inc
$111.08
+0.99%
HEALTHCARE · Cap: $2.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 4067% more annual revenue ($10.40B vs $249.60M). LMAT leads profitability with a 23.1% profit margin vs 9.4%. ALC appears more attractively valued with a PEG of 1.70. LMAT earns a higher WallStSmart Score of 61/100 (C+).
ALC
Hold49
out of 100
Grade: D+
LMAT
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-489.8%
Fair Value
$13.46
Current Price
$75.26
$61.80 premium
Margin of Safety
+25.6%
Fair Value
$117.94
Current Price
$111.08
$6.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Keeps 23 of every $100 in revenue as profit
Strong operational efficiency at 21.8%
15.7% revenue growth
Earnings expanding 41.4% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 4.5% — below average capital efficiency
Earnings declined 22.2%
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 Debt/Equity, Price/Book.
Bull Case : LMAT
The strongest argument for LMAT centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 23.1% and operating margin at 21.8%. Revenue growth of 15.7% demonstrates continued momentum.
Bear Case : ALC
The primary concerns for ALC are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : LMAT
The primary concerns for LMAT are PEG Ratio, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Key Dynamics to Monitor
ALC profiles as a value stock while LMAT is a growth play — different risk/reward profiles.
ALC carries more volatility with a beta of 0.70 — expect wider price swings.
LMAT is growing revenue faster at 15.7% — sustainability is the question.
ALC generates stronger free cash flow (489M), providing more financial flexibility.
Bottom Line
LMAT scores higher overall (61/100 vs 49/100), backed by strong 23.1% margins and 15.7% revenue growth. 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 →LeMaitre Vascular Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
LeMaitre Vascular, Inc. designs, markets, sells, services and supports medical devices and implants for the treatment of peripheral vascular diseases worldwide. The company is headquartered in Burlington, Massachusetts.
Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
Want to dig deeper into these stocks?