Alcon AG (ALC)vsLeMaitre Vascular Inc (LMAT)
ALC
Alcon AG
$66.81
+0.35%
HEALTHCARE · Cap: $33.11B
LMAT
LeMaitre Vascular Inc
$94.48
+0.98%
HEALTHCARE · Cap: $2.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 4049% more annual revenue ($10.63B vs $256.28M). LMAT leads profitability with a 24.3% profit margin vs 7.7%. ALC appears more attractively valued with a PEG of 1.54. LMAT earns a higher WallStSmart Score of 63/100 (C+).
ALC
Hold49
out of 100
Grade: D+
LMAT
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.0%
Fair Value
$64.04
Current Price
$66.81
$2.77 premium
Margin of Safety
-61.0%
Fair Value
$54.53
Current Price
$94.48
$39.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 26.7%
Earnings expanding 41.7% YoY
Areas to Watch
Expensive relative to growth rate
ROE of 3.7% — below average capital efficiency
7.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Price/Book, Debt/Equity.
Bull Case : LMAT
The strongest argument for LMAT centers on Altman Z-Score, Profit Margin, Operating Margin. Profitability is solid with margins at 24.3% and operating margin at 26.7%. Revenue growth of 11.2% demonstrates continued momentum.
Bear Case : ALC
The primary concerns for ALC are PEG Ratio, Return on Equity, Profit Margin. A P/E of 40.7x leaves little room for execution misses.
Bear Case : LMAT
The primary concerns for LMAT are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
ALC profiles as a value stock while LMAT is a mature 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 11.2% — sustainability is the question.
ALC generates stronger free cash flow (274M), providing more financial flexibility.
Bottom Line
LMAT scores higher overall (63/100 vs 49/100), backed by strong 24.3% margins and 11.2% 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.
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