Alcon AG (ALC)vsMedline Inc. Class A Common Stock (MDLN)
ALC
Alcon AG
$73.65
-1.81%
HEALTHCARE · Cap: $36.81B
MDLN
Medline Inc. Class A Common Stock
$42.73
-1.97%
HEALTHCARE · Cap: $34.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 173% more annual revenue ($28.43B vs $10.40B). ALC leads profitability with a 9.4% profit margin vs 4.1%. MDLN trades at a lower P/E of 29.5x. MDLN earns a higher WallStSmart Score of 52/100 (C-).
ALC
Hold49
out of 100
Grade: D+
MDLN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-489.8%
Fair Value
$13.46
Current Price
$73.65
$60.19 premium
Margin of Safety
+32.7%
Fair Value
$66.92
Current Price
$42.73
$24.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 1255.0% 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%
Moderate valuation
ROE of 6.5% — below average capital efficiency
4.1% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Debt/Equity, Price/Book.
Bull Case : MDLN
The strongest argument for MDLN centers on EPS Growth. Revenue growth of 14.8% demonstrates continued momentum.
Bear Case : ALC
The primary concerns for ALC are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
MDLN is growing revenue faster at 14.8% — sustainability is the question.
ALC generates stronger free cash flow (489M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDLN scores higher overall (52/100 vs 49/100) and 14.8% 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 →Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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