Alcon AG (ALC)vsMedtronic PLC (MDT)
ALC
Alcon AG
$62.56
-2.07%
HEALTHCARE · Cap: $31.15B
MDT
Medtronic PLC
$76.15
-2.32%
HEALTHCARE · Cap: $100.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 234% more annual revenue ($35.48B vs $10.63B). MDT leads profitability with a 13.0% profit margin vs 7.7%. MDT appears more attractively valued with a PEG of 1.36. MDT earns a higher WallStSmart Score of 58/100 (C).
ALC
Hold49
out of 100
Grade: D+
MDT
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.9%
Fair Value
$92.25
Current Price
$62.56
$29.69 discount
Margin of Safety
+27.7%
Fair Value
$107.79
Current Price
$76.15
$31.64 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 3.7% — below average capital efficiency
7.7% margin — thin
Earnings declined 11.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Price/Book, Debt/Equity.
Bull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bear Case : ALC
The primary concerns for ALC are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
ALC carries more volatility with a beta of 0.70 — expect wider price swings.
ALC is growing revenue faster at 9.4% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDT scores higher overall (58/100 vs 49/100). 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 →Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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