Alcon AG (ALC)vsResMed Inc (RMD)
ALC
Alcon AG
$73.65
-1.81%
HEALTHCARE · Cap: $36.81B
RMD
ResMed Inc
$225.99
-0.62%
HEALTHCARE · Cap: $32.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 93% more annual revenue ($10.40B vs $5.40B). RMD leads profitability with a 27.5% profit margin vs 9.4%. RMD appears more attractively valued with a PEG of 1.39. RMD earns a higher WallStSmart Score of 70/100 (B).
ALC
Hold49
out of 100
Grade: D+
RMD
Strong Buy70
out of 100
Grade: B
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
+14.3%
Fair Value
$303.00
Current Price
$225.99
$77.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 35.2%
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
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%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Debt/Equity, Price/Book.
Bull Case : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.5% and operating margin at 35.2%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : ALC
The primary concerns for ALC are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
ALC profiles as a value stock while RMD is a mature play — different risk/reward profiles.
RMD carries more volatility with a beta of 0.89 — expect wider price swings.
RMD is growing revenue faster at 11.0% — sustainability is the question.
ALC generates stronger free cash flow (489M), providing more financial flexibility.
Bottom Line
RMD scores higher overall (70/100 vs 49/100), backed by strong 27.5% margins and 11.0% revenue growth. Both earn "Strong 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 →ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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