AtriCure Inc (ATRC)vsWest Pharmaceutical Services Inc (WST)
ATRC
AtriCure Inc
$27.10
-0.62%
HEALTHCARE · Cap: $1.46B
WST
West Pharmaceutical Services Inc
$314.50
-0.89%
HEALTHCARE · Cap: $23.23B
Smart Verdict
WallStSmart Research — data-driven comparison
West Pharmaceutical Services Inc generates 483% more annual revenue ($3.22B vs $552.16M). WST leads profitability with a 16.9% profit margin vs -0.8%. WST appears more attractively valued with a PEG of 3.16. WST earns a higher WallStSmart Score of 65/100 (C+).
ATRC
Hold37
out of 100
Grade: F
WST
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.5%
Fair Value
$73.91
Current Price
$27.10
$46.81 discount
Margin of Safety
-56.0%
Fair Value
$157.79
Current Price
$314.50
$156.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 56.1% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 21.7%
Revenue surging 21.0% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.4%
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ATRC
The strongest argument for ATRC centers on Debt/Equity, Price/Book. Revenue growth of 14.3% demonstrates continued momentum.
Bull Case : WST
The strongest argument for WST centers on EPS Growth, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 16.9% and operating margin at 21.7%. Revenue growth of 21.0% demonstrates continued momentum.
Bear Case : ATRC
The primary concerns for ATRC are EPS Growth, Market Cap, Operating Margin.
Bear Case : WST
The primary concerns for WST are PEG Ratio, P/E Ratio. A P/E of 44.1x leaves little room for execution misses.
Key Dynamics to Monitor
ATRC profiles as a turnaround stock while WST is a growth play — different risk/reward profiles.
ATRC carries more volatility with a beta of 1.26 — expect wider price swings.
WST is growing revenue faster at 21.0% — sustainability is the question.
WST generates stronger free cash flow (47M), providing more financial flexibility.
Bottom Line
WST scores higher overall (65/100 vs 37/100), backed by strong 16.9% margins and 21.0% revenue growth. ATRC offers better value entry with a 55.5% margin of safety. 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.
AtriCure Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
AtriCure, Inc. develops, manufactures, and sells devices for the surgical ablation of cardiac tissue and systems to medical centers in the United States, Europe, Asia, and internationally. The company is headquartered in Mason, Ohio.
West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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