CONMED Corporation (CNMD)vsDexCom Inc (DXCM)
CNMD
CONMED Corporation
$46.99
+8.74%
HEALTHCARE · Cap: $1.30B
DXCM
DexCom Inc
$75.14
+0.39%
HEALTHCARE · Cap: $29.58B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 252% more annual revenue ($4.82B vs $1.37B). DXCM leads profitability with a 19.3% profit margin vs 4.0%. DXCM appears more attractively valued with a PEG of 1.43. DXCM earns a higher WallStSmart Score of 72/100 (B).
CNMD
Buy59
out of 100
Grade: C
DXCM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.2%
Fair Value
$58.17
Current Price
$46.98
$11.19 discount
Margin of Safety
+89.6%
Fair Value
$656.95
Current Price
$75.14
$581.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 136.8% YoY
Every $100 of equity generates 31 in profit
Earnings expanding 92.2% YoY
Strong operational efficiency at 21.4%
15.0% revenue growth
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 9.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CNMD
The strongest argument for CNMD centers on Price/Book, EPS Growth.
Bull Case : DXCM
The strongest argument for DXCM centers on Return on Equity, EPS Growth, Operating Margin. Profitability is solid with margins at 19.3% and operating margin at 21.4%. Revenue growth of 15.0% demonstrates continued momentum.
Bear Case : CNMD
The primary concerns for CNMD are PEG Ratio, Altman Z-Score, Market Cap. Thin 4.0% margins leave little buffer for downturns.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
CNMD profiles as a value stock while DXCM is a mature play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.45 — expect wider price swings.
DXCM is growing revenue faster at 15.0% — sustainability is the question.
DXCM generates stronger free cash flow (449M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (72/100 vs 59/100), backed by strong 19.3% margins and 15.0% revenue growth. CNMD offers better value entry with a 27.2% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CONMED Corporation
HEALTHCARE · MEDICAL DEVICES · USA
CONMED Corporation, a medical technology company, develops, manufactures and sells surgical devices and related equipment for minimally invasive procedures worldwide. The company is headquartered in Largo, Florida.
DexCom Inc
HEALTHCARE · MEDICAL DEVICES · USA
DexCom, Inc. is a company that develops, manufactures, and distributes continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with headquarters in San Diego, California, and has a manufacturing facility in Mesa, Arizona.
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