CONMED Corporation (CNMD)vsDexCom Inc (DXCM)
CNMD
CONMED Corporation
$45.76
-3.05%
HEALTHCARE · Cap: $1.37B
DXCM
DexCom Inc
$78.62
+0.08%
HEALTHCARE · Cap: $32.47B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 262% more annual revenue ($4.97B vs $1.37B). DXCM leads profitability with a 20.1% profit margin vs 4.1%. DXCM appears more attractively valued with a PEG of 1.35. DXCM earns a higher WallStSmart Score of 74/100 (B).
CNMD
Buy57
out of 100
Grade: C
DXCM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.9%
Fair Value
$57.90
Current Price
$45.76
$12.14 discount
Margin of Safety
+89.9%
Fair Value
$676.00
Current Price
$78.62
$597.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 38 in profit
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 24.3%
Earnings expanding 43.6% YoY
Areas to Watch
Expensive relative to growth rate
0.3% revenue growth
Distress zone — elevated risk
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Trading at 11.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CNMD
The strongest argument for CNMD centers on Price/Book.
Bull Case : DXCM
The strongest argument for DXCM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 24.3%. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : CNMD
The primary concerns for CNMD are PEG Ratio, Revenue Growth, Altman Z-Score. Thin 4.1% 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 1.48 — expect wider price swings.
DXCM is growing revenue faster at 13.1% — sustainability is the question.
DXCM generates stronger free cash flow (185M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (74/100 vs 57/100), backed by strong 20.1% margins and 13.1% revenue growth. CNMD offers better value entry with a 26.9% 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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