DexCom Inc (DXCM)vsEdwards Lifesciences Corp (EW)
DXCM
DexCom Inc
$83.03
-1.75%
HEALTHCARE · Cap: $31.90B
EW
Edwards Lifesciences Corp
$84.37
-2.77%
HEALTHCARE · Cap: $49.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 31% more annual revenue ($6.51B vs $4.97B). DXCM leads profitability with a 20.1% profit margin vs 15.4%. DXCM appears more attractively valued with a PEG of 1.35. DXCM earns a higher WallStSmart Score of 74/100 (B).
DXCM
Strong Buy74
out of 100
Grade: B
EW
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DXCM.
Margin of Safety
+68.9%
Fair Value
$254.99
Current Price
$84.37
$170.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.8%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.9x book value
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 25.4%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : EW
The strongest argument for EW centers on Debt/Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.8%. Revenue growth of 13.6% demonstrates continued momentum.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 51.6x leaves little room for execution misses.
Key Dynamics to Monitor
DXCM carries more volatility with a beta of 1.42 — expect wider price swings.
EW is growing revenue faster at 13.6% — sustainability is the question.
EW generates stronger free cash flow (585M), providing more financial flexibility.
Monitor MEDICAL DEVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DXCM scores higher overall (74/100 vs 55/100), backed by strong 20.1% margins and 13.1% revenue growth. EW offers better value entry with a 68.9% 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.
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.
Edwards Lifesciences Corp
HEALTHCARE · MEDICAL DEVICES · USA
Edwards Lifesciences is an American medical technology company headquartered in Irvine, California, specializing in artificial heart valves and hemodynamic monitoring.
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