DexCom Inc (DXCM)vsInfuSystems Holdings Inc (INFU)
DXCM
DexCom Inc
$90.80
+1.42%
HEALTHCARE · Cap: $31.49B
INFU
InfuSystems Holdings Inc
$12.24
-1.77%
HEALTHCARE · Cap: $248.77M
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 3367% more annual revenue ($4.97B vs $143.34M). DXCM leads profitability with a 20.1% profit margin vs 6.0%. DXCM appears more attractively valued with a PEG of 1.56. DXCM earns a higher WallStSmart Score of 72/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
INFU
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DXCM.
Margin of Safety
+27.7%
Fair Value
$10.52
Current Price
$12.24
$1.72 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
Earnings expanding 25.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 13.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.6% revenue growth
Grey zone — moderate risk
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 : INFU
The strongest argument for INFU centers on EPS Growth.
Bear Case : DXCM
The primary concerns for DXCM are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : INFU
The primary concerns for INFU are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
DXCM profiles as a mature stock while INFU is a value play — different risk/reward profiles.
INFU carries more volatility with a beta of 1.46 — 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 (72/100 vs 56/100), backed by strong 20.1% margins and 13.1% revenue growth. INFU offers better value entry with a 27.7% 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.
InfuSystems Holdings Inc
HEALTHCARE · MEDICAL DEVICES · USA
InfuSystem Holdings, Inc., provides infusion pumps and related products and services in the United States and Canada. The company is headquartered in Rochester Hills, Michigan.
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