WallStSmart

DexCom Inc (DXCM)vsInogen Inc (INGN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DexCom Inc generates 1303% more annual revenue ($4.97B vs $354.30M). DXCM leads profitability with a 20.1% profit margin vs -6.9%. DXCM appears more attractively valued with a PEG of 1.35. DXCM earns a higher WallStSmart Score of 74/100 (B).

DXCM

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 8.5Value: 5.0Quality: 6.5
Piotroski: 5/9Altman Z: 2.67

INGN

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 2.0Value: 5.7Quality: 7.5
Piotroski: 5/9Altman Z: 1.71
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DXCM.

INGNUndervalued (+88.9%)

Margin of Safety

+88.9%

Fair Value

$55.09

Current Price

$5.31

$49.78 discount

UndervaluedFair: $55.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DXCM4 strengths · Avg: 8.8/10
Return on EquityProfitability
38.1%10/10

Every $100 of equity generates 38 in profit

Profit MarginProfitability
20.1%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

EPS GrowthGrowth
43.6%8/10

Earnings expanding 43.6% YoY

INGN3 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
87.3%10/10

Earnings expanding 87.3% YoY

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Areas to Watch

DXCM2 concerns · Avg: 4.0/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.9x4/10

Trading at 11.9x book value

INGN4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

Altman Z-ScoreHealth
1.714/10

Distress zone — elevated risk

Market CapQuality
$143.04M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.482/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : INGN

The strongest argument for INGN centers on Price/Book, EPS Growth, Debt/Equity.

Bear Case : DXCM

The primary concerns for DXCM are P/E Ratio, Price/Book.

Bear Case : INGN

The primary concerns for INGN are Revenue Growth, Altman Z-Score, Market Cap.

Key Dynamics to Monitor

DXCM profiles as a mature stock while INGN is a turnaround play — different risk/reward profiles.

INGN carries more volatility with a beta of 1.60 — 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 49/100), backed by strong 20.1% margins and 13.1% revenue growth. INGN offers better value entry with a 88.9% margin of safety. Both earn "Strong 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.

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.

Inogen Inc

HEALTHCARE · MEDICAL DEVICES · USA

Inogen, Inc., a medical technology company, develops, manufactures, and markets portable oxygen concentrators for patients, physicians and other physicians, and third-party payers in the United States and internationally. The company is headquartered in Goleta, California.

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