DexCom Inc (DXCM)vsInspire Medical Systems Inc (INSP)
DXCM
DexCom Inc
$75.14
+0.39%
HEALTHCARE · Cap: $29.58B
INSP
Inspire Medical Systems Inc
$51.07
-1.73%
HEALTHCARE · Cap: $1.53B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 426% more annual revenue ($4.82B vs $915.25M). DXCM leads profitability with a 19.3% profit margin vs 14.3%. INSP trades at a lower P/E of 11.5x. DXCM earns a higher WallStSmart Score of 72/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
INSP
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.6%
Fair Value
$656.95
Current Price
$75.14
$581.81 discount
Margin of Safety
+84.8%
Fair Value
$449.81
Current Price
$51.07
$398.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 31 in profit
Earnings expanding 92.2% YoY
Strong operational efficiency at 21.4%
15.0% revenue growth
Attractively priced relative to earnings
Earnings expanding 308.4% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.8x book value
1.6% revenue growth
Smaller company, higher risk/reward
Operating margin of -0.6%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : INSP
The strongest argument for INSP centers on P/E Ratio, EPS Growth, Debt/Equity.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : INSP
The primary concerns for INSP are Revenue Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
DXCM profiles as a mature stock while INSP is a value 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 56/100), backed by strong 19.3% margins and 15.0% revenue growth. INSP offers better value entry with a 84.8% 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.
Inspire Medical Systems Inc
HEALTHCARE · MEDICAL DEVICES · USA
Inspire Medical Systems, Inc., a medical technology company, focuses on the development and commercialization of minimally invasive solutions for patients with obstructive sleep apnea (OSA) in the United States and Europe. The company is headquartered in Golden Valley, Minnesota.
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