DexCom Inc (DXCM)vsInspire Medical Systems Inc (INSP)
DXCM
DexCom Inc
$83.03
-1.75%
HEALTHCARE · Cap: $31.90B
INSP
Inspire Medical Systems Inc
$73.00
+7.16%
HEALTHCARE · Cap: $1.92B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 453% more annual revenue ($4.97B vs $898.74M). DXCM leads profitability with a 20.1% profit margin vs 15.0%. INSP trades at a lower P/E of 14.7x. DXCM earns a higher WallStSmart Score of 74/100 (B).
DXCM
Strong Buy74
out of 100
Grade: B
INSP
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DXCM.
Margin of Safety
+84.2%
Fair Value
$431.37
Current Price
$73.00
$358.37 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 308.4% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.9x book value
Smaller company, higher risk/reward
Revenue declined 7.6%
Operating margin of -0.3%
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 : INSP
The strongest argument for INSP centers on EPS Growth, Debt/Equity, Altman Z-Score.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : INSP
The primary concerns for INSP are Market Cap, Revenue Growth, Operating Margin.
Key Dynamics to Monitor
DXCM profiles as a mature stock while INSP is a declining play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.42 — 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 51/100), backed by strong 20.1% margins and 13.1% revenue growth. INSP offers better value entry with a 84.2% 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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