DexCom Inc (DXCM)vsiRhythm Technologies Inc (IRTC)
DXCM
DexCom Inc
$75.14
+0.39%
HEALTHCARE · Cap: $29.58B
IRTC
iRhythm Technologies Inc
$122.44
+4.32%
HEALTHCARE · Cap: $3.66B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 512% more annual revenue ($4.82B vs $787.85M). DXCM leads profitability with a 19.3% profit margin vs -3.5%. DXCM earns a higher WallStSmart Score of 72/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
IRTC
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.6%
Fair Value
$656.95
Current Price
$75.14
$581.81 discount
Intrinsic value data unavailable for IRTC.
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
Revenue surging 25.7% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.8x book value
0.0% earnings growth
Trading at 24.9x book value
ROE of -17.2% — below average capital efficiency
Negative free cash flow — burning cash
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 : IRTC
The strongest argument for IRTC centers on Revenue Growth. Revenue growth of 25.7% demonstrates continued momentum.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : IRTC
The primary concerns for IRTC are EPS Growth, Price/Book, Return on Equity. Debt-to-equity of 4.52 is elevated, increasing financial risk.
Key Dynamics to Monitor
DXCM profiles as a mature stock while IRTC is a growth play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.45 — expect wider price swings.
IRTC is growing revenue faster at 25.7% — sustainability is the question.
DXCM generates stronger free cash flow (449M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (72/100 vs 30/100), backed by strong 19.3% margins and 15.0% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
iRhythm Technologies Inc
HEALTHCARE · MEDICAL DEVICES · USA
iRhythm Technologies, Inc., a digital healthcare company, offers ambulatory electrocardiogram (ECG) monitoring products for patients at risk for arrhythmias in the United States. The company is headquartered in San Francisco, California.
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