WallStSmart

DexCom Inc (DXCM)vsPulmonx Corp (LUNG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DexCom Inc generates 5341% more annual revenue ($4.82B vs $88.55M). DXCM leads profitability with a 19.3% profit margin vs -60.1%. DXCM earns a higher WallStSmart Score of 72/100 (B).

DXCM

Strong Buy

72

out of 100

Grade: B

Growth: 8.7Profit: 8.5Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 2.67

LUNG

Avoid

34

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: -5.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DXCMUndervalued (+89.6%)

Margin of Safety

+89.6%

Fair Value

$656.95

Current Price

$75.14

$581.81 discount

UndervaluedFair: $656.95Overvalued

Intrinsic value data unavailable for LUNG.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DXCM4 strengths · Avg: 9.0/10
Return on EquityProfitability
31.5%10/10

Every $100 of equity generates 31 in profit

EPS GrowthGrowth
92.2%10/10

Earnings expanding 92.2% YoY

Operating MarginProfitability
21.4%8/10

Strong operational efficiency at 21.4%

Revenue GrowthGrowth
15.0%8/10

15.0% revenue growth

LUNG1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Areas to Watch

DXCM2 concerns · Avg: 4.0/10
P/E RatioValuation
32.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.8x4/10

Trading at 9.8x book value

LUNG4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$51.53M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.233/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : LUNG

The strongest argument for LUNG centers on Price/Book.

Bear Case : DXCM

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

Bear Case : LUNG

The primary concerns for LUNG are EPS Growth, Market Cap, Debt/Equity.

Key Dynamics to Monitor

DXCM profiles as a mature stock while LUNG is a turnaround 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 34/100), 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.

Pulmonx Corp

HEALTHCARE · MEDICAL DEVICES · USA

Pulmonx Corporation, a medical technology company, designs, develops, manufactures and markets minimally invasive medical devices for the diagnosis and treatment of chronic obstructive pulmonary diseases. The company is headquartered in Redwood City, California.

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