DexCom Inc (DXCM)vsMedtronic PLC (MDT)
DXCM
DexCom Inc
$66.84
+0.36%
HEALTHCARE · Cap: $26.07B
MDT
Medtronic PLC
$87.89
+1.51%
HEALTHCARE · Cap: $110.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 661% more annual revenue ($35.48B vs $4.66B). DXCM leads profitability with a 17.9% profit margin vs 13.0%. DXCM appears more attractively valued with a PEG of 1.46. DXCM earns a higher WallStSmart Score of 72/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
MDT
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.3%
Fair Value
$97.81
Current Price
$66.84
$30.97 discount
Margin of Safety
-255.7%
Fair Value
$24.34
Current Price
$87.89
$63.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Earnings expanding 78.0% YoY
Strong operational efficiency at 25.6%
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.4x book value
Earnings declined 11.8%
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 17.9% and operating margin at 25.6%. Revenue growth of 13.1% demonstrates continued momentum.
Bull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
DXCM profiles as a mature stock while MDT is a value play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.53 — expect wider price swings.
DXCM is growing revenue faster at 13.1% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (72/100 vs 56/100), backed by strong 17.9% margins and 13.1% revenue growth. 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.
Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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