Establishment Labs Holdings Inc (ESTA)vsEdwards Lifesciences Corp (EW)
ESTA
Establishment Labs Holdings Inc
$68.97
+3.02%
HEALTHCARE · Cap: $1.76B
EW
Edwards Lifesciences Corp
$91.78
+1.06%
HEALTHCARE · Cap: $49.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 2549% more annual revenue ($6.51B vs $245.82M). EW leads profitability with a 15.4% profit margin vs -15.8%. EW earns a higher WallStSmart Score of 55/100 (C).
ESTA
Avoid31
out of 100
Grade: F
EW
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.6%
Fair Value
$64.57
Current Price
$68.97
$4.40 premium
Margin of Safety
+68.5%
Fair Value
$251.45
Current Price
$91.78
$159.67 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 31.7% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.8%
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Trading at 94.5x book value
ROE of -295.9% — below average capital efficiency
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 25.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ESTA
The strongest argument for ESTA centers on Revenue Growth. Revenue growth of 31.7% demonstrates continued momentum.
Bull Case : EW
The strongest argument for EW centers on Debt/Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.8%. Revenue growth of 13.6% demonstrates continued momentum.
Bear Case : ESTA
The primary concerns for ESTA are EPS Growth, Market Cap, Price/Book. Debt-to-equity of 12.20 is elevated, increasing financial risk.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 51.5x leaves little room for execution misses.
Key Dynamics to Monitor
ESTA profiles as a hypergrowth stock while EW is a mature play — different risk/reward profiles.
ESTA carries more volatility with a beta of 1.06 — expect wider price swings.
ESTA is growing revenue faster at 31.7% — sustainability is the question.
EW generates stronger free cash flow (585M), providing more financial flexibility.
Bottom Line
EW scores higher overall (55/100 vs 31/100), backed by strong 15.4% margins and 13.6% revenue growth. Both earn "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.
Establishment Labs Holdings Inc
HEALTHCARE · MEDICAL DEVICES · USA
Establishment Labs Holdings Inc., a medical technology company, manufactures and markets medical devices for cosmetic and reconstructive plastic surgery. The company is headquartered in Alajuela, Costa Rica.
Visit Website →Edwards Lifesciences Corp
HEALTHCARE · MEDICAL DEVICES · USA
Edwards Lifesciences is an American medical technology company headquartered in Irvine, California, specializing in artificial heart valves and hemodynamic monitoring.
Visit Website →Compare with Other MEDICAL DEVICES Stocks
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