Establishment Labs Holdings Inc (ESTA)vsEdwards Lifesciences Corp (EW)
ESTA
Establishment Labs Holdings Inc
$74.31
-2.85%
HEALTHCARE · Cap: $2.08B
EW
Edwards Lifesciences Corp
$85.96
-1.70%
HEALTHCARE · Cap: $49.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 2646% more annual revenue ($6.30B vs $229.58M). EW leads profitability with a 17.4% profit margin vs -19.1%. EW earns a higher WallStSmart Score of 61/100 (C+).
ESTA
Avoid30
out of 100
Grade: F
EW
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.9%
Fair Value
$61.70
Current Price
$74.31
$12.61 premium
Margin of Safety
+68.7%
Fair Value
$253.29
Current Price
$85.96
$167.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 44.7% year-over-year
Strong operational efficiency at 31.2%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
16.7% revenue growth
Areas to Watch
0.0% earnings growth
Trading at 148.6x book value
ROE of -295.9% — below average capital efficiency
Negative free cash flow — burning cash
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ESTA
The strongest argument for ESTA centers on Revenue Growth. Revenue growth of 44.7% demonstrates continued momentum.
Bull Case : EW
The strongest argument for EW centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.4% and operating margin at 31.2%. Revenue growth of 16.7% demonstrates continued momentum.
Bear Case : ESTA
The primary concerns for ESTA are EPS Growth, Price/Book, Return on Equity. Debt-to-equity of 17.86 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 46.0x leaves little room for execution misses.
Key Dynamics to Monitor
ESTA profiles as a hypergrowth stock while EW is a growth play — different risk/reward profiles.
ESTA carries more volatility with a beta of 1.12 — expect wider price swings.
ESTA is growing revenue faster at 44.7% — sustainability is the question.
ESTA generates stronger free cash flow (-6M), providing more financial flexibility.
Bottom Line
EW scores higher overall (61/100 vs 30/100), backed by strong 17.4% margins and 16.7% 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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