Edwards Lifesciences Corp (EW)vsGlobus Medical (GMED)
EW
Edwards Lifesciences Corp
$82.67
+1.20%
HEALTHCARE · Cap: $48.01B
GMED
Globus Medical
$87.35
+1.28%
HEALTHCARE · Cap: $11.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 106% more annual revenue ($6.07B vs $2.94B). GMED leads profitability with a 18.3% profit margin vs 17.7%. GMED appears more attractively valued with a PEG of 1.73. GMED earns a higher WallStSmart Score of 74/100 (B).
EW
Buy55
out of 100
Grade: C
GMED
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-544.4%
Fair Value
$12.31
Current Price
$82.67
$70.36 premium
Margin of Safety
+51.9%
Fair Value
$183.46
Current Price
$87.35
$96.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 23.7%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 24.4%
Revenue surging 25.7% year-over-year
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 76.6%
Expensive relative to growth rate
4.4% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : EW
The strongest argument for EW centers on Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 23.7%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : GMED
The strongest argument for GMED centers on Altman Z-Score, Price/Book, Operating Margin. Profitability is solid with margins at 18.3% and operating margin at 24.4%. Revenue growth of 25.7% demonstrates continued momentum.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Bear Case : GMED
The primary concerns for GMED are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
EW profiles as a mature stock while GMED is a growth play — different risk/reward profiles.
GMED carries more volatility with a beta of 1.07 — expect wider price swings.
GMED is growing revenue faster at 25.7% — sustainability is the question.
EW generates stronger free cash flow (354M), providing more financial flexibility.
Bottom Line
GMED scores higher overall (74/100 vs 55/100), backed by strong 18.3% margins and 25.7% 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.
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 →Globus Medical
HEALTHCARE · MEDICAL DEVICES · USA
Globus Medical, Inc., a medical device company, develops and markets healthcare solutions for patients with musculoskeletal disorders. The company is headquartered in Audubon, Pennsylvania.
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