Edwards Lifesciences Corp (EW)vsGlobus Medical (GMED)
EW
Edwards Lifesciences Corp
$85.96
-1.70%
HEALTHCARE · Cap: $49.01B
GMED
Globus Medical
$80.00
0.00%
HEALTHCARE · Cap: $10.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 103% more annual revenue ($6.30B vs $3.10B). GMED leads profitability with a 18.9% profit margin vs 17.4%. GMED appears more attractively valued with a PEG of 1.73. GMED earns a higher WallStSmart Score of 74/100 (B).
EW
Buy61
out of 100
Grade: C+
GMED
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.7%
Fair Value
$253.29
Current Price
$85.96
$167.33 discount
Margin of Safety
+36.4%
Fair Value
$138.77
Current Price
$80.00
$58.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 31.2%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
16.7% revenue growth
Earnings expanding 66.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 21.3%
Revenue surging 27.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : GMED
The strongest argument for GMED centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 18.9% and operating margin at 21.3%. Revenue growth of 27.0% demonstrates continued momentum.
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.
Bear Case : GMED
The primary concerns for GMED are PEG Ratio.
Key Dynamics to Monitor
GMED carries more volatility with a beta of 0.95 — expect wider price swings.
GMED is growing revenue faster at 27.0% — sustainability is the question.
GMED generates stronger free cash flow (163M), providing more financial flexibility.
Monitor MEDICAL DEVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GMED scores higher overall (74/100 vs 61/100), backed by strong 18.9% margins and 27.0% revenue growth. EW offers better value entry with a 68.7% margin of safety. 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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