Edwards Lifesciences Corp (EW)vsGlobus Medical (GMED)
EW
Edwards Lifesciences Corp
$84.37
-2.77%
HEALTHCARE · Cap: $49.99B
GMED
Globus Medical
$74.19
+0.86%
HEALTHCARE · Cap: $10.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 107% more annual revenue ($6.51B vs $3.14B). GMED leads profitability with a 17.0% profit margin vs 15.4%. GMED appears more attractively valued with a PEG of 1.73. GMED earns a higher WallStSmart Score of 60/100 (C+).
EW
Buy55
out of 100
Grade: C
GMED
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.9%
Fair Value
$254.99
Current Price
$84.37
$170.62 discount
Margin of Safety
+37.2%
Fair Value
$140.62
Current Price
$74.19
$66.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.8%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 24.8%
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 25.4%
Expensive relative to growth rate
Earnings declined 26.2%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : GMED
The strongest argument for GMED centers on Debt/Equity, Altman Z-Score, Price/Book. Profitability is solid with margins at 17.0% and operating margin at 24.8%.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 51.6x leaves little room for execution misses.
Bear Case : GMED
The primary concerns for GMED are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
GMED carries more volatility with a beta of 0.96 — expect wider price swings.
EW is growing revenue faster at 13.6% — sustainability is the question.
EW generates stronger free cash flow (585M), providing more financial flexibility.
Monitor MEDICAL DEVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GMED scores higher overall (60/100 vs 55/100), backed by strong 17.0% margins. EW offers better value entry with a 68.9% margin of safety. Both earn "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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