Edwards Lifesciences Corp (EW)vsMasimo Corporation (MASI)
EW
Edwards Lifesciences Corp
$85.96
-1.70%
HEALTHCARE · Cap: $49.01B
MASI
Masimo Corporation
$178.82
-0.04%
HEALTHCARE · Cap: $9.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 304% more annual revenue ($6.30B vs $1.56B). EW leads profitability with a 17.4% profit margin vs 4.9%. EW appears more attractively valued with a PEG of 2.05. EW earns a higher WallStSmart Score of 61/100 (C+).
EW
Buy61
out of 100
Grade: C+
MASI
Buy56
out of 100
Grade: C
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
+4.8%
Fair Value
$141.85
Current Price
$178.82
$36.97 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 214.4% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.6%
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Trading at 11.9x book value
4.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : MASI
The strongest argument for MASI centers on EPS Growth, Altman Z-Score, Operating Margin.
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 : MASI
The primary concerns for MASI are Price/Book, Profit Margin, PEG Ratio. A P/E of 44.4x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
EW profiles as a growth stock while MASI is a value play — different risk/reward profiles.
MASI carries more volatility with a beta of 1.10 — expect wider price swings.
EW is growing revenue faster at 16.7% — sustainability is the question.
MASI generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
EW scores higher overall (61/100 vs 56/100), backed by strong 17.4% margins and 16.7% revenue growth. 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 →Masimo Corporation
HEALTHCARE · MEDICAL DEVICES · USA
Masimo Corporation develops, manufactures and markets non-invasive monitoring technologies and hospital automation solutions globally. The company is headquartered in Irvine, California.
Visit Website →Compare with Other MEDICAL DEVICES Stocks
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