WallStSmart

Edwards Lifesciences Corp (EW)vsSemler Scientific Inc (SMLR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Edwards Lifesciences Corp generates 14018% more annual revenue ($6.07B vs $42.98M). SMLR leads profitability with a 86.2% profit margin vs 17.7%. SMLR trades at a lower P/E of 5.0x. EW earns a higher WallStSmart Score of 55/100 (C).

EW

Buy

55

out of 100

Grade: C

Growth: 4.0Profit: 7.0Value: 7.3Quality: 4.8
Piotroski: 2/9

SMLR

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 6.0Value: 8.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EWSignificantly Overvalued (-544.4%)

Margin of Safety

-544.4%

Fair Value

$12.31

Current Price

$82.67

$70.36 premium

UndervaluedFair: $12.31Overvalued
SMLRUndervalued (+90.5%)

Margin of Safety

+90.5%

Fair Value

$213.41

Current Price

$20.33

$193.08 discount

UndervaluedFair: $213.41Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EW1 strengths · Avg: 8.0/10
Operating MarginProfitability
23.7%8/10

Strong operational efficiency at 23.7%

SMLR4 strengths · Avg: 10.0/10
P/E RatioValuation
5.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
86.2%10/10

Keeps 86 of every $100 in revenue as profit

EPS GrowthGrowth
3570.1%10/10

Earnings expanding 3570.1% YoY

Areas to Watch

EW4 concerns · Avg: 2.8/10
PEG RatioValuation
2.144/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
45.7x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-76.6%2/10

Earnings declined 76.6%

SMLR4 concerns · Avg: 2.0/10
Market CapQuality
$348.27M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-43.2%2/10

Revenue declined 43.2%

Free Cash FlowQuality
$-32.96M2/10

Negative free cash flow — burning cash

Operating MarginProfitability
-25.0%1/10

Operating margin of -25.0%

Comparative Analysis Report

WallStSmart Research

Bull 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 : SMLR

The strongest argument for SMLR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 86.2% and operating margin at -25.0%.

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 : SMLR

The primary concerns for SMLR are Market Cap, Revenue Growth, Free Cash Flow.

Key Dynamics to Monitor

EW profiles as a mature stock while SMLR is a declining play — different risk/reward profiles.

SMLR carries more volatility with a beta of 1.33 — expect wider price swings.

EW is growing revenue faster at 13.3% — sustainability is the question.

EW generates stronger free cash flow (354M), providing more financial flexibility.

Bottom Line

EW scores higher overall (55/100 vs 53/100), backed by strong 17.7% margins and 13.3% revenue growth. SMLR offers better value entry with a 90.5% 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.

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Semler Scientific Inc

HEALTHCARE · MEDICAL DEVICES · USA

Semler Scientific, Inc. develops, manufactures, and markets proprietary products that help healthcare providers evaluate and treat patients with chronic conditions in the United States. The company is headquartered in Santa Clara, California.

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