GE HealthCare Technologies Inc. (GEHC)vsTransMedics Group Inc (TMDX)
GEHC
GE HealthCare Technologies Inc.
$72.20
+1.75%
HEALTHCARE · Cap: $32.38B
TMDX
TransMedics Group Inc
$105.13
-3.48%
HEALTHCARE · Cap: $3.74B
Smart Verdict
WallStSmart Research — data-driven comparison
GE HealthCare Technologies Inc. generates 3306% more annual revenue ($20.63B vs $605.49M). TMDX leads profitability with a 31.4% profit margin vs 10.1%. GEHC trades at a lower P/E of 15.6x. TMDX earns a higher WallStSmart Score of 64/100 (C+).
GEHC
Buy60
out of 100
Grade: C+
TMDX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-156.0%
Fair Value
$30.94
Current Price
$72.20
$41.26 premium
Margin of Safety
+41.5%
Fair Value
$227.92
Current Price
$105.13
$122.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Every $100 of equity generates 54 in profit
Keeps 31 of every $100 in revenue as profit
Revenue surging 32.2% year-over-year
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Earnings declined 17.7%
Distress zone — elevated risk
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GEHC
The strongest argument for GEHC centers on Return on Equity, P/E Ratio.
Bull Case : TMDX
The strongest argument for TMDX centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 31.4% and operating margin at 13.2%. Revenue growth of 32.2% demonstrates continued momentum.
Bear Case : GEHC
The primary concerns for GEHC are PEG Ratio, Piotroski F-Score, EPS Growth.
Bear Case : TMDX
The primary concerns for TMDX are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
GEHC profiles as a value stock while TMDX is a growth play — different risk/reward profiles.
TMDX carries more volatility with a beta of 1.96 — expect wider price swings.
TMDX is growing revenue faster at 32.2% — sustainability is the question.
GEHC generates stronger free cash flow (917M), providing more financial flexibility.
Bottom Line
TMDX scores higher overall (64/100 vs 60/100), backed by strong 31.4% margins and 32.2% 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.
GE HealthCare Technologies Inc.
HEALTHCARE · MEDICAL DEVICES · USA
GE HealthCare Technologies Inc. provides medical technology, pharmaceutical diagnostics, and digital solutions in the United States. The company is headquartered in Chicago, Illinois.
TransMedics Group Inc
HEALTHCARE · MEDICAL DEVICES · USA
TransMedics Group, Inc., a commercial-stage medical technology company, is dedicated to transforming organ transplant therapy for patients with end-stage organ failure in the United States and internationally. The company is headquartered in Andover, Massachusetts.
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