ICON PLC (ICLR)vsIDEXX Laboratories Inc (IDXX)
ICLR
ICON PLC
$99.99
-1.27%
HEALTHCARE · Cap: $7.88B
IDXX
IDEXX Laboratories Inc
$575.72
+0.97%
HEALTHCARE · Cap: $45.53B
Smart Verdict
WallStSmart Research — data-driven comparison
ICON PLC generates 88% more annual revenue ($8.10B vs $4.30B). IDXX leads profitability with a 24.6% profit margin vs 7.4%. IDXX appears more attractively valued with a PEG of 3.97. IDXX earns a higher WallStSmart Score of 61/100 (C+).
ICLR
Buy53
out of 100
Grade: C-
IDXX
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-163.8%
Fair Value
$50.46
Current Price
$99.99
$49.53 premium
Margin of Safety
-40.2%
Fair Value
$462.85
Current Price
$575.72
$112.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 66 in profit
Keeps 25 of every $100 in revenue as profit
Strong operational efficiency at 29.8%
Areas to Watch
0.6% revenue growth
Distress zone — elevated risk
ROE of 6.3% — below average capital efficiency
7.4% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ICLR
The strongest argument for ICLR centers on Price/Book, P/E Ratio.
Bull Case : IDXX
The strongest argument for IDXX centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 24.6% and operating margin at 29.8%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : ICLR
The primary concerns for ICLR are Revenue Growth, Altman Z-Score, Return on Equity.
Bear Case : IDXX
The primary concerns for IDXX are PEG Ratio, P/E Ratio, Price/Book. A P/E of 43.7x leaves little room for execution misses.
Key Dynamics to Monitor
ICLR profiles as a value stock while IDXX is a mature play — different risk/reward profiles.
IDXX carries more volatility with a beta of 1.70 — expect wider price swings.
IDXX is growing revenue faster at 14.3% — sustainability is the question.
ICLR generates stronger free cash flow (352M), providing more financial flexibility.
Bottom Line
IDXX scores higher overall (61/100 vs 53/100), backed by strong 24.6% margins and 14.3% 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.
ICON PLC
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
ICON Public Limited Company, a clinical research organization, provides outsourced marketing and development services in Ireland, the rest of Europe, the United States and internationally. The company is headquartered in Dublin, Ireland.
IDEXX Laboratories Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
IDEXX Laboratories, Inc. is an American multinational corporation engaged in the development, manufacture, and distribution of products and services for the companion animal veterinary, livestock and poultry, water testing, and dairy markets.
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