ICU Medical Inc (ICUI)vsMedline Inc. Class A Common Stock (MDLN)
ICUI
ICU Medical Inc
$156.48
-0.50%
HEALTHCARE · Cap: $4.03B
MDLN
Medline Inc. Class A Common Stock
$32.53
+0.43%
HEALTHCARE · Cap: $43.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 1286% more annual revenue ($29.94B vs $2.16B). MDLN leads profitability with a 2.3% profit margin vs 1.4%. MDLN trades at a lower P/E of 42.6x. MDLN earns a higher WallStSmart Score of 52/100 (C-).
ICUI
Hold50
out of 100
Grade: D+
MDLN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.7%
Fair Value
$319.32
Current Price
$156.48
$162.84 discount
Intrinsic value data unavailable for MDLN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 262.0% YoY
Reasonable price relative to book value
Areas to Watch
0.5% revenue growth
Distress zone — elevated risk
ROE of 2.2% — below average capital efficiency
1.4% margin — thin
Distress zone — elevated risk
ROE of 6.0% — below average capital efficiency
2.3% margin — thin
Operating margin of 0.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ICUI
The strongest argument for ICUI centers on PEG Ratio, Price/Book. PEG of 0.08 suggests the stock is reasonably priced for its growth.
Bull Case : MDLN
The strongest argument for MDLN centers on EPS Growth, Price/Book. Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : ICUI
The primary concerns for ICUI are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 135.3x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Bear Case : MDLN
The primary concerns for MDLN are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 42.6x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MDLN is growing revenue faster at 11.6% — sustainability is the question.
MDLN generates stronger free cash flow (604M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDLN scores higher overall (52/100 vs 50/100) and 11.6% revenue growth. ICUI offers better value entry with a 53.7% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ICU Medical Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ICU Medical, Inc. develops, manufactures and sells medical devices used in infusion therapy and critical care applications worldwide. The company is headquartered in San Clemente, California.
Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
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