ICU Medical Inc (ICUI)vsMedline Inc. Class A Common Stock (MDLN)
ICUI
ICU Medical Inc
$136.61
+1.25%
HEALTHCARE · Cap: $3.55B
MDLN
Medline Inc. Class A Common Stock
$33.61
-2.44%
HEALTHCARE · Cap: $30.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 1251% more annual revenue ($29.14B vs $2.16B). MDLN leads profitability with a 3.3% profit margin vs 2.1%. MDLN trades at a lower P/E of 31.4x. MDLN earns a higher WallStSmart Score of 55/100 (C-).
ICUI
Hold48
out of 100
Grade: D+
MDLN
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.6%
Fair Value
$325.54
Current Price
$136.61
$188.93 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 1258.0% YoY
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
ROE of 2.2% — below average capital efficiency
2.1% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Distress zone — elevated risk
3.3% margin — thin
Elevated debt levels
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 10.7% demonstrates continued momentum.
Bear Case : ICUI
The primary concerns for ICUI are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 76.5x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Altman Z-Score, Profit Margin. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MDLN is growing revenue faster at 10.7% — sustainability is the question.
MDLN generates stronger free cash flow (316M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDLN scores higher overall (55/100 vs 48/100) and 10.7% revenue growth. ICUI offers better value entry with a 54.6% 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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