ICU Medical Inc (ICUI)vsMedline Inc. Class A Common Stock (MDLN)
ICUI
ICU Medical Inc
$131.38
+1.53%
HEALTHCARE · Cap: $3.19B
MDLN
Medline Inc. Class A Common Stock
$42.03
-1.06%
HEALTHCARE · Cap: $34.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 1174% more annual revenue ($28.43B vs $2.23B). MDLN leads profitability with a 4.1% profit margin vs 0.0%. MDLN trades at a lower P/E of 29.9x. MDLN earns a higher WallStSmart Score of 52/100 (C-).
ICUI
Hold47
out of 100
Grade: D+
MDLN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73765.0%
Fair Value
$0.20
Current Price
$131.38
$131.18 premium
Margin of Safety
+32.7%
Fair Value
$66.92
Current Price
$42.03
$24.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
0.0% margin — thin
Operating margin of 4.8%
Moderate valuation
ROE of 6.5% — below average capital efficiency
4.1% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ICUI
The strongest argument for ICUI centers on PEG Ratio, Price/Book. PEG of 0.07 suggests the stock is reasonably priced for its growth.
Bull Case : MDLN
Revenue growth of 14.8% demonstrates continued momentum.
Bear Case : ICUI
The primary concerns for ICUI are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 4313.3x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
MDLN is growing revenue faster at 14.8% — sustainability is the question.
ICUI generates stronger free cash flow (36M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDLN scores higher overall (52/100 vs 47/100) and 14.8% revenue growth. 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.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
Want to dig deeper into these stocks?