LeMaitre Vascular Inc (LMAT)vsMedline Inc. Class A Common Stock (MDLN)
LMAT
LeMaitre Vascular Inc
$111.08
+0.99%
HEALTHCARE · Cap: $2.53B
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 11291% more annual revenue ($28.43B vs $249.60M). LMAT leads profitability with a 23.1% profit margin vs 4.1%. MDLN trades at a lower P/E of 29.9x. LMAT earns a higher WallStSmart Score of 61/100 (C+).
LMAT
Buy61
out of 100
Grade: C+
MDLN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.1%
Fair Value
$118.87
Current Price
$111.08
$7.79 discount
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
Keeps 23 of every $100 in revenue as profit
Strong operational efficiency at 21.8%
15.7% revenue growth
Earnings expanding 41.4% YoY
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : LMAT
The strongest argument for LMAT centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 23.1% and operating margin at 21.8%. Revenue growth of 15.7% demonstrates continued momentum.
Bull Case : MDLN
Revenue growth of 14.8% demonstrates continued momentum.
Bear Case : LMAT
The primary concerns for LMAT are PEG Ratio, P/E Ratio. A P/E of 43.7x leaves little room for execution misses.
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
LMAT profiles as a growth stock while MDLN is a value play — different risk/reward profiles.
LMAT is growing revenue faster at 15.7% — sustainability is the question.
LMAT generates stronger free cash flow (21M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LMAT scores higher overall (61/100 vs 52/100), backed by strong 23.1% margins and 15.7% revenue growth. MDLN offers better value entry with a 32.7% margin of safety. 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.
LeMaitre Vascular Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
LeMaitre Vascular, Inc. designs, markets, sells, services and supports medical devices and implants for the treatment of peripheral vascular diseases worldwide. The company is headquartered in Burlington, Massachusetts.
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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