Medline Inc. Class A Common Stock (MDLN)vsRush Enterprises A Inc (RUSHA)
MDLN
Medline Inc. Class A Common Stock
$39.52
-5.59%
HEALTHCARE · Cap: $35.40B
RUSHA
Rush Enterprises A Inc
$72.31
+1.42%
CONSUMER CYCLICAL · Cap: $5.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 301% more annual revenue ($29.14B vs $7.27B). RUSHA leads profitability with a 3.6% profit margin vs 3.3%. RUSHA trades at a lower P/E of 21.8x. MDLN earns a higher WallStSmart Score of 52/100 (C-).
MDLN
Buy52
out of 100
Grade: C-
RUSHA
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$147.84
Current Price
$39.52
$108.32 discount
Margin of Safety
+55.8%
Fair Value
$164.81
Current Price
$72.31
$92.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1258.0% YoY
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.0% — below average capital efficiency
3.3% margin — thin
Negative free cash flow — burning cash
3.6% margin — thin
Operating margin of 4.9%
Expensive relative to growth rate
Revenue declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : MDLN
The strongest argument for MDLN centers on EPS Growth, Price/Book. Revenue growth of 10.7% demonstrates continued momentum.
Bull Case : RUSHA
The strongest argument for RUSHA centers on Altman Z-Score, Price/Book.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 3.3% margins leave little buffer for downturns.
Bear Case : RUSHA
The primary concerns for RUSHA are Profit Margin, Operating Margin, PEG Ratio. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
MDLN is growing revenue faster at 10.7% — sustainability is the question.
RUSHA generates stronger free cash flow (60M), 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 10.7% revenue growth. RUSHA offers better value entry with a 55.8% 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.
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 →Rush Enterprises A Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Rush Enterprises, Inc. is an integrated retailer of commercial vehicles and related services in the United States. The company is headquartered in New Braunfels, Texas.
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