Medline Inc. Class A Common Stock (MDLN)vsTurning Point Brands Inc (TPB)
MDLN
Medline Inc. Class A Common Stock
$39.52
-5.59%
HEALTHCARE · Cap: $35.40B
TPB
Turning Point Brands Inc
$93.42
+3.55%
CONSUMER DEFENSIVE · Cap: $1.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 5959% more annual revenue ($29.14B vs $480.90M). TPB leads profitability with a 11.5% profit margin vs 3.3%. TPB trades at a lower P/E of 30.9x. TPB earns a higher WallStSmart Score of 59/100 (C).
MDLN
Buy52
out of 100
Grade: C-
TPB
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$147.84
Current Price
$39.52
$108.32 discount
Intrinsic value data unavailable for TPB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1258.0% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 23 in profit
16.8% revenue growth
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
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Earnings declined 24.1%
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 : TPB
The strongest argument for TPB centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
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 : TPB
The primary concerns for TPB are P/E Ratio, Market Cap, EPS Growth.
Key Dynamics to Monitor
MDLN profiles as a value stock while TPB is a growth play — different risk/reward profiles.
TPB is growing revenue faster at 16.8% — sustainability is the question.
TPB generates stronger free cash flow (24M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TPB scores higher overall (59/100 vs 52/100) and 16.8% revenue growth. MDLN offers better value entry with a 69.5% 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.
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 →Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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