WallStSmart

Medtronic PLC (MDT)vsTreace Medical Concepts Inc (TMCI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Medtronic PLC generates 16583% more annual revenue ($35.48B vs $212.69M). MDT leads profitability with a 13.0% profit margin vs -27.7%. MDT earns a higher WallStSmart Score of 56/100 (C).

MDT

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 6.5Value: 7.3Quality: 5.0

TMCI

Hold

35

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MDTSignificantly Overvalued (-255.7%)

Margin of Safety

-255.7%

Fair Value

$24.34

Current Price

$87.89

$63.55 premium

UndervaluedFair: $24.34Overvalued

Intrinsic value data unavailable for TMCI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MDT4 strengths · Avg: 8.3/10
Market CapQuality
$110.62B9/10

Large-cap with strong market position

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.0%8/10

Strong operational efficiency at 20.0%

Free Cash FlowQuality
$2.30B8/10

Generating 2.3B in free cash flow

TMCI1 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Areas to Watch

MDT1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-11.8%2/10

Earnings declined 11.8%

TMCI4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$80.74M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-58.9%2/10

ROE of -58.9% — below average capital efficiency

Revenue GrowthGrowth
-9.0%2/10

Revenue declined 9.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : MDT

The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.

Bull Case : TMCI

The strongest argument for TMCI centers on Price/Book.

Bear Case : MDT

The primary concerns for MDT are EPS Growth.

Bear Case : TMCI

The primary concerns for TMCI are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

MDT profiles as a value stock while TMCI is a turnaround play — different risk/reward profiles.

TMCI carries more volatility with a beta of 0.77 — expect wider price swings.

MDT is growing revenue faster at 8.7% — sustainability is the question.

MDT generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

MDT scores higher overall (56/100 vs 35/100). 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.

Medtronic PLC

HEALTHCARE · MEDICAL DEVICES · USA

Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.

Treace Medical Concepts Inc

HEALTHCARE · MEDICAL DEVICES · USA

Treace Medical Concepts, Inc., an orthopedic medical device company, is dedicated to the design, manufacture, and marketing of biological devices and / or solutions for foot and ankle surgeons in the United States. The company is headquartered in Ponte Vedra Beach, Florida.

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