Stryker Corporation (SYK)vsTransMedics Group Inc (TMDX)
SYK
Stryker Corporation
$327.65
-0.26%
HEALTHCARE · Cap: $125.72B
TMDX
TransMedics Group Inc
$105.13
-3.48%
HEALTHCARE · Cap: $3.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Stryker Corporation generates 4048% more annual revenue ($25.12B vs $605.49M). TMDX leads profitability with a 31.4% profit margin vs 12.9%. TMDX trades at a lower P/E of 22.4x. SYK earns a higher WallStSmart Score of 65/100 (C+).
SYK
Buy65
out of 100
Grade: C+
TMDX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.8%
Fair Value
$393.59
Current Price
$327.65
$65.94 discount
Margin of Safety
+41.5%
Fair Value
$227.92
Current Price
$105.13
$122.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 55.9% YoY
Large-cap with strong market position
Strong operational efficiency at 27.2%
Generating 1.9B in free cash flow
Every $100 of equity generates 54 in profit
Keeps 31 of every $100 in revenue as profit
Revenue surging 32.2% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SYK
The strongest argument for SYK centers on EPS Growth, Market Cap, Operating Margin. Revenue growth of 11.4% demonstrates continued momentum.
Bull Case : TMDX
The strongest argument for TMDX centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 31.4% and operating margin at 13.2%. Revenue growth of 32.2% demonstrates continued momentum.
Bear Case : SYK
The primary concerns for SYK are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : TMDX
The primary concerns for TMDX are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
SYK profiles as a value stock while TMDX is a growth play — different risk/reward profiles.
TMDX carries more volatility with a beta of 1.96 — expect wider price swings.
TMDX is growing revenue faster at 32.2% — sustainability is the question.
SYK generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
SYK scores higher overall (65/100 vs 64/100) and 11.4% revenue growth. TMDX offers better value entry with a 41.5% 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.
Stryker Corporation
HEALTHCARE · MEDICAL DEVICES · USA
Stryker Corporation is an American multinational medical technologies corporation based in Kalamazoo, Michigan. Stryker's products include implants used in joint replacement and trauma surgeries; surgical equipment and surgical navigation systems; endoscopic and communications systems; patient handling and emergency medical equipment; neurosurgical, neurovascular and spinal devices; as well as other medical device products used in a variety of medical specialties.
Visit Website →TransMedics Group Inc
HEALTHCARE · MEDICAL DEVICES · USA
TransMedics Group, Inc., a commercial-stage medical technology company, is dedicated to transforming organ transplant therapy for patients with end-stage organ failure in the United States and internationally. The company is headquartered in Andover, Massachusetts.
Visit Website →Compare with Other MEDICAL DEVICES Stocks
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