WallStSmart

Waters Corporation (WAT)vsGeneDx Holdings Corp. (WGS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Waters Corporation generates 640% more annual revenue ($3.17B vs $427.54M). WAT leads profitability with a 20.3% profit margin vs -4.9%. WAT earns a higher WallStSmart Score of 60/100 (C).

WAT

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 9.0Value: 7.3Quality: 6.8
Piotroski: 4/9Altman Z: 4.92

WGS

Avoid

30

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.0Quality: 7.0
Piotroski: 6/9Altman Z: -2.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

WATSignificantly Overvalued (-349.9%)

Margin of Safety

-349.9%

Fair Value

$73.17

Current Price

$302.32

$229.15 premium

UndervaluedFair: $73.17Overvalued

Intrinsic value data unavailable for WGS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

WAT4 strengths · Avg: 9.5/10
Operating MarginProfitability
33.8%10/10

Strong operational efficiency at 33.8%

Altman Z-ScoreHealth
4.9210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
29.3%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
20.3%9/10

Keeps 20 of every $100 in revenue as profit

WGS1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
26.5%8/10

Revenue surging 26.5% year-over-year

Areas to Watch

WAT2 concerns · Avg: 3.0/10
P/E RatioValuation
28.1x4/10

Moderate valuation

EPS GrowthGrowth
-3.1%2/10

Earnings declined 3.1%

WGS4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-7.6%2/10

ROE of -7.6% — below average capital efficiency

Free Cash FlowQuality
$-7.44M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-2.392/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : WAT

The strongest argument for WAT centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 20.3% and operating margin at 33.8%. PEG of 1.25 suggests the stock is reasonably priced for its growth.

Bull Case : WGS

The strongest argument for WGS centers on Revenue Growth. Revenue growth of 26.5% demonstrates continued momentum.

Bear Case : WAT

The primary concerns for WAT are P/E Ratio, EPS Growth.

Bear Case : WGS

The primary concerns for WGS are EPS Growth, Return on Equity, Free Cash Flow.

Key Dynamics to Monitor

WAT profiles as a mature stock while WGS is a growth play — different risk/reward profiles.

WGS carries more volatility with a beta of 2.15 — expect wider price swings.

WGS is growing revenue faster at 26.5% — sustainability is the question.

WAT generates stronger free cash flow (126M), providing more financial flexibility.

Bottom Line

WAT scores higher overall (60/100 vs 30/100), backed by strong 20.3% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Waters Corporation

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Waters Corporation is a publicly traded Analytical Laboratory instrument and software company headquartered in Milford, Massachusetts.

GeneDx Holdings Corp.

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Sema4 Holdings Corp. The company is headquartered in Stamford, Connecticut.

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