Alcon AG (ALC)vsResMed Inc (RMD)
ALC
Alcon AG
$65.04
-0.21%
HEALTHCARE · Cap: $31.51B
RMD
ResMed Inc
$224.99
-1.50%
HEALTHCARE · Cap: $31.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 92% more annual revenue ($10.86B vs $5.65B). RMD leads profitability with a 27.0% profit margin vs 5.9%. ALC appears more attractively valued with a PEG of 1.18. RMD earns a higher WallStSmart Score of 65/100 (C+).
ALC
Buy51
out of 100
Grade: C-
RMD
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.2%
Fair Value
$64.96
Current Price
$65.04
$0.08 premium
Margin of Safety
-24.1%
Fair Value
$209.18
Current Price
$224.99
$15.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Strong operational efficiency at 30.9%
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Generating 1.6B in free cash flow
Areas to Watch
ROE of 3.0% — below average capital efficiency
5.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
2.4% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Price/Book, Debt/Equity. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bull Case : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.0% and operating margin at 30.9%. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : ALC
The primary concerns for ALC are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 50.5x leaves little room for execution misses.
Bear Case : RMD
The primary concerns for RMD are EPS Growth.
Key Dynamics to Monitor
ALC profiles as a value stock while RMD is a mature play — different risk/reward profiles.
RMD carries more volatility with a beta of 0.77 — expect wider price swings.
ALC is growing revenue faster at 8.7% — sustainability is the question.
RMD generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
RMD scores higher overall (65/100 vs 51/100), backed by strong 27.0% margins. 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.
Alcon AG
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Alcon, Inc., an eye care company, researches, develops, manufactures, distributes and sells eye care products for eye care professionals and their patients around the world. The company is headquartered in Geneva, Switzerland.
Visit Website →ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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