Alcon AG (ALC)vsTeleflex Incorporated (TFX)
ALC
Alcon AG
$75.26
+1.37%
HEALTHCARE · Cap: $37.11B
TFX
Teleflex Incorporated
$108.18
+1.52%
HEALTHCARE · Cap: $4.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 422% more annual revenue ($10.40B vs $1.99B). ALC leads profitability with a 9.4% profit margin vs -45.5%. TFX appears more attractively valued with a PEG of 0.16. TFX earns a higher WallStSmart Score of 67/100 (B-).
ALC
Hold49
out of 100
Grade: D+
TFX
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-489.8%
Fair Value
$13.46
Current Price
$75.26
$61.80 premium
Margin of Safety
-74.4%
Fair Value
$61.31
Current Price
$108.18
$46.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
Strong operational efficiency at 40.6%
Earnings expanding 64.1% YoY
Reasonable price relative to book value
19.4% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 4.5% — below average capital efficiency
Earnings declined 22.2%
ROE of 1.6% — below average capital efficiency
Premium valuation, high expectations priced in
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Debt/Equity, Price/Book.
Bull Case : TFX
The strongest argument for TFX centers on PEG Ratio, Operating Margin, EPS Growth. Revenue growth of 19.4% demonstrates continued momentum. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bear Case : ALC
The primary concerns for ALC are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : TFX
The primary concerns for TFX are Return on Equity, P/E Ratio, Profit Margin. A P/E of 81.3x leaves little room for execution misses.
Key Dynamics to Monitor
ALC profiles as a value stock while TFX is a growth play — different risk/reward profiles.
TFX carries more volatility with a beta of 0.86 — expect wider price swings.
TFX is growing revenue faster at 19.4% — sustainability is the question.
ALC generates stronger free cash flow (489M), providing more financial flexibility.
Bottom Line
TFX scores higher overall (67/100 vs 49/100) and 19.4% revenue growth. Both earn "Strong 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.
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 →Teleflex Incorporated
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Teleflex Incorporated, headquartered in Wayne, Pennsylvania, is an American provider of specialty medical devices for a range of procedures in critical care and surgery.
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