AtriCure Inc (ATRC)vsBecton Dickinson and Company (BDX)
ATRC
AtriCure Inc
$54.54
+2.98%
HEALTHCARE · Cap: $2.73B
BDX
Becton Dickinson and Company
$177.85
+0.81%
HEALTHCARE · Cap: $48.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 3847% more annual revenue ($22.48B vs $569.62M). BDX leads profitability with a 4.2% profit margin vs 1.9%. BDX appears more attractively valued with a PEG of 1.11. BDX earns a higher WallStSmart Score of 52/100 (C-).
ATRC
Hold35
out of 100
Grade: F
BDX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.0%
Fair Value
$74.75
Current Price
$54.54
$20.21 discount
Margin of Safety
+11.1%
Fair Value
$203.14
Current Price
$177.85
$25.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
1.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
ROE of 3.9% — below average capital efficiency
4.2% margin — thin
Earnings declined 31.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ATRC
The strongest argument for ATRC centers on Debt/Equity. Revenue growth of 12.8% demonstrates continued momentum.
Bull Case : BDX
The strongest argument for BDX centers on Price/Book. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bear Case : ATRC
The primary concerns for ATRC are EPS Growth, Profit Margin, PEG Ratio. A P/E of 255.9x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Return on Equity, Profit Margin. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
ATRC carries more volatility with a beta of 1.26 — expect wider price swings.
ATRC is growing revenue faster at 12.8% — sustainability is the question.
BDX generates stronger free cash flow (509M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BDX scores higher overall (52/100 vs 35/100). ATRC offers better value entry with a 56.0% margin of safety. 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.
AtriCure Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
AtriCure, Inc. develops, manufactures, and sells devices for the surgical ablation of cardiac tissue and systems to medical centers in the United States, Europe, Asia, and internationally. The company is headquartered in Mason, Ohio.
Becton Dickinson and Company
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Becton, Dickinson and Company, also known as BD, is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain geographies.
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