AtriCure Inc (ATRC)vsResMed Inc (RMD)
ATRC
AtriCure Inc
$54.54
+2.98%
HEALTHCARE · Cap: $2.73B
RMD
ResMed Inc
$218.27
-0.60%
HEALTHCARE · Cap: $31.89B
Smart Verdict
WallStSmart Research — data-driven comparison
ResMed Inc generates 892% more annual revenue ($5.65B vs $569.62M). RMD leads profitability with a 27.0% profit margin vs 1.9%. RMD appears more attractively valued with a PEG of 1.33. RMD earns a higher WallStSmart Score of 65/100 (C+).
ATRC
Hold35
out of 100
Grade: F
RMD
Buy65
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
-24.1%
Fair Value
$209.29
Current Price
$218.27
$8.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
0.0% earnings growth
1.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.4% earnings growth
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 : 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 : 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 : RMD
The primary concerns for RMD are EPS Growth.
Key Dynamics to Monitor
ATRC profiles as a value stock while RMD is a mature play — different risk/reward profiles.
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.
RMD generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
RMD scores higher overall (65/100 vs 35/100), backed by strong 27.0% margins. 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.
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.
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