AtriCure Inc (ATRC)vsResMed Inc (RMD)
ATRC
AtriCure Inc
$27.10
-0.62%
HEALTHCARE · Cap: $1.46B
RMD
ResMed Inc
$196.04
+0.89%
HEALTHCARE · Cap: $28.25B
Smart Verdict
WallStSmart Research — data-driven comparison
ResMed Inc generates 903% more annual revenue ($5.54B vs $552.16M). RMD leads profitability with a 27.4% profit margin vs -0.8%. RMD appears more attractively valued with a PEG of 1.15. RMD earns a higher WallStSmart Score of 73/100 (B).
ATRC
Hold37
out of 100
Grade: F
RMD
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.5%
Fair Value
$73.91
Current Price
$27.10
$46.81 discount
Margin of Safety
-26.9%
Fair Value
$204.63
Current Price
$196.04
$8.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 35.3%
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
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.4%
Expensive relative to growth rate
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ATRC
The strongest argument for ATRC centers on Debt/Equity, Price/Book. Revenue growth of 14.3% 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 27.4% and operating margin at 35.3%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : ATRC
The primary concerns for ATRC are EPS Growth, Market Cap, Operating Margin.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
ATRC profiles as a turnaround 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 14.3% — sustainability is the question.
RMD generates stronger free cash flow (520M), providing more financial flexibility.
Bottom Line
RMD scores higher overall (73/100 vs 37/100), backed by strong 27.4% margins and 10.8% revenue growth. ATRC offers better value entry with a 55.5% margin of safety. 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.
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.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
Want to dig deeper into these stocks?