Axonics Modulation Technologies Inc (AXNX)vsDexCom Inc (DXCM)
AXNX
Axonics Modulation Technologies Inc
$0.43
-12.47%
HEALTHCARE · Cap: $3.63B
DXCM
DexCom Inc
$85.98
-0.07%
HEALTHCARE · Cap: $32.47B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 1051% more annual revenue ($4.97B vs $431.90M). DXCM leads profitability with a 20.1% profit margin vs -1.3%. DXCM earns a higher WallStSmart Score of 74/100 (B).
AXNX
Hold36
out of 100
Grade: F
DXCM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AXNX.
Margin of Safety
+90.0%
Fair Value
$678.36
Current Price
$85.98
$592.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 845.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.8% year-over-year
Every $100 of equity generates 38 in profit
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 24.3%
Earnings expanding 43.6% YoY
Areas to Watch
Negative free cash flow — burning cash
Currently unprofitable
Operating margin of -2.4%
Premium valuation, high expectations priced in
Trading at 12.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AXNX
The strongest argument for AXNX centers on Price/Book, EPS Growth, Debt/Equity. Revenue growth of 24.8% demonstrates continued momentum.
Bull Case : DXCM
The strongest argument for DXCM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 24.3%. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : AXNX
The primary concerns for AXNX are Free Cash Flow, Profit Margin, Operating Margin.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
AXNX profiles as a growth stock while DXCM is a mature play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.48 — expect wider price swings.
AXNX is growing revenue faster at 24.8% — sustainability is the question.
DXCM generates stronger free cash flow (185M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (74/100 vs 36/100), backed by strong 20.1% margins and 13.1% 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.
Axonics Modulation Technologies Inc
HEALTHCARE · MEDICAL DEVICES · USA
Axonics, Inc., a medical technology company, is dedicated to the development and commercialization of sacral neuromodulation (SNM) systems. The company is headquartered in Irvine, California.
DexCom Inc
HEALTHCARE · MEDICAL DEVICES · USA
DexCom, Inc. is a company that develops, manufactures, and distributes continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with headquarters in San Diego, California, and has a manufacturing facility in Mesa, Arizona.
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