WallStSmart

Baxter International Inc (BAX)vsMedline Inc. Class A Common Stock (MDLN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Medline Inc. Class A Common Stock generates 153% more annual revenue ($28.43B vs $11.24B). MDLN leads profitability with a 4.1% profit margin vs -8.5%. BAX earns a higher WallStSmart Score of 53/100 (C-).

BAX

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 3.5Value: 4.0Quality: 7.5
Piotroski: 4/9Altman Z: 1.98

MDLN

Buy

52

out of 100

Grade: C-

Growth: 6.0Profit: 5.0Value: 8.3Quality: 7.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BAX.

MDLNUndervalued (+32.7%)

Margin of Safety

+32.7%

Fair Value

$66.92

Current Price

$42.67

$24.25 discount

UndervaluedFair: $66.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAX1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

MDLN0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

BAX4 concerns · Avg: 3.3/10
EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Altman Z-ScoreHealth
1.984/10

Grey zone — moderate risk

Debt/EquityHealth
1.603/10

Elevated debt levels

PEG RatioValuation
36.682/10

Expensive relative to growth rate

MDLN4 concerns · Avg: 3.0/10
P/E RatioValuation
29.9x4/10

Moderate valuation

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

Free Cash FlowQuality
$-113.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BAX

The strongest argument for BAX centers on Price/Book.

Bull Case : MDLN

Revenue growth of 14.8% demonstrates continued momentum.

Bear Case : BAX

The primary concerns for BAX are EPS Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.60 is elevated, increasing financial risk.

Bear Case : MDLN

The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

BAX profiles as a turnaround stock while MDLN is a value play — different risk/reward profiles.

MDLN is growing revenue faster at 14.8% — sustainability is the question.

BAX generates stronger free cash flow (444M), providing more financial flexibility.

Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BAX scores higher overall (53/100 vs 52/100). MDLN offers better value entry with a 32.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Baxter International Inc

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

Baxter International Inc. is an American multinational health care company with headquarters in Deerfield, Illinois. The company primarily focuses on products to treat hemophilia, kidney disease, immune disorders and other chronic and acute medical conditions.

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Medline Inc. Class A Common Stock

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.

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