Butterfly Network Inc (BFLY)vsDexCom Inc (DXCM)
BFLY
Butterfly Network Inc
$8.16
+14.93%
HEALTHCARE · Cap: $1.73B
DXCM
DexCom Inc
$74.54
-0.80%
HEALTHCARE · Cap: $29.58B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 4581% more annual revenue ($4.82B vs $102.92M). DXCM leads profitability with a 19.3% profit margin vs -73.6%. DXCM earns a higher WallStSmart Score of 72/100 (B).
BFLY
Avoid25
out of 100
Grade: F
DXCM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BFLY.
Margin of Safety
+89.6%
Fair Value
$656.95
Current Price
$74.54
$582.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 25.0% year-over-year
Every $100 of equity generates 31 in profit
Earnings expanding 92.2% YoY
Strong operational efficiency at 21.4%
15.0% revenue growth
Areas to Watch
Trading at 11.2x book value
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 9.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BFLY
The strongest argument for BFLY centers on Debt/Equity, Revenue Growth. Revenue growth of 25.0% demonstrates continued momentum.
Bull Case : DXCM
The strongest argument for DXCM centers on Return on Equity, EPS Growth, Operating Margin. Profitability is solid with margins at 19.3% and operating margin at 21.4%. Revenue growth of 15.0% demonstrates continued momentum.
Bear Case : BFLY
The primary concerns for BFLY are Price/Book, EPS Growth, Market Cap.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
BFLY profiles as a growth stock while DXCM is a mature play — different risk/reward profiles.
BFLY carries more volatility with a beta of 2.05 — expect wider price swings.
BFLY is growing revenue faster at 25.0% — sustainability is the question.
DXCM generates stronger free cash flow (449M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (72/100 vs 25/100), backed by strong 19.3% margins and 15.0% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Butterfly Network Inc
HEALTHCARE · MEDICAL DEVICES · USA
Butterfly Network, Inc., a digital health company, develops, manufactures, and markets ultrasound imaging solutions in the United States and internationally. The company is headquartered in Guilford, Connecticut.
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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