Bio-Rad Laboratories Inc (BIO)vsDexCom Inc (DXCM)
BIO
Bio-Rad Laboratories Inc
$327.25
-1.13%
HEALTHCARE · Cap: $8.08B
DXCM
DexCom Inc
$74.54
-0.80%
HEALTHCARE · Cap: $29.58B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 86% more annual revenue ($4.82B vs $2.59B). DXCM leads profitability with a 19.3% profit margin vs 6.5%. BIO appears more attractively valued with a PEG of 1.19. DXCM earns a higher WallStSmart Score of 72/100 (B).
BIO
Hold47
out of 100
Grade: D+
DXCM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.3%
Fair Value
$198.00
Current Price
$327.25
$129.25 premium
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
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
1.1% revenue growth
ROE of 2.5% — below average capital efficiency
6.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 9.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BIO
The strongest argument for BIO centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 1.19 suggests the stock is reasonably priced for its growth.
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 : BIO
The primary concerns for BIO are Revenue Growth, Return on Equity, Profit Margin. A P/E of 50.3x leaves little room for execution misses.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
BIO profiles as a value stock while DXCM is a mature play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.45 — expect wider price swings.
DXCM is growing revenue faster at 15.0% — sustainability is the question.
DXCM generates stronger free cash flow (449M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (72/100 vs 47/100), backed by strong 19.3% margins and 15.0% 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.
Bio-Rad Laboratories Inc
HEALTHCARE · MEDICAL DEVICES · USA
Bio-Rad Laboratories, Inc. is an American developer and manufacturer of specialized technological products for the life science research and clinical diagnostics markets.
Visit Website →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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