Boston Scientific Corp (BSX)vsWaters Corporation (WAT)
BSX
Boston Scientific Corp
$53.93
-4.67%
HEALTHCARE · Cap: $84.08B
WAT
Waters Corporation
$355.13
+1.32%
HEALTHCARE · Cap: $34.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Boston Scientific Corp generates 447% more annual revenue ($20.61B vs $3.77B). BSX leads profitability with a 17.3% profit margin vs 11.9%. BSX appears more attractively valued with a PEG of 0.68. BSX earns a higher WallStSmart Score of 71/100 (B).
BSX
Strong Buy71
out of 100
Grade: B
WAT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.7%
Fair Value
$46.22
Current Price
$53.93
$7.71 premium
Margin of Safety
-63.1%
Fair Value
$201.83
Current Price
$355.13
$153.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 100.0% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 20.6%
Revenue surging 91.5% year-over-year
Safe zone — low bankruptcy risk
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Trading at 8.3x book value
ROE of 5.2% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BSX
The strongest argument for BSX centers on EPS Growth, Market Cap, PEG Ratio. Profitability is solid with margins at 17.3% and operating margin at 20.6%. Revenue growth of 11.6% demonstrates continued momentum.
Bull Case : WAT
The strongest argument for WAT centers on Revenue Growth, Altman Z-Score. Revenue growth of 91.5% demonstrates continued momentum.
Bear Case : BSX
No major red flags identified for BSX, but monitor valuation.
Bear Case : WAT
The primary concerns for WAT are PEG Ratio, Price/Book, Return on Equity. A P/E of 44.6x leaves little room for execution misses.
Key Dynamics to Monitor
BSX profiles as a mature stock while WAT is a growth play — different risk/reward profiles.
WAT carries more volatility with a beta of 1.14 — expect wider price swings.
WAT is growing revenue faster at 91.5% — sustainability is the question.
BSX generates stronger free cash flow (171M), providing more financial flexibility.
Bottom Line
BSX scores higher overall (71/100 vs 52/100), backed by strong 17.3% margins and 11.6% revenue growth. Both earn "Strong 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.
Boston Scientific Corp
HEALTHCARE · MEDICAL DEVICES · USA
Boston Scientific Corporation, doing business as Boston Scientific, is a manufacturer of medical devices used in interventional medical specialties, including interventional radiology, interventional cardiology, peripheral interventions, neuromodulation, neurovascular intervention, electrophysiology, cardiac surgery, vascular surgery, endoscopy, oncology, urology and gynecology.
Waters Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Waters Corporation is a publicly traded Analytical Laboratory instrument and software company headquartered in Milford, Massachusetts.
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