Delcath Systems Inc (DCTH)vsEdwards Lifesciences Corp (EW)
DCTH
Delcath Systems Inc
$8.98
-1.32%
HEALTHCARE · Cap: $320.30M
EW
Edwards Lifesciences Corp
$82.67
+1.20%
HEALTHCARE · Cap: $48.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 7019% more annual revenue ($6.07B vs $85.23M). EW leads profitability with a 17.7% profit margin vs 3.2%. DCTH appears more attractively valued with a PEG of 1.60. EW earns a higher WallStSmart Score of 55/100 (C).
DCTH
Hold44
out of 100
Grade: D
EW
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1879.2%
Fair Value
$0.48
Current Price
$8.98
$8.50 premium
Margin of Safety
-544.4%
Fair Value
$12.31
Current Price
$82.67
$70.36 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 37.3% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 23.7%
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 3.0% — below average capital efficiency
3.2% margin — thin
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 76.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : DCTH
The strongest argument for DCTH centers on Revenue Growth, Price/Book. Revenue growth of 37.3% demonstrates continued momentum.
Bull Case : EW
The strongest argument for EW centers on Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 23.7%. Revenue growth of 13.3% demonstrates continued momentum.
Bear Case : DCTH
The primary concerns for DCTH are PEG Ratio, Market Cap, Return on Equity. A P/E of 129.6x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Key Dynamics to Monitor
DCTH profiles as a hypergrowth stock while EW is a mature play — different risk/reward profiles.
EW carries more volatility with a beta of 0.93 — expect wider price swings.
DCTH is growing revenue faster at 37.3% — sustainability is the question.
EW generates stronger free cash flow (354M), providing more financial flexibility.
Bottom Line
EW scores higher overall (55/100 vs 44/100), backed by strong 17.7% margins and 13.3% revenue growth. Both earn "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.
Delcath Systems Inc
HEALTHCARE · MEDICAL DEVICES · USA
Delcath Systems, Inc., an interventional oncology company, focuses on the treatment of primary and metastatic liver cancers in the United States and Europe. The company is headquartered in New York, New York.
Edwards Lifesciences Corp
HEALTHCARE · MEDICAL DEVICES · USA
Edwards Lifesciences is an American medical technology company headquartered in Irvine, California, specializing in artificial heart valves and hemodynamic monitoring.
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