DexCom Inc (DXCM)vsEdwards Lifesciences Corp (EW)
DXCM
DexCom Inc
$73.74
+1.94%
HEALTHCARE · Cap: $28.45B
EW
Edwards Lifesciences Corp
$86.47
+0.59%
HEALTHCARE · Cap: $49.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 31% more annual revenue ($6.30B vs $4.82B). DXCM leads profitability with a 19.3% profit margin vs 17.4%. DXCM appears more attractively valued with a PEG of 1.38. DXCM earns a higher WallStSmart Score of 72/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
EW
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.8%
Fair Value
$669.08
Current Price
$73.74
$595.34 discount
Margin of Safety
+68.8%
Fair Value
$254.22
Current Price
$86.47
$167.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 31 in profit
Earnings expanding 92.2% YoY
Strong operational efficiency at 21.4%
15.0% revenue growth
Strong operational efficiency at 31.2%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
16.7% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.6x book value
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : EW
The strongest argument for EW centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.4% and operating margin at 31.2%. Revenue growth of 16.7% demonstrates continued momentum.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 46.7x leaves little room for execution misses.
Key Dynamics to Monitor
DXCM profiles as a mature stock while EW is a growth play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.40 — expect wider price swings.
EW is growing revenue faster at 16.7% — sustainability is the question.
DXCM generates stronger free cash flow (449M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (72/100 vs 61/100), backed by strong 19.3% margins and 15.0% revenue growth. EW offers better value entry with a 68.8% margin of safety. 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.
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.
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.
Visit Website →Compare with Other MEDICAL DEVICES Stocks
Want to dig deeper into these stocks?