DexCom Inc (DXCM)vsGlaukos Corp (GKOS)
DXCM
DexCom Inc
$84.75
+2.08%
HEALTHCARE · Cap: $31.49B
GKOS
Glaukos Corp
$180.02
+5.28%
HEALTHCARE · Cap: $9.83B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 711% more annual revenue ($4.97B vs $612.84M). DXCM leads profitability with a 20.1% profit margin vs -30.7%. DXCM appears more attractively valued with a PEG of 1.56. DXCM earns a higher WallStSmart Score of 72/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
GKOS
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DXCM.
Margin of Safety
+8.5%
Fair Value
$119.19
Current Price
$180.02
$60.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 31 in profit
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 24.3%
Earnings expanding 43.6% YoY
Revenue surging 49.5% year-over-year
Earnings expanding 1896.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.2x book value
Expensive relative to growth rate
Trading at 15.5x book value
Weak financial health signals
ROE of -28.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : DXCM
The strongest argument for DXCM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 24.3%. Revenue growth of 13.1% demonstrates continued momentum.
Bull Case : GKOS
The strongest argument for GKOS centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 49.5% demonstrates continued momentum.
Bear Case : DXCM
The primary concerns for DXCM are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : GKOS
The primary concerns for GKOS are PEG Ratio, Price/Book, Piotroski F-Score.
Key Dynamics to Monitor
DXCM profiles as a mature stock while GKOS is a hypergrowth play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.45 — expect wider price swings.
GKOS is growing revenue faster at 49.5% — sustainability is the question.
DXCM generates stronger free cash flow (449M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (72/100 vs 44/100), backed by strong 20.1% margins and 13.1% 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.
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.
Glaukos Corp
HEALTHCARE · MEDICAL DEVICES · USA
Glaukos Corporation, an ophthalmic medical technology and pharmaceutical company, is focused on developing new therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. The company is headquartered in San Clemente, California.
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