DexCom Inc (DXCM)vsGlobus Medical (GMED)
DXCM
DexCom Inc
$74.54
-0.80%
HEALTHCARE · Cap: $29.58B
GMED
Globus Medical
$80.26
-1.42%
HEALTHCARE · Cap: $10.45B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 55% more annual revenue ($4.82B vs $3.10B). DXCM leads profitability with a 19.3% profit margin vs 18.9%. DXCM appears more attractively valued with a PEG of 1.43. GMED earns a higher WallStSmart Score of 74/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
GMED
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.6%
Fair Value
$656.95
Current Price
$74.54
$582.41 discount
Margin of Safety
+35.9%
Fair Value
$137.63
Current Price
$80.26
$57.37 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
Earnings expanding 66.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 21.3%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.7x book value
Expensive relative to growth rate
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 : GMED
The strongest argument for GMED centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 18.9% and operating margin at 21.3%. Revenue growth of 27.0% demonstrates continued momentum.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : GMED
The primary concerns for GMED are PEG Ratio.
Key Dynamics to Monitor
DXCM profiles as a mature stock while GMED is a growth play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.45 — expect wider price swings.
GMED is growing revenue faster at 27.0% — sustainability is the question.
DXCM generates stronger free cash flow (449M), providing more financial flexibility.
Bottom Line
GMED scores higher overall (74/100 vs 72/100), backed by strong 18.9% margins and 27.0% revenue growth. DXCM offers better value entry with a 89.6% margin of safety. Both earn "Strong Buy" and "Strong 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.
Globus Medical
HEALTHCARE · MEDICAL DEVICES · USA
Globus Medical, Inc., a medical device company, develops and markets healthcare solutions for patients with musculoskeletal disorders. The company is headquartered in Audubon, Pennsylvania.
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