DexCom Inc (DXCM)vsHaemonetics Corporation (HAE)
DXCM
DexCom Inc
$86.94
-0.42%
HEALTHCARE · Cap: $31.49B
HAE
Haemonetics Corporation
$83.60
-2.08%
HEALTHCARE · Cap: $3.89B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 272% more annual revenue ($4.97B vs $1.33B). DXCM leads profitability with a 20.1% profit margin vs 7.3%. HAE appears more attractively valued with a PEG of 1.35. DXCM earns a higher WallStSmart Score of 72/100 (B).
DXCM
Strong Buy72
out of 100
Grade: B
HAE
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DXCM.
Margin of Safety
+33.5%
Fair Value
$86.50
Current Price
$83.60
$2.90 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
Earnings expanding 28.4% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.5x book value
4.8% revenue growth
Distress zone — elevated risk
7.3% margin — thin
Elevated debt levels
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 : HAE
The strongest argument for HAE centers on EPS Growth. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bear Case : DXCM
The primary concerns for DXCM are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : HAE
The primary concerns for HAE are Revenue Growth, Altman Z-Score, Profit Margin. A P/E of 41.3x leaves little room for execution misses. Debt-to-equity of 1.54 is elevated, increasing financial risk.
Key Dynamics to Monitor
DXCM profiles as a mature stock while HAE is a value play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.45 — expect wider price swings.
DXCM is growing revenue faster at 13.1% — sustainability is the question.
DXCM generates stronger free cash flow (449M), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (72/100 vs 56/100), backed by strong 20.1% margins and 13.1% revenue growth. HAE offers better value entry with a 33.5% 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.
Haemonetics Corporation
HEALTHCARE · MEDICAL DEVICES · USA
Haemonetics Corporation, a healthcare company, offers medical products and solutions. The company is headquartered in Boston, Massachusetts.
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