WallStSmart

DexCom Inc (DXCM)vsIradimed Co (IRMD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DexCom Inc generates 5656% more annual revenue ($4.97B vs $86.34M). IRMD leads profitability with a 26.7% profit margin vs 20.1%. DXCM appears more attractively valued with a PEG of 1.35. DXCM earns a higher WallStSmart Score of 74/100 (B).

DXCM

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 8.5Value: 5.0Quality: 6.5
Piotroski: 5/9Altman Z: 2.67

IRMD

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 9.5Value: 2.7Quality: 7.3
Piotroski: 3/9Altman Z: 7.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DXCM.

IRMDSignificantly Overvalued (-67.7%)

Margin of Safety

-67.7%

Fair Value

$61.47

Current Price

$82.22

$20.75 premium

UndervaluedFair: $61.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DXCM4 strengths · Avg: 8.8/10
Return on EquityProfitability
38.1%10/10

Every $100 of equity generates 38 in profit

Profit MarginProfitability
20.1%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

EPS GrowthGrowth
43.6%8/10

Earnings expanding 43.6% YoY

IRMD4 strengths · Avg: 9.5/10
Operating MarginProfitability
31.2%10/10

Strong operational efficiency at 31.2%

Altman Z-ScoreHealth
7.2510/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
24.0%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

DXCM2 concerns · Avg: 4.0/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.9x4/10

Trading at 11.9x book value

IRMD4 concerns · Avg: 3.5/10
Price/BookValuation
10.3x4/10

Trading at 10.3x book value

Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Market CapQuality
$1.07B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : IRMD

The strongest argument for IRMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 26.7% and operating margin at 31.2%.

Bear Case : DXCM

The primary concerns for DXCM are P/E Ratio, Price/Book.

Bear Case : IRMD

The primary concerns for IRMD are Price/Book, Revenue Growth, Market Cap. A P/E of 47.2x leaves little room for execution misses.

Key Dynamics to Monitor

DXCM profiles as a mature stock while IRMD is a value play — different risk/reward profiles.

DXCM carries more volatility with a beta of 1.42 — expect wider price swings.

DXCM is growing revenue faster at 13.1% — sustainability is the question.

DXCM generates stronger free cash flow (185M), providing more financial flexibility.

Bottom Line

DXCM scores higher overall (74/100 vs 48/100), 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.

Iradimed Co

HEALTHCARE · MEDICAL DEVICES · USA

IRADIMED CORPORATION develops, manufactures, markets and distributes magnetic resonance imaging (MRI) compatible medical devices and related accessories and services in the United States and internationally. The company is headquartered in Winter Springs, Florida.

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