WallStSmart

DexCom Inc (DXCM)vsInteger Holdings Corp (ITGR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DexCom Inc generates 168% more annual revenue ($4.97B vs $1.86B). DXCM leads profitability with a 20.1% profit margin vs 7.6%. DXCM appears more attractively valued with a PEG of 1.56. DXCM earns a higher WallStSmart Score of 72/100 (B).

DXCM

Strong Buy

72

out of 100

Grade: B

Growth: 8.0Profit: 8.5Value: 4.3Quality: 6.5
Piotroski: 5/9Altman Z: 2.67

ITGR

Buy

51

out of 100

Grade: C-

Growth: 7.3Profit: 5.5Value: 4.0Quality: 6.5
Piotroski: 3/9Altman Z: 1.93
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DXCM.

ITGRUndervalued (+7.8%)

Margin of Safety

+7.8%

Fair Value

$94.60

Current Price

$125.08

$30.48 discount

UndervaluedFair: $94.60Overvalued

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

ITGR2 strengths · Avg: 9.0/10
EPS GrowthGrowth
52.9%10/10

Earnings expanding 52.9% YoY

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

DXCM3 concerns · Avg: 4.0/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

P/E RatioValuation
33.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
13.1x4/10

Trading at 13.1x book value

ITGR4 concerns · Avg: 3.8/10
P/E RatioValuation
30.1x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Altman Z-ScoreHealth
1.934/10

Grey zone — moderate risk

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

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 : ITGR

The strongest argument for ITGR centers on EPS Growth, Price/Book.

Bear Case : DXCM

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

Bear Case : ITGR

The primary concerns for ITGR are P/E Ratio, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

DXCM profiles as a mature stock while ITGR 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 (185M), providing more financial flexibility.

Bottom Line

DXCM scores higher overall (72/100 vs 51/100), backed by strong 20.1% margins and 13.1% revenue growth. 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.

Integer Holdings Corp

HEALTHCARE · MEDICAL DEVICES · USA

Integer Holdings Corporation is an outsourced manufacturer of medical devices in the United States, Puerto Rico, Costa Rica, and internationally. The company is headquartered in Plano, Texas.

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