WallStSmart

DexCom Inc (DXCM)vsLENSAR Inc (LNSR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DexCom Inc generates 8146% more annual revenue ($4.97B vs $60.26M). LNSR leads profitability with a 57.6% profit margin vs 20.1%. DXCM trades at a lower P/E of 33.4x. 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

LNSR

Buy

51

out of 100

Grade: C-

Growth: 6.7Profit: 7.0Value: 3.7Quality: 6.0
Piotroski: 2/9Altman Z: -4.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DXCM.

LNSRSignificantly Overvalued (-84.5%)

Margin of Safety

-84.5%

Fair Value

$6.73

Current Price

$7.60

$0.87 premium

UndervaluedFair: $6.73Overvalued

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

LNSR4 strengths · Avg: 9.3/10
Return on EquityProfitability
36.2%10/10

Every $100 of equity generates 36 in profit

Profit MarginProfitability
57.6%10/10

Keeps 58 of every $100 in revenue as profit

Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
18.4%8/10

18.4% revenue growth

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

LNSR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$101.36M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
43.4x2/10

Premium valuation, high expectations priced in

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 : LNSR

The strongest argument for LNSR centers on Return on Equity, Profit Margin, Debt/Equity. Profitability is solid with margins at 57.6% and operating margin at 12.9%. Revenue growth of 18.4% demonstrates continued momentum.

Bear Case : DXCM

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

Bear Case : LNSR

The primary concerns for LNSR are EPS Growth, Market Cap, Piotroski F-Score. A P/E of 43.4x leaves little room for execution misses.

Key Dynamics to Monitor

DXCM profiles as a mature stock while LNSR is a growth play — different risk/reward profiles.

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

LNSR is growing revenue faster at 18.4% — sustainability is the question.

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

Bottom Line

DXCM scores higher overall (74/100 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.

LENSAR Inc

HEALTHCARE · MEDICAL DEVICES · USA

LENSAR, Inc., a commercial stage medical device company, is focused on designing, developing and marketing an advanced femtosecond laser system for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism. The company is headquartered in Orlando, Florida.

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