DexCom Inc (DXCM)vsMedtronic PLC (MDT)
DXCM
DexCom Inc
$83.03
-1.75%
HEALTHCARE · Cap: $31.90B
MDT
Medtronic PLC
$90.96
+3.18%
HEALTHCARE · Cap: $116.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 655% more annual revenue ($37.54B vs $4.97B). DXCM leads profitability with a 20.1% profit margin vs 13.9%. DXCM appears more attractively valued with a PEG of 1.35. DXCM earns a higher WallStSmart Score of 74/100 (B).
DXCM
Strong Buy74
out of 100
Grade: B
MDT
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DXCM.
Margin of Safety
+3.7%
Fair Value
$94.43
Current Price
$90.96
$3.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 24.3%
Earnings expanding 43.6% YoY
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 40.7% YoY
Generating 1.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.9x book value
Expensive relative to growth rate
Grey zone — moderate risk
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 : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : MDT
The primary concerns for MDT are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
DXCM profiles as a mature stock while MDT is a value play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.42 — expect wider price swings.
MDT is growing revenue faster at 13.7% — sustainability is the question.
MDT generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (74/100 vs 68/100), backed by strong 20.1% margins and 13.1% revenue growth. 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.
Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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