DexCom Inc (DXCM)vsNeogen Corporation (NEOG)
DXCM
DexCom Inc
$83.03
-1.75%
HEALTHCARE · Cap: $31.90B
NEOG
Neogen Corporation
$11.78
+0.08%
HEALTHCARE · Cap: $2.60B
Smart Verdict
WallStSmart Research — data-driven comparison
DexCom Inc generates 471% more annual revenue ($4.97B vs $870.40M). DXCM leads profitability with a 20.1% profit margin vs -0.9%. NEOG appears more attractively valued with a PEG of 0.66. DXCM earns a higher WallStSmart Score of 74/100 (B).
DXCM
Strong Buy74
out of 100
Grade: B
NEOG
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DXCM.
Margin of Safety
+80.7%
Fair Value
$55.73
Current Price
$11.78
$43.95 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
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.9x book value
Operating margin of 1.4%
ROE of -29.0% — below average capital efficiency
Revenue declined 0.1%
Earnings declined 85.6%
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 : NEOG
The strongest argument for NEOG centers on Price/Book, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
Bear Case : NEOG
The primary concerns for NEOG are Operating Margin, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
DXCM profiles as a mature stock while NEOG is a turnaround play — different risk/reward profiles.
NEOG carries more volatility with a beta of 1.76 — 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 41/100), backed by strong 20.1% margins and 13.1% revenue growth. NEOG offers better value entry with a 80.7% margin of safety. 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.
Neogen Corporation
HEALTHCARE · MEDICAL DEVICES · USA
Neogen Corporation, develops, manufactures and markets various products for food and animal safety worldwide. The company is headquartered in Lansing, Michigan.
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