Edwards Lifesciences Corp (EW)vsTransMedics Group Inc (TMDX)
EW
Edwards Lifesciences Corp
$82.67
+1.20%
HEALTHCARE · Cap: $48.01B
TMDX
TransMedics Group Inc
$105.13
-3.48%
HEALTHCARE · Cap: $3.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 902% more annual revenue ($6.07B vs $605.49M). TMDX leads profitability with a 31.4% profit margin vs 17.7%. TMDX trades at a lower P/E of 22.4x. TMDX earns a higher WallStSmart Score of 64/100 (C+).
EW
Buy55
out of 100
Grade: C
TMDX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-544.4%
Fair Value
$12.31
Current Price
$82.67
$70.36 premium
Margin of Safety
+41.5%
Fair Value
$227.92
Current Price
$105.13
$122.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 23.7%
Every $100 of equity generates 54 in profit
Keeps 31 of every $100 in revenue as profit
Revenue surging 32.2% year-over-year
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 76.6%
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EW
The strongest argument for EW centers on Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 23.7%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : TMDX
The strongest argument for TMDX centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 31.4% and operating margin at 13.2%. Revenue growth of 32.2% demonstrates continued momentum.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Bear Case : TMDX
The primary concerns for TMDX are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
EW profiles as a mature stock while TMDX is a growth play — different risk/reward profiles.
TMDX carries more volatility with a beta of 1.96 — expect wider price swings.
TMDX is growing revenue faster at 32.2% — sustainability is the question.
EW generates stronger free cash flow (354M), providing more financial flexibility.
Bottom Line
TMDX scores higher overall (64/100 vs 55/100), backed by strong 31.4% margins and 32.2% revenue growth. Both earn "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.
Edwards Lifesciences Corp
HEALTHCARE · MEDICAL DEVICES · USA
Edwards Lifesciences is an American medical technology company headquartered in Irvine, California, specializing in artificial heart valves and hemodynamic monitoring.
Visit Website →TransMedics Group Inc
HEALTHCARE · MEDICAL DEVICES · USA
TransMedics Group, Inc., a commercial-stage medical technology company, is dedicated to transforming organ transplant therapy for patients with end-stage organ failure in the United States and internationally. The company is headquartered in Andover, Massachusetts.
Visit Website →Compare with Other MEDICAL DEVICES Stocks
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