ICU Medical Inc (ICUI)vsWest Pharmaceutical Services Inc (WST)
ICUI
ICU Medical Inc
$131.38
+1.53%
HEALTHCARE · Cap: $3.19B
WST
West Pharmaceutical Services Inc
$247.02
+0.71%
HEALTHCARE · Cap: $17.68B
Smart Verdict
WallStSmart Research — data-driven comparison
West Pharmaceutical Services Inc generates 38% more annual revenue ($3.07B vs $2.23B). WST leads profitability with a 16.1% profit margin vs 0.0%. ICUI appears more attractively valued with a PEG of 0.07. WST earns a higher WallStSmart Score of 55/100 (C-).
ICUI
Hold47
out of 100
Grade: D+
WST
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73765.0%
Fair Value
$0.20
Current Price
$131.38
$131.18 premium
Margin of Safety
-256.8%
Fair Value
$68.99
Current Price
$247.02
$178.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.6%
Areas to Watch
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
0.0% margin — thin
Operating margin of 4.8%
Premium valuation, high expectations priced in
2.1% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ICUI
The strongest argument for ICUI centers on PEG Ratio, Price/Book. PEG of 0.07 suggests the stock is reasonably priced for its growth.
Bull Case : WST
The strongest argument for WST centers on Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.1% and operating margin at 21.6%.
Bear Case : ICUI
The primary concerns for ICUI are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 4313.3x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Bear Case : WST
The primary concerns for WST are P/E Ratio, EPS Growth, PEG Ratio.
Key Dynamics to Monitor
ICUI profiles as a value stock while WST is a mature play — different risk/reward profiles.
WST carries more volatility with a beta of 1.18 — expect wider price swings.
WST is growing revenue faster at 7.5% — sustainability is the question.
WST generates stronger free cash flow (175M), providing more financial flexibility.
Bottom Line
WST scores higher overall (55/100 vs 47/100), backed by strong 16.1% margins. Both earn "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.
ICU Medical Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ICU Medical, Inc. develops, manufactures and sells medical devices used in infusion therapy and critical care applications worldwide. The company is headquartered in San Clemente, California.
West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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