IDEXX Laboratories Inc (IDXX)vsMedtronic PLC (MDT)
IDXX
IDEXX Laboratories Inc
$575.72
+0.97%
HEALTHCARE · Cap: $45.53B
MDT
Medtronic PLC
$87.89
-0.25%
HEALTHCARE · Cap: $112.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 724% more annual revenue ($35.48B vs $4.30B). IDXX leads profitability with a 24.6% profit margin vs 13.0%. MDT appears more attractively valued with a PEG of 1.50. IDXX earns a higher WallStSmart Score of 61/100 (C+).
IDXX
Buy61
out of 100
Grade: C+
MDT
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.2%
Fair Value
$462.85
Current Price
$575.72
$112.87 premium
Margin of Safety
-260.2%
Fair Value
$24.34
Current Price
$87.89
$63.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 66 in profit
Keeps 25 of every $100 in revenue as profit
Strong operational efficiency at 29.8%
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.6x book value
Earnings declined 11.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : IDXX
The strongest argument for IDXX centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 24.6% and operating margin at 29.8%. Revenue growth of 14.3% demonstrates continued momentum.
Bull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.
Bear Case : IDXX
The primary concerns for IDXX are PEG Ratio, P/E Ratio, Price/Book. A P/E of 43.7x leaves little room for execution misses.
Bear Case : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
IDXX profiles as a mature stock while MDT is a value play — different risk/reward profiles.
IDXX carries more volatility with a beta of 1.70 — expect wider price swings.
IDXX is growing revenue faster at 14.3% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
IDXX scores higher overall (61/100 vs 56/100), backed by strong 24.6% margins and 14.3% 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.
IDEXX Laboratories Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
IDEXX Laboratories, Inc. is an American multinational corporation engaged in the development, manufacture, and distribution of products and services for the companion animal veterinary, livestock and poultry, water testing, and dairy markets.
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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