IDEXX Laboratories Inc (IDXX)vsMedpace Holdings Inc (MEDP)
IDXX
IDEXX Laboratories Inc
$575.72
+0.97%
HEALTHCARE · Cap: $45.53B
MEDP
Medpace Holdings Inc
$466.80
+1.32%
HEALTHCARE · Cap: $13.08B
Smart Verdict
WallStSmart Research — data-driven comparison
IDEXX Laboratories Inc generates 70% more annual revenue ($4.30B vs $2.53B). IDXX leads profitability with a 24.6% profit margin vs 17.8%. MEDP appears more attractively valued with a PEG of 2.25. MEDP earns a higher WallStSmart Score of 70/100 (B-).
IDXX
Buy61
out of 100
Grade: C+
MEDP
Strong Buy70
out of 100
Grade: B-
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
+40.8%
Fair Value
$716.04
Current Price
$466.80
$249.24 discount
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%
Every $100 of equity generates 70 in profit
Revenue surging 32.0% year-over-year
Strong operational efficiency at 21.6%
Earnings expanding 26.9% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.9x book value
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 : MEDP
The strongest argument for MEDP centers on Return on Equity, Revenue Growth, Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 21.6%. Revenue growth of 32.0% demonstrates continued momentum.
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 : MEDP
The primary concerns for MEDP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
IDXX profiles as a mature stock while MEDP is a growth play — different risk/reward profiles.
IDXX carries more volatility with a beta of 1.70 — expect wider price swings.
MEDP is growing revenue faster at 32.0% — sustainability is the question.
IDXX generates stronger free cash flow (323M), providing more financial flexibility.
Bottom Line
MEDP scores higher overall (70/100 vs 61/100), backed by strong 17.8% margins and 32.0% revenue growth. Both earn "Strong 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.
Medpace Holdings Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Medpace Holdings, Inc. provides clinical research-based drug and medical device development services in North America, Europe, and Asia. The company is headquartered in Cincinnati, Ohio.
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