LeMaitre Vascular Inc (LMAT)vsResMed Inc (RMD)
LMAT
LeMaitre Vascular Inc
$111.08
+0.99%
HEALTHCARE · Cap: $2.53B
RMD
ResMed Inc
$226.31
-0.82%
HEALTHCARE · Cap: $33.31B
Smart Verdict
WallStSmart Research — data-driven comparison
ResMed Inc generates 2063% more annual revenue ($5.40B vs $249.60M). RMD leads profitability with a 27.5% profit margin vs 23.1%. RMD appears more attractively valued with a PEG of 1.39. RMD earns a higher WallStSmart Score of 70/100 (B).
LMAT
Buy61
out of 100
Grade: C+
RMD
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.1%
Fair Value
$118.87
Current Price
$111.08
$7.79 discount
Margin of Safety
+14.4%
Fair Value
$303.30
Current Price
$226.31
$76.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 23 of every $100 in revenue as profit
Strong operational efficiency at 21.8%
15.7% revenue growth
Earnings expanding 41.4% YoY
Strong operational efficiency at 35.2%
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : LMAT
The strongest argument for LMAT centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 23.1% and operating margin at 21.8%. Revenue growth of 15.7% demonstrates continued momentum.
Bull Case : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.5% and operating margin at 35.2%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : LMAT
The primary concerns for LMAT are PEG Ratio, P/E Ratio. A P/E of 43.7x leaves little room for execution misses.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
LMAT profiles as a growth stock while RMD is a mature play — different risk/reward profiles.
RMD carries more volatility with a beta of 0.89 — expect wider price swings.
LMAT is growing revenue faster at 15.7% — sustainability is the question.
RMD generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
RMD scores higher overall (70/100 vs 61/100), backed by strong 27.5% margins and 11.0% revenue growth. LMAT offers better value entry with a 26.1% margin of safety. 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.
LeMaitre Vascular Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
LeMaitre Vascular, Inc. designs, markets, sells, services and supports medical devices and implants for the treatment of peripheral vascular diseases worldwide. The company is headquartered in Burlington, Massachusetts.
ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
Want to dig deeper into these stocks?