Medline Inc. Class A Common Stock (MDLN)vsAltria Group (MO)
MDLN
Medline Inc. Class A Common Stock
$42.67
+1.52%
HEALTHCARE · Cap: $34.68B
MO
Altria Group
$63.78
-0.84%
CONSUMER DEFENSIVE · Cap: $107.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 41% more annual revenue ($28.43B vs $20.14B). MO leads profitability with a 34.5% profit margin vs 4.1%. MO trades at a lower P/E of 15.6x. MDLN earns a higher WallStSmart Score of 52/100 (C-).
MDLN
Buy52
out of 100
Grade: C-
MO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.7%
Fair Value
$66.92
Current Price
$42.67
$24.25 discount
Margin of Safety
-135.3%
Fair Value
$28.02
Current Price
$63.78
$35.76 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 57.1%
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.2B in free cash flow
Areas to Watch
Moderate valuation
ROE of 6.5% — below average capital efficiency
4.1% margin — thin
Negative free cash flow — burning cash
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Revenue declined 0.5%
Earnings declined 62.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : MDLN
Revenue growth of 14.8% demonstrates continued momentum.
Bull Case : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 57.1%.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 4.1% margins leave little buffer for downturns.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
MDLN profiles as a value stock while MO is a declining play — different risk/reward profiles.
MDLN is growing revenue faster at 14.8% — sustainability is the question.
MO generates stronger free cash flow (3.2B), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDLN scores higher overall (52/100 vs 47/100) and 14.8% revenue growth. 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.
Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
Visit Website →Altria Group
CONSUMER DEFENSIVE · TOBACCO · USA
Altria Group, Inc. (previously known as Philip Morris Companies, Inc.) is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in unincorporated Henrico County, Virginia, just outside the city of Richmond.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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