Medline Inc. Class A Common Stock (MDLN)vsTurning Point Brands Inc (TPB)
MDLN
Medline Inc. Class A Common Stock
$42.67
+1.52%
HEALTHCARE · Cap: $34.68B
TPB
Turning Point Brands Inc
$88.39
+1.80%
CONSUMER DEFENSIVE · Cap: $1.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 6040% more annual revenue ($28.43B vs $463.06M). TPB leads profitability with a 12.6% profit margin vs 4.1%. TPB trades at a lower P/E of 28.4x. TPB earns a higher WallStSmart Score of 73/100 (B).
MDLN
Buy52
out of 100
Grade: C-
TPB
Strong Buy73
out of 100
Grade: B
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
+12.1%
Fair Value
$145.55
Current Price
$88.39
$57.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Earnings expanding 194.5% YoY
Every $100 of equity generates 24 in profit
Revenue surging 29.2% year-over-year
Areas to Watch
Moderate valuation
ROE of 6.5% — below average capital efficiency
4.1% margin — thin
Negative free cash flow — burning cash
Moderate valuation
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : MDLN
Revenue growth of 14.8% demonstrates continued momentum.
Bull Case : TPB
The strongest argument for TPB centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 29.2% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
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 : TPB
The primary concerns for TPB are P/E Ratio, Market Cap.
Key Dynamics to Monitor
MDLN profiles as a value stock while TPB is a growth play — different risk/reward profiles.
TPB is growing revenue faster at 29.2% — sustainability is the question.
TPB generates stronger free cash flow (24M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TPB scores higher overall (73/100 vs 52/100) and 29.2% revenue growth. MDLN offers better value entry with a 32.7% 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.
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 →Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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