Medtronic PLC (MDT)vsTransMedics Group Inc (TMDX)
MDT
Medtronic PLC
$87.89
+1.51%
HEALTHCARE · Cap: $110.62B
TMDX
TransMedics Group Inc
$105.13
-3.48%
HEALTHCARE · Cap: $3.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 5760% more annual revenue ($35.48B vs $605.49M). TMDX leads profitability with a 31.4% profit margin vs 13.0%. TMDX trades at a lower P/E of 22.4x. TMDX earns a higher WallStSmart Score of 64/100 (C+).
MDT
Buy56
out of 100
Grade: C
TMDX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-255.7%
Fair Value
$24.34
Current Price
$87.89
$63.55 premium
Margin of Safety
+41.5%
Fair Value
$227.92
Current Price
$105.13
$122.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 54 in profit
Keeps 31 of every $100 in revenue as profit
Revenue surging 32.2% year-over-year
Areas to Watch
Earnings declined 11.8%
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.
Bull Case : TMDX
The strongest argument for TMDX centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 31.4% and operating margin at 13.2%. Revenue growth of 32.2% demonstrates continued momentum.
Bear Case : MDT
The primary concerns for MDT are EPS Growth.
Bear Case : TMDX
The primary concerns for TMDX are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
MDT profiles as a value stock while TMDX is a growth play — different risk/reward profiles.
TMDX carries more volatility with a beta of 1.96 — expect wider price swings.
TMDX is growing revenue faster at 32.2% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
TMDX scores higher overall (64/100 vs 56/100), backed by strong 31.4% margins and 32.2% 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.
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.
TransMedics Group Inc
HEALTHCARE · MEDICAL DEVICES · USA
TransMedics Group, Inc., a commercial-stage medical technology company, is dedicated to transforming organ transplant therapy for patients with end-stage organ failure in the United States and internationally. The company is headquartered in Andover, Massachusetts.
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