Envista Holdings Corp (NVST)vsWest Pharmaceutical Services Inc (WST)
NVST
Envista Holdings Corp
$26.14
+0.42%
HEALTHCARE · Cap: $4.28B
WST
West Pharmaceutical Services Inc
$247.02
+0.71%
HEALTHCARE · Cap: $17.68B
Smart Verdict
WallStSmart Research — data-driven comparison
West Pharmaceutical Services Inc generates 13% more annual revenue ($3.07B vs $2.72B). WST leads profitability with a 16.1% profit margin vs 1.7%. WST trades at a lower P/E of 36.1x. NVST earns a higher WallStSmart Score of 56/100 (C).
NVST
Buy56
out of 100
Grade: C
WST
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-131.0%
Fair Value
$13.10
Current Price
$26.14
$13.04 premium
Margin of Safety
-256.8%
Fair Value
$68.99
Current Price
$247.02
$178.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
15.0% revenue growth
Earnings expanding 31.5% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.6%
Areas to Watch
ROE of 1.6% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Premium valuation, high expectations priced in
2.1% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NVST
The strongest argument for NVST centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 15.0% demonstrates continued momentum.
Bull Case : WST
The strongest argument for WST centers on Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.1% and operating margin at 21.6%.
Bear Case : NVST
The primary concerns for NVST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 93.0x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Bear Case : WST
The primary concerns for WST are P/E Ratio, EPS Growth, PEG Ratio.
Key Dynamics to Monitor
NVST profiles as a value stock while WST is a mature play — different risk/reward profiles.
WST carries more volatility with a beta of 1.18 — expect wider price swings.
NVST is growing revenue faster at 15.0% — sustainability is the question.
WST generates stronger free cash flow (175M), providing more financial flexibility.
Bottom Line
NVST scores higher overall (56/100 vs 55/100) and 15.0% 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.
Envista Holdings Corp
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Envista Holdings Corporation, develops, manufactures and markets dental products in the United States and internationally. The company is headquartered in Brea, California.
Visit Website →West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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