BOSTON SCIENTIFIC CORP vs DEXCOM, INC., two Medical Devices stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BSX and DXCM diverge most: on debt / equity, BSX reads 0.00 and DXCM reads 0.47; on p/b, BSX reads 2.68 and DXCM reads 12.01. The rest of the comparable metrics sit closer together. On valuation, today's BSX price has a different growth bar priced in than DXCM (+8.9% implied for BSX vs +30.6% for DXCM); the higher figure is the steeper assumption to clear, not a better or worse stock. What BSX's price implies is a bet that sits within the historical range (whole-company basis). What DXCM's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BSX | DXCM |
|---|---|---|
| Price | $46.73 | $83.46 |
| Market cap | $69.9B | $31.5B |
| Sector | Medical Devices | Medical Devices |
| Stage | Growth | Growth |
| Implied growth (priced in) | +8.9% | +30.6% |
| P/E | 19.6 | 33.1 |
| P/B | 2.68 | 12.01 |
| P/S | 3.39 | 6.34 |
| EV/EBITDA | 13.2 | 22.5 |
| Revenue growth | +17.6% | +15.7% |
| Gross margin | 69.5% | 63.4% |
| Operating margin | 21.2% | 24.3% |
| Net margin | 17.3% | 20.1% |
| Return on equity | 13.6% | 38.1% |
| Return on assets | 8.0% | 15.5% |
| Return on invested capital | 11.5% | 23.1% |
| FCF yield | 5.0% | 4.5% |
| Debt / equity | 0.00 | 0.47 |
| Current ratio | 1.90 | 1.73 |
| Altman Z (solvency) | 6.88 | 6.81 |
| Piotroski F (quality) | 5 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.