DEXCOM, INC. vs KONINKLIJKE PHILIPS NV, two Medical Devices stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DXCM and PHG diverge most: on fcf yield, DXCM reads 4.5% and PHG reads -1.2%; on debt / equity, DXCM reads 0.47 and PHG reads 0.00. The rest of the comparable metrics sit closer together. On valuation, today's DXCM price has a different growth bar priced in than PHG (+30.6% implied for DXCM vs +8.9% for PHG); the higher figure is the steeper assumption to clear, not a better or worse stock. What DXCM's price implies is a somewhat stretched bet versus history (whole-company basis). What PHG's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DXCM | PHG |
|---|---|---|
| Price | $83.46 | $26.30 |
| Market cap | $31.5B | $24.9B |
| Sector | Medical Devices | Medical Devices |
| Stage | Growth | Mature |
| Implied growth (priced in) | +30.6% | +8.9% |
| P/E | 33.1 | 25.7 |
| P/B | 12.01 | 2.09 |
| P/S | 6.34 | 1.29 |
| EV/EBITDA | 22.5 | 7.9 |
| Revenue growth | +15.7% | +1.0% |
| Gross margin | 63.4% | 45.2% |
| Operating margin | 24.3% | 8.0% |
| Net margin | 20.1% | 5.0% |
| Return on equity | 38.1% | 8.2% |
| Return on assets | 15.5% | 3.3% |
| Return on invested capital | 23.1% | 9.9% |
| FCF yield | 4.5% | -1.2% |
| Debt / equity | 0.47 | 0.00 |
| Current ratio | 1.73 | 1.32 |
| Altman Z (solvency) | 6.81 | 1.81 |
| Piotroski F (quality) | 8 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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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.