COMPARE · Reviewed July 29, 2026
ALC vs GMED
Verdict: Side-by-side breakdown using the Bull Rankings model. ALC scored 73.0, GMED scored 78.0 — GMED leads.
Compare another set
ALC
Alcon Inc.
73
$69.65 · $34.0B
fundamentals as of
Score gap
5.0
GMED leads
GMED
Globus Medical, Inc.
78
$81.42 · $11.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
ALC
stronger →← stronger
GMED
87
Qualityreturns · margins · balance sheet
69
71
Growthrevenue & earnings expansion
98
63
Valuevaluation vs sector peers
70
GMED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ALC
GMED
$2.1bB
FCF
$610mC+
+10.5%B
Rev
+23.5%A-
0.24B
D/E
0.02A-
41.7xC+
P/E
19.0xA-
1.52C+
PEG
1.49B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ALC
GMED
34% below
Price vs fair valuelower is cheaper
5% above
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
+30%
1-yr DCF upside
-11%
+51%
5-yr DCF upside
-4%
+88%
10-yr DCF upside
+6%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ALC
Why this score
- Durable high returns
GMED
No notable signals flagged.
The companies
ALCAlcon Inc.
Why now
Medical Instruments & Supplies · market cap $34.0b. Down 23% from 52-week high of $90.91 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $87.32 (implying +25% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Trailing P/E 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
GMEDGlobus Medical, Inc.
Why now
Medical Devices · market cap $11.1b. 20% off the 52-week high of $101.40. Revenue growing +23%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $105.75 (implying +30% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.