COMPARE · Reviewed July 29, 2026
DXCM vs GMED
Verdict: Side-by-side breakdown using the Bull Rankings model. DXCM scored 81.6, GMED scored 78.0 — DXCM leads.
Compare another set
DXCM
DexCom, Inc.
81.6
$75.14 · $29.0B
fundamentals as of
Score gap
3.6
DXCM leads
GMED
Globus Medical, Inc.
78
$81.42 · $11.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
DXCM
stronger →← stronger
GMED
88
Qualityreturns · margins · balance sheet
69
96
Growthrevenue & earnings expansion
98
65
Valuevaluation vs sector peers
70
GMED is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DXCM
GMED
$1.4bC+
FCF
$610mC+
+16.1%B+
Rev
+23.5%A-
0.47B
D/E
0.02A-
32.2xB
P/E
19.0xA-
1.37B
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
DXCM
GMED
33% above
Price vs fair valuelower is cheaper
5% above
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
-38%
1-yr DCF upside
-11%
-25%
5-yr DCF upside
-4%
-2%
10-yr DCF upside
+6%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DXCM
Why this score
- Durable high returns
GMED
No notable signals flagged.
The companies
DXCMDexCom, Inc.
Why now
Medical Devices · market cap $29.0b. 16% off the 52-week high of $89.98. Revenue growing +16%, comfortably above the S&P median. 25 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $86.16 (implying +15% 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 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 154% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 1.45 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 32x 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.