ALC vs LMAT
Alcon Inc vs LeMaitre Vascular, Inc. — AI-powered side-by-side comparison
VS
LMAT
LeMaitre Vascular, Inc.
57
Watch
| Metric | ALC | LMAT |
|---|
| AI Score |
68
|
57
|
| Price |
$75.39
|
$82.83
|
| P/E Ratio |
45.39×
|
28.57×
|
| ROE |
4.4%
|
14.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
54.9%
|
72.9%
|
| Debt / Equity |
0.24×
|
0.45×
|
| Dividend Yield |
0.5%
|
1.1%
|
| RSI (14) |
73.4
|
31.2
|
| Beta |
0.703
|
0.524
|
| Expected Upside |
+11.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for ALC versus LMAT.
ALC leads by 11 points.
ALC scores 68/100 (Buy) versus LMAT at 57/100 (Watch).
ALC Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is rsi at 73 is in overbought territory. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- RSI at 73 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical
LMAT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 38.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 16.4% shows genuine earnings power backing the valuation — Value
- EPS growing 34.4% YoY — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 28.6 is moderate-to-rich — Value
- Price-to-book of 4.7x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical