ALC vs NVST
Alcon Inc vs Envista Holdings — AI-powered side-by-side comparison
VS
NVST
Envista Holdings
66
Buy
| Metric | ALC | NVST |
|---|
| AI Score |
68
|
66
|
| Price |
$71.78
|
$28.14
|
| P/E Ratio |
43.26×
|
47.71×
|
| ROE |
4.4%
|
1.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
54.9%
|
55.5%
|
| Debt / Equity |
0.24×
|
0.52×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
66.2
|
58.7
|
| Beta |
0.703
|
0.861
|
| Expected Upside |
+14.1%
|
+1.7%
|
AI Committee View
Current Innellis committee reasoning for ALC versus NVST.
ALC leads by 2 points.
ALC scores 68/100 (Buy) versus NVST at 66/100 (Buy).
ALC Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- No news coverage in the last 14 days -- limited independent confirmation either way — News
NVST Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is p/e of 66.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.1x is a discount to asset value — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 66.8 is expensive by classic value standards — Value
- ROE of only 2.2% -- cheap may mean cheap for a reason — Value