BFLY vs IRTC
Butterfly Network, Inc. vs iRhythm Technologies, Inc. — AI-powered side-by-side comparison
BFLY
Butterfly Network, Inc.
67
Buy
VS
IRTC
iRhythm Technologies, Inc.
58
Watch
| Metric | BFLY | IRTC |
|---|
| AI Score |
67
|
58
|
| Price |
$9.36
|
$121.80
|
| P/E Ratio |
-32.38×
|
-283.42×
|
| ROE |
-39.3%
|
-29.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
51.1%
|
71.5%
|
| Debt / Equity |
0.10×
|
3.91×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
66.4
|
50.5
|
| Beta |
2.084
|
1.321
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for BFLY versus IRTC.
BFLY leads by 9 points.
BFLY scores 67/100 (Buy) versus IRTC at 58/100 (Watch).
BFLY Committee View
67% agreement
6 analysts
The primary driver is revenue growing 28.1% yoy -- genuine top-line momentum. The main limiting factor is roe of only -38.4% -- cheap may mean cheap for a reason. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 28.1% YoY -- genuine top-line momentum — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- ROE of only -38.4% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 52.6% signals elevated volatility — Risk
IRTC Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 27.4% yoy -- genuine top-line momentum. Value Analyst remains cautious — price-to-book of 37.4x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 27.4% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 37.4x prices in significant intangible value — Value
- ROE of only -20.6% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 4.25 adds balance-sheet risk to the value case — Value