BFLY vs LMAT
Butterfly Network, Inc. vs LeMaitre Vascular, Inc. — AI-powered side-by-side comparison
BFLY
Butterfly Network, Inc.
67
Buy
VS
LMAT
LeMaitre Vascular, Inc.
57
Watch
| Metric | BFLY | LMAT |
| AI Score |
67
|
57
|
| Price |
$9.36
|
$82.83
|
| P/E Ratio |
-32.38×
|
28.57×
|
| ROE |
-39.3%
|
14.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
51.1%
|
72.9%
|
| Debt / Equity |
0.10×
|
0.45×
|
| Dividend Yield |
0.0%
|
1.1%
|
| RSI (14) |
66.4
|
31.2
|
| Beta |
2.084
|
0.524
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for BFLY versus LMAT.
BFLY leads by 10 points.
BFLY scores 67/100 (Buy) versus LMAT at 57/100 (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
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