DXCM vs ZBH
Dexcom vs Zimmer Biomet — AI-powered side-by-side comparison
| Metric | DXCM | ZBH |
|---|
| AI Score |
65
|
66
|
| Price |
$89.16
|
$100.18
|
| P/E Ratio |
35.16×
|
24.45×
|
| ROE |
30.5%
|
5.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
62.5%
|
69.9%
|
| Debt / Equity |
0.53×
|
0.59×
|
| Dividend Yield |
0.0%
|
1.0%
|
| RSI (14) |
65.4
|
62.6
|
| Beta |
1.41
|
0.462
|
| Expected Upside |
+2.3%
|
+0.5%
|
AI Committee View
Current Innellis committee reasoning for DXCM versus ZBH.
ZBH leads by 1 points.
ZBH scores 66/100 (Buy) versus DXCM at 65/100 (Buy).
DXCM Committee View
67% agreement
6 analysts
The primary driver is eps growing 79.4% yoy. The main limiting factor is p/e of 34.5 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 36.2% shows genuine earnings power backing the valuation — Value
- EPS growing 79.4% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 34.5 is moderate-to-rich — Value
- Price-to-book of 9.4x prices in significant intangible value — Value
- Weekly RSI at 75 -- overbought on the larger timeframe too — Technical
ZBH Committee View
80% agreement
5 analysts
The primary driver is price-to-book of 1.4x is a discount to asset value. The main limiting factor is daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.4x 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
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical