IRTC vs WST
iRhythm Technologies, Inc. vs West Pharmaceutical Services — AI-powered side-by-side comparison
IRTC
iRhythm Technologies, Inc.
58
Watch
VS
WST
West Pharmaceutical Services
74
Buy
| Metric | IRTC | WST |
|---|
| AI Score |
58
|
74
|
| Price |
$121.80
|
$351.74
|
| P/E Ratio |
-283.42×
|
44.65×
|
| ROE |
-29.2%
|
15.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
71.5%
|
36.8%
|
| Debt / Equity |
3.91×
|
0.10×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
50.5
|
58.0
|
| Beta |
1.321
|
1.138
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for IRTC versus WST.
WST leads by 16 points.
WST scores 74/100 (Buy) versus IRTC at 58/100 (Watch).
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
WST Committee View
100% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical