LIVN vs RGEN
LivaNova vs Repligen — AI-powered side-by-side comparison
| Metric | LIVN | RGEN |
|---|
| AI Score |
65
|
60
|
| Price |
$79.60
|
$180.02
|
| P/E Ratio |
23.02×
|
245.53×
|
| ROE |
-20.2%
|
2.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
68.2%
|
51.1%
|
| Debt / Equity |
0.27×
|
0.33×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
48.7
|
83.2
|
| Beta |
0.872
|
1.012
|
| Expected Upside |
+2.9%
|
+0.0%
|
AI Committee View
Current Innellis committee reasoning for LIVN versus RGEN.
LIVN leads by 5 points.
LIVN scores 65/100 (Buy) versus RGEN at 60/100 (Buy).
LIVN Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 15.4% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
RGEN Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 4 consecutive earnings beats -- consistent execution. Value Analyst remains cautious — p/e of 227.0 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 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
Bear Case
- P/E of 227.0 is expensive by classic value standards — Value
- Price-to-book of 4.4x prices in significant intangible value — Value
- ROE of only 2.0% -- cheap may mean cheap for a reason — Value