LMAT vs NVST
LeMaitre Vascular, Inc. vs Envista Holdings — AI-powered side-by-side comparison
LMAT
LeMaitre Vascular, Inc.
57
Watch
VS
NVST
Envista Holdings
76
Strong Buy
| Metric | LMAT | NVST |
|---|
| AI Score |
57
|
76
|
| Price |
$82.83
|
$28.51
|
| P/E Ratio |
28.57×
|
48.34×
|
| ROE |
14.7%
|
1.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
72.9%
|
55.5%
|
| Debt / Equity |
0.45×
|
0.52×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
31.2
|
59.3
|
| Beta |
0.524
|
0.861
|
| Expected Upside |
—
|
+1.4%
|
AI Committee View
Current Innellis committee reasoning for LMAT versus NVST.
NVST leads by 19 points.
NVST scores 76/100 (Strong Buy) versus LMAT at 57/100 (Watch).
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
NVST Committee View
100% agreement
4 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
Bear Case
- Weekly trend is bearish while daily is bullish — against the higher-timeframe trend.
- Risk/reward is unfavorable: 14.2% downside vs 1.4% upside.