NVST vs VRTX
Envista Holdings vs Vertex Pharmaceuticals — AI-powered side-by-side comparison
NVST
Envista Holdings
66
Buy
VS
VRTX
Vertex Pharmaceuticals
67
Buy
| Metric | NVST | VRTX |
|---|
| AI Score |
66
|
67
|
| Price |
$28.14
|
$496.21
|
| P/E Ratio |
47.71×
|
28.64×
|
| ROE |
1.5%
|
21.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
55.5%
|
86.0%
|
| Debt / Equity |
0.52×
|
0.00×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
58.7
|
66.6
|
| Beta |
0.861
|
0.292
|
| Expected Upside |
+1.7%
|
+2.3%
|
AI Committee View
Current Innellis committee reasoning for NVST versus VRTX.
VRTX leads by 1 points.
VRTX scores 67/100 (Buy) versus NVST at 66/100 (Buy).
NVST Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is p/e of 66.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.1x 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
- P/E of 66.8 is expensive by classic value standards — Value
- ROE of only 2.2% -- cheap may mean cheap for a reason — Value
VRTX Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.01) -- balance sheet can absorb a shock. The main limiting factor is p/e of 28.3 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 23.3% shows genuine earnings power backing the valuation — Value
- 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 28.3 is moderate-to-rich — Value
- Price-to-book of 6.2x prices in significant intangible value — Value
- Price trading above the upper Bollinger Band -- stretched — Technical