Boston Scientific Corp vs Dexcom Inc

Boston Scientific Corp (BSX) is undervalued and Dexcom Inc (DXCM) is overvalued.

Against our estimates of intrinsic value, BSX trades at the wider discount: a margin of safety of +30%, against -61% for DXCM.

Values as of the 22 Sept 2026 close.

Boston Scientific Corp (BSX)

Discounting its cash flows at 8.0% (average of 3 methods) values the shares at $64.12; the price of $44.92 is 30% below that value, and 80% of that value comes from beyond year five.

Leak Score 73/100 on 10 of 12 signals

Dexcom Inc (DXCM)

Discounting its cash flows at 11.4% (average of 3 methods) values the shares at $55.75; the price of $89.53 is 61% above that value, and 70% of that value comes from beyond year five.

Leak Score 68/100 on 9 of 12 signals

MetricBSXDXCM
VerdictUndervaluedOvervalued
Price$44.92$89.53
Intrinsic value$64.12$55.75
Margin of safety+30%-61%
Leak Score73/100 (10/12)68/100 (9/12)
Market cap$65.1B$33.8B
Revenue growth, 5 years15.2%19.3%
Operating margin21.8%22.9%
Net margin17.5%20.1%
Return on equity15.5%38.5%
Debt to equity0.510.53
P/E18.2x35.3x
Forward P/E13.2x28.7x
P/B2.6x12.9x

All stocks in Medical Devices