Dexcom Inc vs Stryker Corp

Dexcom Inc (DXCM) is overvalued and Stryker Corp (SYK) is overvalued.

Both trade above our estimate of their intrinsic value. SYK is the closer of the two: -35%, against -61% for DXCM.

Values as of the 22 Sept 2026 close.

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

Stryker Corp (SYK)

Discounting its cash flows at 8.7% (average of 3 methods) values the shares at $204.41; the price of $275.09 is 35% above that value, and 77% of that value comes from beyond year five.

Leak Score 65/100 on 10 of 12 signals

MetricDXCMSYK
VerdictOvervaluedOvervalued
Price$89.53$275.09
Intrinsic value$55.75$204.41
Margin of safety-61%-35%
Leak Score68/100 (9/12)65/100 (10/12)
Market cap$33.8B$105.5B
Revenue growth, 5 years19.3%11.8%
Operating margin22.9%24.3%
Net margin20.1%14.4%
Return on equity38.5%16.5%
Debt to equity0.530.64
P/E35.3x28.5x
Forward P/E28.7x16.4x
P/B12.9x4.4x
Dividend yield1.3%

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