CeriBell, Inc. (CBLL) vs Tandem Diabetes Care, Inc. (TNDM)

CeriBell, Inc. and Tandem Diabetes Care, Inc. are both Medical Devices companies. Tandem Diabetes Care, Inc. is the larger, with a market value of $1.1B against $914.2M — 1.2× the size. CeriBell, Inc. grew revenue faster over the last twelve months: 31.7% against 3.96%. Tandem Diabetes Care, Inc. has the higher net margin (−6.08% vs −64.7%) and the higher return on invested capital (−10.3% vs −229.8%). Across the 17 metrics below, Tandem Diabetes Care, Inc. leads on 9 and CeriBell, Inc. on 8.

Valuation

Metric CBLL TNDM Medical Devices median
P/E n/m n/m 22.18
P/S 8.84 1.04 2.70
P/B 7.02 8.32 2.46
Price to free cash flow n/m n/m 22.53
EV/EBITDA n/m n/m 11.78
EV/Sales 7.76 1.18 2.38
Earnings yield (7.43%) (5.92%) (8.22%)
Free cash flow yield (6.23%) (8.83%) (7.80%)

Profitability

Metric CBLL TNDM Medical Devices median
Gross margin 88.90% 56.01% 56.01%
Operating margin (68.62%) (4.40%) (15.03%)
Net margin (64.73%) (6.08%) (20.40%)
Free cash flow margin (55.02%) (2.56%) (7.24%)
Return on equity (43.93%) (48.03%) (15.32%)
Return on assets (35.29%) (6.24%) (19.72%)
Return on invested capital (229.76%) (10.33%) (10.33%)

Growth

Metric CBLL TNDM Medical Devices median
Revenue growth (TTM) 31.70% 3.96% 8.80%
EPS growth (last fiscal year) 56.93% (106.80%) —
Revenue growth, 5-year CAGR — 15.26% 15.23%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric CBLL TNDM Medical Devices median
Debt to equity 0.16 4.62 0.07
Current ratio 9.18 3.18 2.50
Net debt to EBITDA 2.38 (0.10) 0.49

Dividend

Metric CBLL TNDM Medical Devices median
Dividend yield — — 0.94%
Payout ratio — 0.00 0.00

Size

Metric CBLL TNDM Medical Devices median
Market cap 914.17m 1.06b 172.91m

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