iRhythm Holdings, Inc. (IRTC) vs TransMedics Group, Inc. (TMDX)
iRhythm Holdings, Inc. and TransMedics Group, Inc. are both Medical Devices companies. iRhythm Holdings, Inc. is the larger, with a market value of $3.7B against $2.9B — 1.3× the size. iRhythm Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; TransMedics Group, Inc. trades at 19.3×. TransMedics Group, Inc. grew revenue faster over the last twelve months: 25.8% against 25.6%. TransMedics Group, Inc. has the higher net margin (22.7% vs −1.69%) and the higher return on invested capital (5.62% vs −6.32%). Across the 20 metrics below, TransMedics Group, Inc. leads on 16 and iRhythm Holdings, Inc. on 4.
Valuation
Profitability
| Metric | IRTC | TMDX | Medical Devices median |
|---|---|---|---|
| Gross margin | 71.45% | 58.69% | 56.01% |
| Operating margin | (3.01%) | 12.21% | (15.03%) |
| Net margin | (1.69%) | 22.69% | (20.40%) |
| Free cash flow margin | 4.72% | 11.82% | (7.24%) |
| Return on equity | (9.63%) | 36.28% | (15.32%) |
| Return on assets | (1.36%) | 12.88% | (19.72%) |
| Return on invested capital | (6.32%) | 5.62% | (10.33%) |
Growth
Health
Dividend
Size
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