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ATRC vs MESO

ATRC
AtriCure, Inc.
NEUTRAL
Price
$39.07
Market Cap
$1.94B
Sector
Healthcare
AI Confidence
65%
MESO
Mesoblast Limited
BEARISH
Price
$14.70
Market Cap
$1.92B
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
ATRC
--
MESO
--
Forward P/E
ATRC
-298.24
MESO
-210.0
P/B Ratio
ATRC
4.08
MESO
32.96
P/S Ratio
ATRC
3.75
MESO
29.42
EV/EBITDA
ATRC
-301.29
MESO
-294.48

Profitability

Gross Margin
ATRC
74.87%
MESO
-35.53%
Operating Margin
ATRC
0.15%
MESO
-55.16%
Profit Margin
ATRC
-5.55%
MESO
-144.33%
ROE
ATRC
-6.11%
MESO
-18.22%
ROA
ATRC
-2.65%
MESO
-6.16%

Growth

Revenue Growth
ATRC
15.8%
MESO
1526.8%
Earnings Growth
ATRC
--
MESO
--

Financial Health

Debt/Equity
ATRC
0.16
MESO
0.24
Current Ratio
ATRC
3.87
MESO
1.58
Quick Ratio
ATRC
2.71
MESO
1.35

Dividends

Dividend Yield
ATRC
--
MESO
--
Payout Ratio
ATRC
0.0%
MESO
0.0%

AI Verdict

ATRC NEUTRAL

ATRC has a Piotroski F-Score of 5/9, indicating stable financial health, but lacks an Altman Z-Score for distress risk assessment. The company shows strong revenue growth (15.8% YoY) and impressive earnings surprise trends, yet remains unprofitable with negative margins and ROE. High valuation multiples and insider selling offset bullish analyst sentiment and improving operational trends. The stock trades at a premium to the target, suggesting limited near-term upside despite growth potential.

Strengths
Strong revenue growth of 15.8% YoY, outpacing many peers in the medical instruments sector
Exceptional quarterly earnings surprise history, averaging +72.1% over the last four quarters
High gross margin of 74.87%, reflecting pricing power and low production costs
Risks
Negative profitability metrics: profit margin (-5.55%), operating margin (0.15%), and ROE (-6.11%) indicate ongoing losses
Forward P/E of -298.24 reflects expectations of continued earnings losses, raising sustainability concerns
Insider selling activity: $1.33M in sales over the past 6 months with no buys, signaling lack of confidence from insiders
MESO BEARISH

MESO presents a high-risk profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a complete absence of deterministic value markers like the Graham Number. While revenue growth is explosive (1526.8%), the company suffers from a catastrophic negative gross margin of -35.53%, meaning it loses money on its core product delivery. The valuation is extreme, with a Price-to-Book ratio of 32.96 and a Price-to-Sales ratio of 29.42, indicating the stock is priced for perfection despite consistent quarterly losses over several years.

Strengths
Explosive year-over-year revenue growth of 1526.80%
Low Debt-to-Equity ratio (0.24) indicating minimal leverage
Healthy short-term liquidity with a Current Ratio of 1.58
Risks
Negative Gross Margin (-35.53%) indicates a fundamentally flawed cost structure
Extreme valuation multiples (P/B 32.96, P/S 29.42) far exceeding industry norms
Chronic lack of profitability with negative earnings across 25 consecutive quarters

Compare Another Pair

ATRC vs MESO: Head-to-Head Comparison

This page compares AtriCure, Inc. (ATRC) and Mesoblast Limited (MESO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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