Why Are We Comparing ConMed And Insulet?
We compare stocks which share one or more similar characteristicsThis is because the decision to invest often come down to finding the best stocks within the ambit of certain characteristics that suit an investment styleWe compare ConMed vs. Insulet because they both have similar revenue. Company size can matter when choosing an investment as bigger size can imply greater market power; on the flip side, it can also mean lesser growth opportunities
 How Do We Arrive At A Decision?
We favor stocks that offer meaningfully greater expected return in the next 3 yearsThese returns are calculated based on our revenue forecast and Price to Sales Ratio (P/S) scenarios consideredSimilar Price To Sales Ratio (P/S) scenarios are considered for both stocks and each scenario is weighted equally for a given stock
 How Do We Forecast Revenue?
We have different methodologies for companies negatively impacted by Covid, and for companies not impacted or positively impacted by CovidDifferent methodologies are essential to capture recovery in case of negative impactFor companies negatively impacted by covid, we consider quarterly revenue recovery trajectory to forecast recovery to pre-covid revenue run rate, and beyond recovery point, we apply average annual growth observed in 3 years prior to covid to simulate return to normal conditionsFor companies registering positive revenue growth during covid, we consider average annual growth prior to covid with certain weightage to growth during covid and last 12 months
 Can I See More Such Comparisons For ConMed And Insulet Peers
Here are some comparisons that you may find useful for ConMed and InsuletConMed vs. Applied Materials: Industry Competitors, But Applied Materials Is A Better BetConMed vs Intuitive Surgical: Industry Peers; Which Stock Is A Better Bet?Insulet vs. Medtronic: Industry Peers, But Insulet Is A Better BetInsulet vs Intuitive Surgical: Which Stock Is A Better Investment? Find all such comparisons on ConMed Peer Comparisons and Insulet Peer Comparisons