DXCM’s One-Day Drop Offers a Chance to Reevaluate UFPT
UFP Technologies (UFPT) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs DexCom (DXCM), suggesting you may be better off investing in UFPT
- UFPT’s quarterly revenue growth was 37.2%, vs. DXCM’s 15.2%.
- In addition, its Last 12 Months revenue growth came in at 41.0%, ahead of DXCM’s 9.3%.
- UFPT’s LTM margin is higher: 16.6% vs. DXCM’s 16.0%.
DXCM designs and commercializes continuous glucose monitoring systems, including the next-generation Dexcom G7, for use in the United States and internationally. UFPT designs and manufactures custom components and products for medical devices, wound care, wearables, and multiple industries including automotive, aerospace, defense, electronics, and industrial markets.
Valuation & Performance Overview
| DXCM | UFPT | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 38.5 | 15.2 | UFPT |
| Revenue Growth | |||
| Last Quarter | 15.2% | 37.2% | UFPT |
| Last 12 Months | 9.3% | 41.0% | UFPT |
| Last 3 Year Average | 17.3% | 30.2% | UFPT |
| Operating Margins | |||
| Last 12 Months | 16.0% | 16.6% | UFPT |
| Last 3 Year Average | 15.8% | 15.6% | DXCM |
| Momentum | |||
| Last 3 Year Return | -20.1% | 115.0% | UFPT |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: DXCM Revenue Comparison | UFPT Revenue Comparison
See more margin details: DXCM Operating Income Comparison | UFPT Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell UFPT Stock to see if UFP Technologies’s edge holds up under the hood or if DexCom still has cards to play (see Buy or Sell DXCM Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| DXCM Return | 69% | 45% | -16% | 10% | -37% | -13% | 23% | ||
| UFPT Return | -6% | 51% | 68% | 46% | 42% | -21% | 289% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 13% | 106% | ||
| Monthly Win Rates [3] | |||||||||
| DXCM Win Rate | 67% | 67% | 42% | 50% | 33% | 62% | 53% | ||
| UFPT Win Rate | 50% | 83% | 67% | 67% | 58% | 50% | 62% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 62% | 63% | <=== | |
| Max Drawdowns [4] | |||||||||
| DXCM Max Drawdown | -13% | -12% | -49% | -33% | -48% | -23% | -30% | ||
| UFPT Max Drawdown | -37% | -3% | -18% | -10% | -10% | -24% | -17% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/19/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read UFPT Dip Buyer Analyses and DXCM Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.