ALUR vs GUTS vs NVCR vs INVA vs ELMD

For growth investors, Innoviva, Inc.

(INVA) is the stronger pick with 18. 5% revenue growth year-over-year, versus -100. 0% for Fractyl Health, Inc. Common Stock (GUTS). Innoviva, Inc. (INVA) offers the better valuation at 6. 9x trailing P/E (11. 9x forward), making it the more compelling value choice. Analysts rate Fractyl Health, Inc. Common Stock (GUTS) a "Buy" — based on 3 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Innoviva, Inc.

(INVA) is the cheapest at 6. 9x versus Electromed, Inc. at 31. 2x. On forward P/E, Innoviva, Inc. is actually cheaper at 11. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Innoviva, Inc. wins at 1. 15x versus Electromed, Inc. 's 1. 90x — a reasonable growth-adjusted valuation.

Over the past 5 years, Electromed, Inc.

(ELMD) delivered a total return of +178. 1%, compared to -99. 7% for Allurion Technologies Inc. (ALUR). Over 10 years, the gap is even starker: ELMD returned +482. 6% versus ALUR's -99. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Innoviva, Inc.

(INVA) is the lower-risk stock at 0. 13β versus NovoCure Limited's 2. 20β — meaning NVCR is approximately 1648% more volatile than INVA relative to the S&P 500. On balance sheet safety, Electromed, Inc. (ELMD) carries a lower debt/equity ratio of 0% versus 7% for Fractyl Health, Inc. Common Stock — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Innoviva, Inc.

(INVA) is pulling ahead at 18. 5% versus -100. 0% for Fractyl Health, Inc. Common Stock (GUTS). On earnings-per-share growth, the picture is similar: Innoviva, Inc. grew EPS 816. 7% year-over-year, compared to -14. 8% for Fractyl Health, Inc. Common Stock. Over a 3-year CAGR, ELMD leads at 15. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Innoviva, Inc.

(INVA) is the more profitable company, earning 63. 8% net margin versus -81. 4% for Allurion Technologies Inc. — meaning it keeps 63. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: INVA leads at 38. 5% versus -156. 3% for ALUR. At the gross margin level — before operating expenses — ELMD leads at 78. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Innoviva, Inc. (INVA) is the more undervalued stock at a PEG of 1. 15x versus Electromed, Inc. 's 1. 90x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Innoviva, Inc. (INVA) trades at 11. 9x forward P/E versus 24. 4x for Electromed, Inc. — 12. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GUTS: 568. 4% to $5. 00.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Innoviva, Inc.

(INVA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13)). Fractyl Health, Inc. Common Stock (GUTS) carries a higher beta of 2. 15 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (INVA: +94. 9%, GUTS: -94. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: ALUR is a small-cap quality compounder stock; GUTS is a small-cap quality compounder stock; NVCR is a small-cap quality compounder stock; INVA is a small-cap high-growth stock; ELMD is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.