KMTS vs LIVN vs MDT vs NVCR

For growth investors, KESTRA MEDICAL TECHNOLOGIES, LTD.

(KMTS) is the stronger pick with 115. 1% revenue growth year-over-year, versus 3. 6% for Medtronic plc (MDT). Medtronic plc (MDT) offers the better valuation at 21. 6x trailing P/E (13. 8x forward), making it the more compelling value choice. Analysts rate KESTRA MEDICAL TECHNOLOGIES, LTD. (KMTS) a "Buy" — based on 4 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 forward P/E, Medtronic plc is actually cheaper at 13.

8x.

Over the past 5 years, KESTRA MEDICAL TECHNOLOGIES, LTD.

(KMTS) delivered a total return of -1. 5%, compared to -91. 3% for NovoCure Limited (NVCR). Over 10 years, the gap is even starker: LIVN returned +48. 1% versus KMTS's -3. 6%. 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), Medtronic plc (MDT) is the lower-risk stock at 0.

42β versus NovoCure Limited's 2. 15β — meaning NVCR is approximately 406% more volatile than MDT relative to the S&P 500. On balance sheet safety, KESTRA MEDICAL TECHNOLOGIES, LTD. (KMTS) carries a lower debt/equity ratio of 22% versus 85% for NovoCure Limited — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), KESTRA MEDICAL TECHNOLOGIES, LTD.

(KMTS) is pulling ahead at 115. 1% versus 3. 6% for Medtronic plc (MDT). On earnings-per-share growth, the picture is similar: Medtronic plc grew EPS 30. 8% year-over-year, compared to -483. 6% for LivaNova PLC. Over a 3-year CAGR, LIVN leads at 10. 8% 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.

Medtronic plc (MDT) is the more profitable company, earning 13.

9% net margin versus -190. 3% for KESTRA MEDICAL TECHNOLOGIES, LTD. — meaning it keeps 13. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MDT leads at 17. 8% versus -177. 8% for KMTS. At the gross margin level — before operating expenses — NVCR leads at 74. 5%, 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.

On forward earnings alone, Medtronic plc (MDT) trades at 13.

8x forward P/E versus 16. 9x for LivaNova PLC — 3. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NVCR: 99. 0% to $33. 50.

In this comparison, MDT (3.

6% yield), KMTS (0. 2% yield) pay a dividend. LIVN, NVCR do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Medtronic plc (MDT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

42), 3. 6% yield). NovoCure Limited (NVCR) 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 (MDT: +24. 3%, NVCR: +38. 5%), 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: KMTS is a small-cap high-growth stock; LIVN is a small-cap quality compounder stock; MDT is a mid-cap income-oriented stock; NVCR is a small-cap quality compounder stock. MDT pays a dividend while KMTS, LIVN, NVCR do not, making them suitable for different income and tax situations. 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.