ICU Medical vs Dentsply Sirona
Dentsply Sirona is the larger business, with $3.68bn of revenue in fiscal 2025 against $2.23bn for ICU Medical (1.6 times as much). Dentsply Sirona grew faster (-3.0% against -6.3%). ICU Medical kept more of each dollar of sales as profit: a net margin of 0.0% against -16.3%.
| Latest fiscal year | ICU MedicalICUI, 2025 | Dentsply SironaXRAY, 2025 |
|---|---|---|
| Revenue | $2.23bn | $3.68bn |
| Revenue growth | -6.3% | -3.0% |
| Net income | $732,000 | −$598m |
| Operating margin | — | -11.5% |
| Net margin | 0.0% | -16.3% |
| Return on equity | 0.0% | -36.5% |
| Free cash flow | $91.8m | $104m |
| Cash | $308m | $326m |
| Total debt | $1.29bn | $2.33bn |
| Debt to equity | — | 173.9% |
| Dividend per share | — | $0.64 |
| Dividend yield | — | 4.9% |
| Share buybacks | $8.8m | $0 |
| Employees | 13,000 | 14,000 |
| Market value | $4.03bn | $1.93bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 35 (Weak) | 62 (Moderate) |
| Insider trades, 12 months | 0 buys, 19 sales | 12 buys, 1 sales |