IDXX vs WAT

Idexx Laboratories and Waters Corporation, both Healthcare

Idexx Laboratories is the larger company at $44B against $35B. On trailing earnings IDXX is the cheaper of the two at a P/E of 38.9 against 103.3, a gap that is only a bargain if the two are growing at similar rates. Over the past year WAT returned +49% against -11% for IDXX. Ryufin's sector-relative Smart Score puts IDXX ahead, 9/10 against 3/10.

Idexx Laboratories and Waters Corporationcompared on valuation, return and Ryufin’s Smart Score
FigureIDXXWAT
Last close$553$414
Market cap$44B$35B
Trailing P/Elower is cheaper for the same earnings, not automatically better38.9103.3
1-year return-11%+49%
5-year return-18%+6.3%
Ryufin Smart Scoresector-relative, 1–109/103/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Idexx Laboratories

Revenue of $1.2B in Q2 2026, net income $338M. Its largest reported line is Vet Lab Consumables, 36% of the disclosed total.

Waters Corporation

Revenue of $1.6B in Q2 2026, net income null. Its largest reported line is Consumables, 43% of the disclosed total.

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