MetaCap

Establishment Labs (ESTA) vs Polaris (PII)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.

Summary

Establishment Labs (ESTA) has outperformed Polaris (PII) over the past year, gaining 53.7% versus a loss of 17.6%. Over five years, ESTA leads with a -21.3% price change compared with -60.5% for PII. Polaris is the larger company by market cap ($2.94 billion vs $1.84 billion), about 1.6 times the size, while Establishment Labs is growing revenue faster (+27.1% vs -0.3%).

On valuation, Polaris trades at a lower forward P/E (15.2x vs 1027.8x for Establishment Labs). Polaris pays a dividend yielding 5.23%, while Establishment Labs does not currently pay one. Polaris converts more of its revenue into profit, with a net margin of -6.5% versus -24.2%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ESTA+53.71%PII-17.61%
+147%+57%-32%
Oct 9, 20251 yearOct 9, 2026
ESTA-16.23%PII-59.51%
+33%-23%-79%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ESTA versus PII key metrics
MetricESTAPII
Share price$61.67$51.60
Market cap$1.84B$2.94B
1-day change+1.75%-2.29%
YTD return-15.38%-18.42%
1-year return+53.71%-17.61%
5-year return-21.29%-60.46%
Forward P/E—15.18
EPS (TTM)$-1.30$-4.61
Dividend yield0.00%5.23%
Annual dividend$0.00$2.70
Revenue (latest FY)$211.08M$7.15B
Revenue growth (YoY)+27.14%-0.33%
Net income (latest FY)$-51.06M$-465.50M
Gross margin69.32%19.14%
Operating margin-18.48%-4.88%
Net margin-24.19%-6.51%
52-week high$97.59$77.98
52-week low$38.38$47.14
Distance from 52-week high-36.81%-33.83%
Analyst consensusstrong_buyhold
Avg. price target upside+66.11%+38.51%
Average volume427.13K819.50K
Shares outstanding29.80M56.90M
Employees1,00414,500
SectorHealthcareConsumer Cyclical
IndustryMedical DevicesRecreational Vehicles

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • ESTA has outperformed PII by 71.3 percentage points over the past year.
  • Polaris offers a meaningfully higher dividend yield (5.23% vs 0.00%).
  • Polaris is more profitable, keeping -6.5 cents of every revenue dollar as net income versus -24.2 cents for Establishment Labs.
  • Establishment Labs grew revenue faster in its latest fiscal year (+27.14% vs -0.33%).
  • The two companies sit in different sectors: Establishment Labs in Healthcare and Polaris in Consumer Cyclical.

About Establishment Labs

ESTA stock →

Establishment Labs Holdings Inc., a medical technology company, manufactures and markets medical devices for breast aesthetic and reconstructive plastic surgeries in Europe, the Middle East, Africa, Latin America, Asia, and the United States. The company offers silicone gel-filled breast implants under the Motiva Implants brand.

Healthcare · Medical Devices · 1,004 employees

About Polaris

PII stock →

Polaris Inc. designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally.

Consumer Cyclical · Recreational Vehicles · 14,500 employees

ESTA vs PII FAQ

Which is bigger, Establishment Labs or Polaris?

Polaris (PII) is larger, with a market capitalization of $2.94B compared with $1.84B for Establishment Labs (ESTA).

Which stock has performed better over the past year, ESTA or PII?

ESTA returned +53.71% over the past 12 months, compared with -17.61% for PII (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, Establishment Labs or Polaris?

Polaris pays a dividend yielding 5.23%, while Establishment Labs does not currently pay a regular dividend.

Are Establishment Labs and Polaris in the same industry?

No. Establishment Labs is in the Healthcare sector, while Polaris is in Consumer Cyclical.

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