BECTON, DICKINSON AND COMPANY vs Intuitive Surgical, Inc., two Medical Devices stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BDX and ISRG diverge most: on debt / equity, BDX reads 0.69 and ISRG reads 0.00; on return on assets, BDX reads 1.9% and ISRG reads 15.0%. The rest of the comparable metrics sit closer together. What BDX's price implies is a bet that sits within the historical range (whole-company basis). What ISRG's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BDX | ISRG |
|---|---|---|
| Price | $183.72 | $423.92 |
| Market cap | $50.6B | $151.5B |
| Sector | Medical Devices | Medical Devices |
| Stage | Mature | Growth |
| Implied growth (priced in) | +9.0% | — |
| P/E | 55.5 | 48.7 |
| P/B | 2.07 | 8.28 |
| P/S | 2.43 | 13.73 |
| EV/EBITDA | 16.1 | 42.6 |
| Revenue growth | +5.2% | +20.8% |
| Gross margin | — | 67.8% |
| Operating margin | 13.3% | 33.6% |
| Net margin | 4.5% | 28.4% |
| Return on equity | 3.9% | 17.1% |
| Return on assets | 1.9% | 15.0% |
| Return on invested capital | 4.0% | 14.7% |
| FCF yield | 7.6% | 2.1% |
| Dividend yield | 2.3% | — |
| Debt / equity | 0.69 | 0.00 |
| Current ratio | 0.87 | 4.96 |
| Altman Z (solvency) | 6.91 | 7.58 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.