BECTON DICKINSON & CO 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 fcf yield, BDX reads -0.3% and ISRG reads 2.5%; on debt / equity, BDX reads 0.72 and ISRG reads 0.00. 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 demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BDX | ISRG |
|---|---|---|
| Price | $165.67 | $353.34 |
| Market cap | $46.5B | $126.2B |
| Sector | Medical Devices | Medical Devices |
| Stage | Mature | Growth |
| Implied growth (priced in) | +7.7% | — |
| P/E | 42.0 | 40.6 |
| P/B | 1.93 | 6.90 |
| P/S | 2.18 | 11.44 |
| EV/EBITDA | 18.5 | 35.8 |
| Revenue growth | +6.4% | +20.8% |
| Gross margin | — | 67.8% |
| Operating margin | 2.0% | 33.6% |
| Net margin | 5.3% | 28.4% |
| Return on equity | 4.7% | 17.1% |
| Return on assets | 2.2% | 15.0% |
| Return on invested capital | 4.2% | 14.7% |
| FCF yield | -0.3% | 2.5% |
| Dividend yield | 2.5% | — |
| Debt / equity | 0.72 | 0.00 |
| Current ratio | 0.94 | 4.96 |
| Altman Z (solvency) | 6.89 | 7.58 |
| Piotroski F (quality) | 5 / 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.