DEXCOM, INC. vs Intuitive Surgical, Inc., two Medical Devices stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DXCM and ISRG diverge most: on debt / equity, DXCM reads 0.47 and ISRG reads 0.00; on current ratio, DXCM reads 1.73 and ISRG reads 4.96. The rest of the comparable metrics sit closer together. What DXCM's price implies is a somewhat stretched bet versus history (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 | DXCM | ISRG |
|---|---|---|
| Price | $83.46 | $353.34 |
| Market cap | $31.5B | $126.2B |
| Sector | Medical Devices | Medical Devices |
| Stage | Growth | Growth |
| Implied growth (priced in) | +30.6% | — |
| P/E | 33.1 | 40.6 |
| P/B | 12.01 | 6.90 |
| P/S | 6.34 | 11.44 |
| EV/EBITDA | 22.5 | 35.8 |
| Revenue growth | +15.7% | +20.8% |
| Gross margin | 63.4% | 67.8% |
| Operating margin | 24.3% | 33.6% |
| Net margin | 20.1% | 28.4% |
| Return on equity | 38.1% | 17.1% |
| Return on assets | 15.5% | 15.0% |
| Return on invested capital | 23.1% | 14.7% |
| FCF yield | 4.5% | 2.5% |
| Debt / equity | 0.47 | 0.00 |
| Current ratio | 1.73 | 4.96 |
| Altman Z (solvency) | 6.81 | 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.