Intuitive Surgical, Inc. vs Medtronic plc, two Medical Devices stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ISRG and MDT diverge most: on debt / equity, ISRG reads 0.00 and MDT reads 0.55; on p/s, ISRG reads 13.73 and MDT reads 3.03. The rest of the comparable metrics sit closer together. What ISRG's price implies is a somewhat stretched bet versus history (whole-company basis). What MDT's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ISRG | MDT |
|---|---|---|
| Price | $423.92 | $88.48 |
| Market cap | $151.5B | $113.7B |
| Sector | Medical Devices | Medical Devices |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +3.2% |
| P/E | 48.7 | 21.8 |
| P/B | 8.28 | 2.24 |
| P/S | 13.73 | 3.03 |
| EV/EBITDA | 42.6 | 14.4 |
| Revenue growth | +20.8% | +9.8% |
| Gross margin | 67.8% | — |
| Operating margin | 33.6% | 18.1% |
| Net margin | 28.4% | 13.9% |
| Return on equity | 17.1% | 10.3% |
| Return on assets | 15.0% | 5.6% |
| Return on invested capital | 14.7% | 7.2% |
| FCF yield | 2.1% | 5.4% |
| Dividend yield | — | 3.2% |
| Debt / equity | 0.00 | 0.55 |
| Current ratio | 4.96 | 2.07 |
| Altman Z (solvency) | 7.58 | 2.73 |
| Piotroski F (quality) | 7 / 9 | 6 / 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.