Intuitive Surgical, Inc. vs KONINKLIJKE PHILIPS NV, two Medical Devices stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ISRG and PHG diverge most: on fcf yield, ISRG reads 2.5% and PHG reads -1.2%; on revenue growth, ISRG reads +20.8% and PHG reads +1.0%. The rest of the comparable metrics sit closer together. What ISRG's price implies is a demanding bet versus history and the cohort (whole-company basis). What PHG'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 | PHG |
|---|---|---|
| Price | $353.34 | $26.30 |
| Market cap | $126.2B | $24.9B |
| Sector | Medical Devices | Medical Devices |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +8.9% |
| P/E | 40.6 | 25.7 |
| P/B | 6.90 | 2.09 |
| P/S | 11.44 | 1.29 |
| EV/EBITDA | 35.8 | 7.9 |
| Revenue growth | +20.8% | +1.0% |
| Gross margin | 67.8% | 45.2% |
| Operating margin | 33.6% | 8.0% |
| Net margin | 28.4% | 5.0% |
| Return on equity | 17.1% | 8.2% |
| Return on assets | 15.0% | 3.3% |
| Return on invested capital | 14.7% | 9.9% |
| FCF yield | 2.5% | -1.2% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 4.96 | 1.32 |
| Altman Z (solvency) | 7.58 | 1.81 |
| Piotroski F (quality) | 7 / 9 | 5 / 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.