AtriCure Inc (ATRC)vsIntuitive Surgical Inc (ISRG)
ATRC
AtriCure Inc
$54.54
+2.98%
HEALTHCARE · Cap: $2.73B
ISRG
Intuitive Surgical Inc
$369.15
+2.41%
HEALTHCARE · Cap: $132.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuitive Surgical Inc generates 1837% more annual revenue ($11.03B vs $569.62M). ISRG leads profitability with a 28.4% profit margin vs 1.9%. ISRG appears more attractively valued with a PEG of 1.68. ISRG earns a higher WallStSmart Score of 66/100 (B-).
ATRC
Hold35
out of 100
Grade: F
ISRG
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.0%
Fair Value
$74.75
Current Price
$54.54
$20.21 discount
Margin of Safety
+80.6%
Fair Value
$1899.56
Current Price
$369.15
$1530.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Strong operational efficiency at 33.6%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
18.5% revenue growth
Earnings expanding 26.5% YoY
Areas to Watch
0.0% earnings growth
1.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ATRC
The strongest argument for ATRC centers on Debt/Equity. Revenue growth of 12.8% demonstrates continued momentum.
Bull Case : ISRG
The strongest argument for ISRG centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 28.4% and operating margin at 33.6%. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : ATRC
The primary concerns for ATRC are EPS Growth, Profit Margin, PEG Ratio. A P/E of 255.9x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : ISRG
The primary concerns for ISRG are PEG Ratio, P/E Ratio. A P/E of 41.3x leaves little room for execution misses.
Key Dynamics to Monitor
ATRC profiles as a value stock while ISRG is a growth play — different risk/reward profiles.
ISRG carries more volatility with a beta of 1.47 — expect wider price swings.
ISRG is growing revenue faster at 18.5% — sustainability is the question.
ISRG generates stronger free cash flow (948M), providing more financial flexibility.
Bottom Line
ISRG scores higher overall (66/100 vs 35/100), backed by strong 28.4% margins and 18.5% revenue growth. ATRC offers better value entry with a 56.0% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AtriCure Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
AtriCure, Inc. develops, manufactures, and sells devices for the surgical ablation of cardiac tissue and systems to medical centers in the United States, Europe, Asia, and internationally. The company is headquartered in Mason, Ohio.
Intuitive Surgical Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Intuitive Surgical, Inc. is an American corporation that develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System.
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