Becton Dickinson and Company (BDX)vsIntuitive Surgical Inc (ISRG)
BDX
Becton Dickinson and Company
$144.17
-1.47%
HEALTHCARE · Cap: $42.47B
ISRG
Intuitive Surgical Inc
$452.35
-0.21%
HEALTHCARE · Cap: $162.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 107% more annual revenue ($21.92B vs $10.58B). ISRG leads profitability with a 28.1% profit margin vs 8.0%. BDX appears more attractively valued with a PEG of 1.16. ISRG earns a higher WallStSmart Score of 64/100 (C+).
BDX
Buy63
out of 100
Grade: C+
ISRG
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.5%
Fair Value
$242.57
Current Price
$144.16
$98.41 discount
Margin of Safety
+76.7%
Fair Value
$1938.99
Current Price
$452.35
$1486.64 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 28.6% YoY
Strong operational efficiency at 30.9%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Revenue surging 23.0% year-over-year
Areas to Watch
1.6% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 9.2x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Price/Book, EPS Growth. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : ISRG
The strongest argument for ISRG centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 28.1% and operating margin at 30.9%. Revenue growth of 23.0% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are Revenue Growth, Return on Equity, Altman Z-Score.
Bear Case : ISRG
The primary concerns for ISRG are PEG Ratio, Price/Book, P/E Ratio. A P/E of 55.6x leaves little room for execution misses.
Key Dynamics to Monitor
BDX profiles as a value stock while ISRG is a growth play — different risk/reward profiles.
ISRG carries more volatility with a beta of 1.68 — expect wider price swings.
ISRG is growing revenue faster at 23.0% — sustainability is the question.
ISRG generates stronger free cash flow (809M), providing more financial flexibility.
Bottom Line
ISRG scores higher overall (64/100 vs 63/100), backed by strong 28.1% margins and 23.0% revenue growth. BDX offers better value entry with a 25.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Becton Dickinson and Company
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Becton, Dickinson and Company, also known as BD, is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain geographies.
Visit Website →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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