Intuitive Surgical Inc (ISRG)vsMedline Inc. Class A Common Stock (MDLN)
ISRG
Intuitive Surgical Inc
$436.87
+0.89%
HEALTHCARE · Cap: $152.62B
MDLN
Medline Inc. Class A Common Stock
$34.09
+1.37%
HEALTHCARE · Cap: $43.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 159% more annual revenue ($29.94B vs $11.58B). ISRG leads profitability with a 25.5% profit margin vs 2.3%. ISRG trades at a lower P/E of 52.2x. ISRG earns a higher WallStSmart Score of 58/100 (C).
ISRG
Buy58
out of 100
Grade: C
MDLN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.3%
Fair Value
$1989.68
Current Price
$436.87
$1552.81 discount
Intrinsic value data unavailable for MDLN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.3%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 26 of every $100 in revenue as profit
Revenue surging 21.7% year-over-year
Generating 1.1B in free cash flow
Earnings expanding 262.0% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 9.5x book value
Premium valuation, high expectations priced in
Earnings declined 23.6%
Distress zone — elevated risk
ROE of 6.0% — below average capital efficiency
2.3% margin — thin
Operating margin of 0.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ISRG
The strongest argument for ISRG centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 25.5% and operating margin at 33.3%. Revenue growth of 21.7% demonstrates continued momentum.
Bull Case : MDLN
The strongest argument for MDLN centers on EPS Growth, Price/Book. Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : ISRG
The primary concerns for ISRG are PEG Ratio, Price/Book, P/E Ratio. A P/E of 52.2x leaves little room for execution misses.
Bear Case : MDLN
The primary concerns for MDLN are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 80.3x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
ISRG profiles as a growth stock while MDLN is a value play — different risk/reward profiles.
ISRG is growing revenue faster at 21.7% — sustainability is the question.
ISRG generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ISRG scores higher overall (58/100 vs 52/100), backed by strong 25.5% margins and 21.7% revenue growth. 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.
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.
Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
Want to dig deeper into these stocks?