Intuitive Surgical Inc (ISRG)vsMiniMed Group, Inc. Common Stock (MMED)
ISRG
Intuitive Surgical Inc
$436.87
+0.89%
HEALTHCARE · Cap: $152.62B
MMED
MiniMed Group, Inc. Common Stock
$18.90
+3.39%
HEALTHCARE · Cap: $5.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuitive Surgical Inc generates 259% more annual revenue ($11.58B vs $3.22B). ISRG leads profitability with a 25.5% profit margin vs -9.7%. ISRG earns a higher WallStSmart Score of 58/100 (C).
ISRG
Buy58
out of 100
Grade: C
MMED
Hold37
out of 100
Grade: F
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 MMED.
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
16.6% revenue growth
Areas to Watch
Expensive relative to growth rate
Trading at 9.5x book value
Premium valuation, high expectations priced in
Earnings declined 23.6%
0.0% earnings growth
ROE of 0.0% — below average capital efficiency
Operating margin of 0.5%
Negative free cash flow — burning cash
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 : MMED
The strongest argument for MMED centers on Price/Book, Debt/Equity, Revenue Growth. Revenue growth of 16.6% 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 : MMED
The primary concerns for MMED are EPS Growth, Return on Equity, Operating Margin.
Key Dynamics to Monitor
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 37/100), backed by strong 25.5% margins and 21.7% revenue growth. Both earn "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.
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.
MiniMed Group, Inc. Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Minimed Group, Inc. is a medical technology company that develops, manufactures, and markets medical equipment for the management of diabetes. The company is headquartered in Northridge, California.
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