Intuitive Surgical Inc (ISRG)vsServiceNow Inc (NOW)
ISRG
Intuitive Surgical Inc
$450.06
-0.76%
HEALTHCARE · Cap: $160.61B
NOW
ServiceNow Inc
$91.18
-2.58%
TECHNOLOGY · Cap: $96.52B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 32% more annual revenue ($13.96B vs $10.58B). ISRG leads profitability with a 28.1% profit margin vs 12.6%. NOW appears more attractively valued with a PEG of 0.89. ISRG earns a higher WallStSmart Score of 64/100 (C+).
ISRG
Buy64
out of 100
Grade: C+
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.6%
Fair Value
$1938.99
Current Price
$450.06
$1488.93 discount
Margin of Safety
+85.2%
Fair Value
$630.85
Current Price
$91.18
$539.67 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 9.1x book value
Premium valuation, high expectations priced in
Trading at 8.0x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
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 28.1% and operating margin at 30.9%. Revenue growth of 23.0% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : ISRG
The primary concerns for ISRG are PEG Ratio, Price/Book, P/E Ratio. A P/E of 55.2x leaves little room for execution misses.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 55.7x leaves little room for execution misses.
Key Dynamics to Monitor
ISRG carries more volatility with a beta of 1.51 — expect wider price swings.
ISRG is growing revenue faster at 23.0% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ISRG scores higher overall (64/100 vs 59/100), backed by strong 28.1% margins and 23.0% revenue growth. NOW offers better value entry with a 85.2% 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.
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.
ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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