Medical - Instruments & Supplies
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2 / 10Stock Comparison
ISRG vs BSX
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Devices
ISRG vs BSX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Medical - Instruments & Supplies | Medical - Devices |
| Market Cap | $161.07B | $84.08B |
| Revenue (TTM) | $10.58B | $20.07B |
| Net Income (TTM) | $2.98B | $2.89B |
| Gross Margin | 66.3% | 69.0% |
| Operating Margin | 30.5% | 19.8% |
| Forward P/E | 43.8x | 16.7x |
| Total Debt | $303M | $12.42B |
| Cash & Equiv. | $3.37B | $2.04B |
ISRG vs BSX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Intuitive Surgical,… (ISRG) | 100 | 234.6 | +134.6% |
| Boston Scientific C… (BSX) | 100 | 148.9 | +48.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ISRG vs BSX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ISRG carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 20.5%, EPS growth 22.6%, 3Y rev CAGR 17.4%
- 5.5% 10Y total return vs BSX's 155.5%
- Lower volatility, beta 1.02, Low D/E 1.7%, current ratio 4.87x
BSX is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 0 yrs, beta 0.34
- Beta 0.34, current ratio 1.62x
- Lower P/E (16.7x vs 43.8x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 20.5% revenue growth vs BSX's 19.9% | |
| Value | Lower P/E (16.7x vs 43.8x) | |
| Quality / Margins | 28.2% margin vs BSX's 14.4% | |
| Stability / Safety | Beta 0.34 vs ISRG's 1.02 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | -15.4% vs BSX's -46.0% | |
| Efficiency (ROA) | 14.8% ROA vs BSX's 6.9%, ROIC 15.0% vs 8.8% |
ISRG vs BSX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ISRG vs BSX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
ISRG leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BSX is the larger business by revenue, generating $20.1B annually — 1.9x ISRG's $10.6B. ISRG is the more profitable business, keeping 28.2% of every revenue dollar as net income compared to BSX's 14.4%. On growth, ISRG holds the edge at +23.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $10.6B | $20.1B |
| EBITDAEarnings before interest/tax | $3.8B | $4.7B |
| Net IncomeAfter-tax profit | $3.0B | $2.9B |
| Free Cash FlowCash after capex | $2.8B | $3.6B |
| Gross MarginGross profit ÷ Revenue | +66.3% | +69.0% |
| Operating MarginEBIT ÷ Revenue | +30.5% | +19.8% |
| Net MarginNet income ÷ Revenue | +28.2% | +14.4% |
| FCF MarginFCF ÷ Revenue | +26.8% | +18.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.0% | +15.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +18.8% | +18.5% |
Valuation Metrics
BSX leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 29.2x trailing earnings, BSX trades at a 49% valuation discount to ISRG's 57.6x P/E. On an enterprise value basis, BSX's 25.3x EV/EBITDA is more attractive than ISRG's 43.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $161.1B | $84.1B |
| Enterprise ValueMkt cap + debt − cash | $158.0B | $94.5B |
| Trailing P/EPrice ÷ TTM EPS | 57.62x | 29.16x |
| Forward P/EPrice ÷ next-FY EPS est. | 43.84x | 16.75x |
| PEG RatioP/E ÷ EPS growth rate | 2.65x | — |
| EV / EBITDAEnterprise value multiple | 43.62x | 25.30x |
| Price / SalesMarket cap ÷ Revenue | 16.00x | 4.19x |
| Price / BookPrice ÷ Book value/share | 9.17x | 3.46x |
| Price / FCFMarket cap ÷ FCF | 64.67x | 22.99x |
Profitability & Efficiency
ISRG leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
ISRG delivers a 16.9% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $12 for BSX. ISRG carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to BSX's 0.51x. On the Piotroski fundamental quality scale (0–9), BSX scores 7/9 vs ISRG's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.9% | +12.4% |
| ROA (TTM)Return on assets | +14.8% | +6.9% |
| ROICReturn on invested capital | +15.0% | +8.8% |
| ROCEReturn on capital employed | +16.5% | +11.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.02x | 0.51x |
| Net DebtTotal debt minus cash | -$3.1B | $10.4B |
| Cash & Equiv.Liquid assets | $3.4B | $2.0B |
| Total DebtShort + long-term debt | $303M | $12.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 11.03x |
Total Returns (Dividends Reinvested)
ISRG leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ISRG five years ago would be worth $15,873 today (with dividends reinvested), compared to $13,117 for BSX. Over the past 12 months, ISRG leads with a -15.4% total return vs BSX's -46.0%. The 3-year compound annual growth rate (CAGR) favors ISRG at 14.4% vs BSX's 2.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -19.3% | -40.3% |
| 1-Year ReturnPast 12 months | -15.4% | -46.0% |
| 3-Year ReturnCumulative with dividends | +49.6% | +6.5% |
| 5-Year ReturnCumulative with dividends | +58.7% | +31.2% |
| 10-Year ReturnCumulative with dividends | +554.2% | +155.5% |
| CAGR (3Y)Annualised 3-year return | +14.4% | +2.1% |
Risk & Volatility
Evenly matched — ISRG and BSX each lead in 1 of 2 comparable metrics.
Risk & Volatility
BSX is the less volatile stock with a 0.34 beta — it tends to amplify market swings less than ISRG's 1.02 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ISRG currently trades 75.1% from its 52-week high vs BSX's 51.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.02x | 0.34x |
| 52-Week HighHighest price in past year | $603.88 | $109.50 |
| 52-Week LowLowest price in past year | $427.84 | $54.98 |
| % of 52W HighCurrent price vs 52-week peak | +75.1% | +51.7% |
| RSI (14)Momentum oscillator 0–100 | 42.4 | 33.2 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 15.5M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates ISRG as "Buy" and BSX as "Buy". Consensus price targets imply 61.4% upside for BSX (target: $91) vs 37.3% for ISRG (target: $623).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $622.60 | $91.33 |
| # AnalystsCovering analysts | 55 | 43 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | 0.0% |
ISRG leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BSX leads in 1 (Valuation Metrics). 1 tied.
ISRG vs BSX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ISRG or BSX a better buy right now?
For growth investors, Intuitive Surgical, Inc.
(ISRG) is the stronger pick with 20. 5% revenue growth year-over-year, versus 19. 9% for Boston Scientific Corporation (BSX). Boston Scientific Corporation (BSX) offers the better valuation at 29. 2x trailing P/E (16. 7x forward), making it the more compelling value choice. Analysts rate Intuitive Surgical, Inc. (ISRG) a "Buy" — based on 55 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ISRG or BSX?
On trailing P/E, Boston Scientific Corporation (BSX) is the cheapest at 29.
2x versus Intuitive Surgical, Inc. at 57. 6x. On forward P/E, Boston Scientific Corporation is actually cheaper at 16. 7x.
03Which is the better long-term investment — ISRG or BSX?
Over the past 5 years, Intuitive Surgical, Inc.
(ISRG) delivered a total return of +58. 7%, compared to +31. 2% for Boston Scientific Corporation (BSX). Over 10 years, the gap is even starker: ISRG returned +554. 2% versus BSX's +155. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ISRG or BSX?
By beta (market sensitivity over 5 years), Boston Scientific Corporation (BSX) is the lower-risk stock at 0.
34β versus Intuitive Surgical, Inc. 's 1. 02β — meaning ISRG is approximately 196% more volatile than BSX relative to the S&P 500. On balance sheet safety, Intuitive Surgical, Inc. (ISRG) carries a lower debt/equity ratio of 2% versus 51% for Boston Scientific Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — ISRG or BSX?
By revenue growth (latest reported year), Intuitive Surgical, Inc.
(ISRG) is pulling ahead at 20. 5% versus 19. 9% for Boston Scientific Corporation (BSX). On earnings-per-share growth, the picture is similar: Boston Scientific Corporation grew EPS 55. 2% year-over-year, compared to 22. 6% for Intuitive Surgical, Inc.. Over a 3-year CAGR, ISRG leads at 17. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ISRG or BSX?
Intuitive Surgical, Inc.
(ISRG) is the more profitable company, earning 28. 4% net margin versus 14. 4% for Boston Scientific Corporation — meaning it keeps 28. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ISRG leads at 29. 3% versus 19. 8% for BSX. At the gross margin level — before operating expenses — BSX leads at 69. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ISRG or BSX more undervalued right now?
On forward earnings alone, Boston Scientific Corporation (BSX) trades at 16.
7x forward P/E versus 43. 8x for Intuitive Surgical, Inc. — 27. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BSX: 61. 4% to $91. 33.
08Which pays a better dividend — ISRG or BSX?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is ISRG or BSX better for a retirement portfolio?
For long-horizon retirement investors, Boston Scientific Corporation (BSX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
34), +155. 5% 10Y return). Both have compounded well over 10 years (BSX: +155. 5%, ISRG: +554. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ISRG and BSX?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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