Becton Dickinson and Company (BDX)vsIntuitive Surgical Inc (ISRG)
BDX
Becton Dickinson and Company
$198.17
-0.22%
HEALTHCARE · Cap: $53.90B
ISRG
Intuitive Surgical Inc
$436.87
+0.89%
HEALTHCARE · Cap: $152.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 94% more annual revenue ($22.48B vs $11.58B). ISRG leads profitability with a 25.5% profit margin vs 4.2%. BDX appears more attractively valued with a PEG of 1.11. ISRG earns a higher WallStSmart Score of 58/100 (C).
BDX
Buy52
out of 100
Grade: C-
ISRG
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.7%
Fair Value
$202.19
Current Price
$198.17
$4.02 discount
Margin of Safety
+78.3%
Fair Value
$1989.68
Current Price
$436.87
$1552.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
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
Areas to Watch
ROE of 3.9% — below average capital efficiency
4.2% margin — thin
Premium valuation, high expectations priced in
Earnings declined 31.4%
Expensive relative to growth rate
Trading at 9.5x book value
Premium valuation, high expectations priced in
Earnings declined 23.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Market Cap, Price/Book. PEG of 1.11 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 25.5% and operating margin at 33.3%. Revenue growth of 21.7% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 46.0x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
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.
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 1.46 — expect wider price swings.
ISRG is growing revenue faster at 21.7% — sustainability is the question.
ISRG generates stronger free cash flow (1.1B), providing more financial flexibility.
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.
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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