Bausch + Lomb Corp (BLCO)vsIntuitive Surgical Inc (ISRG)
BLCO
Bausch + Lomb Corp
$16.18
+1.70%
HEALTHCARE · Cap: $5.67B
ISRG
Intuitive Surgical Inc
$450.06
-0.76%
HEALTHCARE · Cap: $160.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuitive Surgical Inc generates 107% more annual revenue ($10.58B vs $5.10B). ISRG leads profitability with a 28.1% profit margin vs -7.1%. BLCO appears more attractively valued with a PEG of 0.89. ISRG earns a higher WallStSmart Score of 64/100 (C+).
BLCO
Hold47
out of 100
Grade: D+
ISRG
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.6%
Fair Value
$40.13
Current Price
$16.18
$23.95 discount
Margin of Safety
+76.6%
Fair Value
$1938.99
Current Price
$450.06
$1488.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
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
Areas to Watch
Weak financial health signals
ROE of -5.4% — below average capital efficiency
Earnings declined 88.6%
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 9.1x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BLCO
The strongest argument for BLCO centers on Price/Book, PEG Ratio. PEG of 0.89 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 28.1% and operating margin at 30.9%. Revenue growth of 23.0% demonstrates continued momentum.
Bear Case : BLCO
The primary concerns for BLCO are Piotroski F-Score, Return on Equity, EPS 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.
Key Dynamics to Monitor
BLCO profiles as a turnaround stock while ISRG is a growth play — different risk/reward profiles.
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.
ISRG generates stronger free cash flow (809M), providing more financial flexibility.
Bottom Line
ISRG scores higher overall (64/100 vs 47/100), backed by strong 28.1% margins and 23.0% revenue growth. BLCO offers better value entry with a 57.6% margin of safety. 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.
Bausch + Lomb Corp
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Bausch Lomb Corporation is an eye health company in Canada and internationally. The company is headquartered in Vaughan, Canada.
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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