Bionano Genomics Inc (BNGO)vsIntuitive Surgical Inc (ISRG)
BNGO
Bionano Genomics Inc
$1.20
+1.69%
HEALTHCARE · Cap: $11.13M
ISRG
Intuitive Surgical Inc
$469.98
-0.41%
HEALTHCARE · Cap: $167.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuitive Surgical Inc generates 34944% more annual revenue ($10.06B vs $28.72M). ISRG leads profitability with a 28.4% profit margin vs -134.4%. ISRG earns a higher WallStSmart Score of 62/100 (C+).
BNGO
Hold39
out of 100
Grade: F
ISRG
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BNGO.
Margin of Safety
-78.8%
Fair Value
$262.88
Current Price
$469.98
$207.10 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Revenue surging 21.3% year-over-year
Strong operational efficiency at 30.2%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
18.8% revenue growth
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -78.2% — below average capital efficiency
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 9.4x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BNGO
The strongest argument for BNGO centers on Price/Book, Debt/Equity, Revenue Growth. Revenue growth of 21.3% demonstrates continued momentum.
Bull Case : ISRG
The strongest argument for ISRG centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 28.4% and operating margin at 30.2%. Revenue growth of 18.8% demonstrates continued momentum.
Bear Case : BNGO
The primary concerns for BNGO are EPS Growth, Market Cap, Return on Equity.
Bear Case : ISRG
The primary concerns for ISRG are PEG Ratio, Price/Book, P/E Ratio. A P/E of 59.9x leaves little room for execution misses.
Key Dynamics to Monitor
BNGO carries more volatility with a beta of 1.72 — expect wider price swings.
BNGO is growing revenue faster at 21.3% — sustainability is the question.
ISRG generates stronger free cash flow (730M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ISRG scores higher overall (62/100 vs 39/100), backed by strong 28.4% margins and 18.8% 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.
Bionano Genomics Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Bionano Genomics, Inc. is a life science instrumentation company in the genome analysis space. The company is headquartered in San Diego, California.
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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