Bionano Genomics Inc (BNGO)vsIntuitive Surgical Inc (ISRG)
BNGO
Bionano Genomics Inc
$1.17
-7.14%
HEALTHCARE · Cap: $14.46M
ISRG
Intuitive Surgical Inc
$422.06
+1.34%
HEALTHCARE · Cap: $142.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuitive Surgical Inc generates 36723% more annual revenue ($10.58B vs $28.74M). ISRG leads profitability with a 28.1% profit margin vs -109.9%. ISRG earns a higher WallStSmart Score of 64/100 (C+).
BNGO
Avoid33
out of 100
Grade: F
ISRG
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BNGO.
Margin of Safety
+77.9%
Fair Value
$1896.32
Current Price
$422.06
$1474.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
3.6% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -84.3% — below average capital efficiency
Expensive relative to growth rate
Trading at 8.6x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BNGO
The strongest argument for BNGO centers on Price/Book.
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 : BNGO
The primary concerns for BNGO are Revenue Growth, EPS Growth, Market Cap.
Bear Case : ISRG
The primary concerns for ISRG are PEG Ratio, Price/Book, P/E Ratio. A P/E of 48.8x leaves little room for execution misses.
Key Dynamics to Monitor
BNGO profiles as a turnaround stock while ISRG is a growth play — different risk/reward profiles.
BNGO carries more volatility with a beta of 1.62 — 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 33/100), backed by strong 28.1% margins and 23.0% revenue growth. Both earn "Buy" and "Avoid" 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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