WallStSmart

Costco Wholesale Corp (COST)vsIntuitive Surgical Inc (ISRG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Costco Wholesale Corp generates 2744% more annual revenue ($286.27B vs $10.06B). ISRG leads profitability with a 28.4% profit margin vs 3.0%. ISRG appears more attractively valued with a PEG of 2.43. ISRG earns a higher WallStSmart Score of 62/100 (C+).

COST

Buy

53

out of 100

Grade: C-

Growth: 6.0Profit: 6.5Value: 2.0Quality: 7.5
Piotroski: 4/9Altman Z: 4.84

ISRG

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 9.0Value: 4.7Quality: 7.8
Piotroski: 4/9Altman Z: 6.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COSTSignificantly Overvalued (-74.7%)

Margin of Safety

-74.7%

Fair Value

$558.15

Current Price

$974.86

$416.71 premium

UndervaluedFair: $558.15Overvalued
ISRGSignificantly Overvalued (-78.8%)

Margin of Safety

-78.8%

Fair Value

$262.88

Current Price

$469.98

$207.10 premium

UndervaluedFair: $262.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COST5 strengths · Avg: 9.2/10
Market CapQuality
$432.25B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
4.8410/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
29.6%9/10

Every $100 of equity generates 30 in profit

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$1.71B8/10

Generating 1.7B in free cash flow

ISRG5 strengths · Avg: 9.2/10
Operating MarginProfitability
30.2%10/10

Strong operational efficiency at 30.2%

Altman Z-ScoreHealth
6.1810/10

Safe zone — low bankruptcy risk

Market CapQuality
$167.61B9/10

Large-cap with strong market position

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

Revenue GrowthGrowth
18.8%8/10

18.8% revenue growth

Areas to Watch

COST4 concerns · Avg: 3.0/10
Price/BookValuation
13.5x4/10

Trading at 13.5x book value

Profit MarginProfitability
3.0%3/10

3.0% margin — thin

Operating MarginProfitability
3.7%3/10

Operating margin of 3.7%

PEG RatioValuation
5.412/10

Expensive relative to growth rate

ISRG3 concerns · Avg: 3.3/10
PEG RatioValuation
2.434/10

Expensive relative to growth rate

Price/BookValuation
9.4x4/10

Trading at 9.4x book value

P/E RatioValuation
59.9x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : COST

The strongest argument for COST centers on Market Cap, Altman Z-Score, Return on Equity.

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 : COST

The primary concerns for COST are Price/Book, Profit Margin, Operating Margin. A P/E of 50.7x leaves little room for execution misses. Thin 3.0% 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 59.9x leaves little room for execution misses.

Key Dynamics to Monitor

COST profiles as a value stock while ISRG is a growth play — different risk/reward profiles.

ISRG carries more volatility with a beta of 1.68 — expect wider price swings.

ISRG is growing revenue faster at 18.8% — sustainability is the question.

COST generates stronger free cash flow (1.7B), providing more financial flexibility.

Bottom Line

ISRG scores higher overall (62/100 vs 53/100), backed by strong 28.4% margins and 18.8% 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.

Costco Wholesale Corp

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Costco Wholesale Corporation (doing business as Costco Wholesale and also known simply as Costco) is an American multinational corporation which operates a chain of membership-only (needing a membership to shop there) big-box retail stores. As of 2020, Costco was the fifth largest retailer in the world, and the world's largest retailer of choice and prime beef, organic foods, rotisserie chicken, and wine as of 2016.

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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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