Intuitive Surgical Inc (ISRG)vsTrane Technologies plc (TT)
ISRG
Intuitive Surgical Inc
$451.73
+0.08%
HEALTHCARE · Cap: $162.13B
TT
Trane Technologies plc
$488.18
+2.25%
INDUSTRIALS · Cap: $107.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 104% more annual revenue ($21.60B vs $10.58B). ISRG leads profitability with a 28.1% profit margin vs 13.4%. TT appears more attractively valued with a PEG of 2.39. ISRG earns a higher WallStSmart Score of 64/100 (C+).
ISRG
Buy64
out of 100
Grade: C+
TT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.7%
Fair Value
$1938.99
Current Price
$451.73
$1487.26 discount
Intrinsic value data unavailable for TT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 9.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Earnings declined 2.1%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
Bear Case : ISRG
The primary concerns for ISRG are PEG Ratio, Price/Book, P/E Ratio. A P/E of 55.6x leaves little room for execution misses.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
ISRG profiles as a growth stock while TT is a value 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 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 52/100), backed by strong 28.1% margins and 23.0% 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.
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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
Want to dig deeper into these stocks?