WallStSmart

Intuitive Surgical Inc (ISRG)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 8% more annual revenue ($10.84B vs $10.06B). ISRG leads profitability with a 28.4% profit margin vs 8.6%. ISRG appears more attractively valued with a PEG of 2.46. ISRG earns a higher WallStSmart Score of 62/100 (C+).

ISRG

Buy

62

out of 100

Grade: C+

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

WELL

Hold

39

out of 100

Grade: F

Growth: 7.3Profit: 5.5Value: 2.0Quality: 7.5
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ISRGSignificantly Overvalued (-79.3%)

Margin of Safety

-79.3%

Fair Value

$263.21

Current Price

$471.91

$208.70 premium

UndervaluedFair: $263.21Overvalued
WELLSignificantly Overvalued (-2067.7%)

Margin of Safety

-2067.7%

Fair Value

$9.59

Current Price

$196.61

$187.02 premium

UndervaluedFair: $9.59Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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
$169.76B9/10

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

WELL2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
41.3%10/10

Revenue surging 41.3% year-over-year

Market CapQuality
$136.72B9/10

Large-cap with strong market position

Areas to Watch

ISRG3 concerns · Avg: 3.3/10
PEG RatioValuation
2.464/10

Expensive relative to growth rate

Price/BookValuation
9.4x4/10

Trading at 9.4x book value

P/E RatioValuation
60.6x2/10

Premium valuation, high expectations priced in

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.5%3/10

ROE of 2.5% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
139.0x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-26.3%2/10

Earnings declined 26.3%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% demonstrates continued momentum.

Bear Case : ISRG

The primary concerns for ISRG are PEG Ratio, Price/Book, P/E Ratio. A P/E of 60.6x leaves little room for execution misses.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 139.0x leaves little room for execution misses.

Key Dynamics to Monitor

ISRG profiles as a growth stock while WELL is a hypergrowth play — different risk/reward profiles.

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

WELL is growing revenue faster at 41.3% — sustainability is the question.

ISRG generates stronger free cash flow (730M), providing more financial flexibility.

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.

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.

Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.

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