Competitive view
ISRG vs. two close competitors
This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.
YouTube
Intuitive Surgical
ISRG
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
YouTube
Johnson & Johnson
JNJ
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
YouTube
UnitedHealth Group
UNH
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
ISRG
$145.58B
Intuitive Surgical
JNJ
$579.83B
Johnson & Johnson
UNH
$371.00B
UnitedHealth Group
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
ISRG
50.0x
Intuitive Surgical
JNJ
27.9x
Johnson & Johnson
UNH
30.8x
UnitedHealth Group
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
ISRG
34.9x
Intuitive Surgical
JNJ
18.9x
Johnson & Johnson
UNH
19.5x
UnitedHealth Group
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
ISRG
23.0%
Intuitive Surgical
JNJ
9.9%
Johnson & Johnson
UNH
2.0%
UnitedHealth Group
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
ISRG
18.8%
Intuitive Surgical
JNJ
-52.9%
Johnson & Johnson
UNH
0.7%
UnitedHealth Group
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
ISRG
30.9%
Intuitive Surgical
JNJ
27.4%
Johnson & Johnson
UNH
8.0%
UnitedHealth Group
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
ISRG
66.3%
Intuitive Surgical
JNJ
68.0%
Johnson & Johnson
UNH
18.8%
UnitedHealth Group
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
ISRG
28.2%
Intuitive Surgical
JNJ
21.8%
Johnson & Johnson
UNH
2.7%
UnitedHealth Group
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
ISRG
17.2%
Intuitive Surgical
JNJ
26.4%
Johnson & Johnson
UNH
12.2%
UnitedHealth Group
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
ISRG
1.6%
Intuitive Surgical
JNJ
2.2%
Johnson & Johnson
UNH
4.8%
UnitedHealth Group
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
ISRG
—
Intuitive Surgical
JNJ
67.73x
Johnson & Johnson
UNH
73.98x
UnitedHealth Group
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
ISRG
4.61x
Intuitive Surgical
JNJ
1.02x
Johnson & Johnson
UNH
0.80x
UnitedHealth Group
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
ISRG
1.45
Intuitive Surgical
JNJ
0.26
Johnson & Johnson
UNH
0.65
UnitedHealth Group
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
ISRG
—
Intuitive Surgical
JNJ
2.2%
Johnson & Johnson
UNH
2.2%
UnitedHealth Group
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
ISRG
37.5%
Intuitive Surgical
JNJ
5.0%
Johnson & Johnson
UNH
-0.3%
UnitedHealth Group