Intuitive Surgical, Inc. (ISRG) vs West Pharmaceutical Services, Inc. (WST)

Intuitive Surgical, Inc. and West Pharmaceutical Services, Inc. are both Medical Instruments & Supplies companies. Intuitive Surgical, Inc. is the larger, with a market value of $162.4B against $27.3B — 5.9× the size. West Pharmaceutical Services, Inc. trades at the lower P/E: 43.8× against 55.7×. Intuitive Surgical, Inc. grew revenue faster over the last twelve months: 20.5% against 12.6%. Intuitive Surgical, Inc. has the higher net margin (25.5% vs 18.8%) and the lower return on invested capital (17.0% vs 18.0%). Across the 22 metrics below, Intuitive Surgical, Inc. leads on 13 and West Pharmaceutical Services, Inc. on 9.

Valuation

Metric ISRG WST Medical Instruments & Supplies median
P/E 55.70 43.81 30.28
P/S 14.04 8.14 2.49
P/B 10.08 9.32 2.34
Price to free cash flow 44.60 61.53 23.49
EV/EBITDA 38.32 28.41 14.87
EV/Sales 13.69 8.07 2.75
Earnings yield 1.80% 2.28% 0.00%
Free cash flow yield 2.24% 1.63% 0.59%

Profitability

Metric ISRG WST Medical Instruments & Supplies median
Gross margin 67.19% 37.59% 53.60%
Operating margin 28.37% 22.97% 1.97%
Net margin 25.54% 18.81% 0.00%
Free cash flow margin 31.47% 13.35% 2.36%
Return on equity 17.84% 21.23% 0.00%
Return on assets 15.28% 15.65% 0.00%
Return on invested capital 17.00% 18.01% 0.13%

Growth

Metric ISRG WST Medical Instruments & Supplies median
Revenue growth (TTM) 20.45% 12.55% 8.97%
EPS growth (last fiscal year) 22.59% 1.49% 6.51%
Revenue growth, 5-year CAGR 18.22% 7.44% 8.85%
Net income growth, 5-year CAGR 21.91% 7.36% 0.00%

Health

Metric ISRG WST Medical Instruments & Supplies median
Debt to equity 0.00 0.07 0.10
Current ratio 3.33 2.82 2.47
Net debt to EBITDA (1.64) (0.78) 0.97

Dividend

Metric ISRG WST Medical Instruments & Supplies median
Dividend yield — 0.22% 1.02%
Payout ratio — 0.10 0.27

Size

Metric ISRG WST Medical Instruments & Supplies median
Market cap 162.41b 27.34b 1.71b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack