COMPARE · Data as of August 27, 2026
DHR vs ISRG
Verdict: Side-by-side breakdown using the Bull Rankings model. DHR scored 53.8, ISRG scored 74.2 — ISRG leads.
Compare another set
DHR
Danaher Corporation
53.8
$215.68 · $151.6B
fundamentals as of
Score gap
20.4
ISRG leads
ISRG
Intuitive Surgical, Inc.
74.2
$367.07 · $131.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDHR38.5x
- Fastest growthISRG+20.7%
- Highest qualityISRG84 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DHR
stronger →← stronger
ISRG
62
Qualityreturns · margins · balance sheet
84
60
Growthrevenue & earnings expansion
93
42
Valuevaluation vs sector peers
52
ISRG is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DHR
ISRG
$5.5bB+
FCF
$3.2bB
+4.6%C+
Rev
+20.7%A-
0.53B
D/E
—
38.5xC+
P/E
42.2xC
1.41B
PEG
1.86C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DHR
ISRG
37% above
Price vs fair valuelower is cheaper
212% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~39%/yr
-33%
1-yr DCF upside
-71%
-27%
5-yr DCF upside
-68%
-18%
10-yr DCF upside
-63%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DHR
Why this score
- Raising its dividend
ISRG
No notable signals flagged.
The companies
DHRDanaher Corporation
Why now
Diagnostics & Research · market cap $151.6b. 11% off the 52-week high of $242.80. 23 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $227.96 (implying +6% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 137% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $151.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 39x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
ISRGIntuitive Surgical, Inc.
Why now
Medical Instruments & Supplies · market cap $131.5b. Down 39% from 52-week high of $603.88 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median. 30 sell-side analysts rate this a Buy with a mean 1-yr target of $478.01 (implying +30% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 103% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where DHR and ISRG diverge
On the headline score the gap is 20.4 points in favor of ISRG. The widest single difference is Growth, where ISRG leads by 32.8 points.
- GrowthDHR 60.4 · ISRG 93.2ISRG +32.8
- QualityDHR 62.0 · ISRG 83.7ISRG +21.7
- ValueDHR 41.7 · ISRG 52.3ISRG +10.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.