COMPARE · Reviewed July 29, 2026
GMED vs ISRG
Verdict: Side-by-side breakdown using the Bull Rankings model. GMED scored 78.0, ISRG scored 76.2 — GMED leads.
Compare another set
GMED
Globus Medical, Inc.
78
$81.42 · $11.1B
fundamentals as of
Score gap
1.8
GMED leads
ISRG
Intuitive Surgical, Inc.
76.2
$353.10 · $126.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
GMED
stronger →← stronger
ISRG
69
Qualityreturns · margins · balance sheet
84
98
Growthrevenue & earnings expansion
99
70
Valuevaluation vs sector peers
53
ISRG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GMED
ISRG
$610mC+
FCF
$3.2bB
+23.5%A-
Rev
+20.7%A-
0.02A-
D/E
—
19.0xA-
P/E
40.5xC+
1.49B
PEG
1.78C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GMED
ISRG
5% above
Price vs fair valuelower is cheaper
200% above
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
-11%
1-yr DCF upside
-70%
-4%
5-yr DCF upside
-67%
+6%
10-yr DCF upside
-61%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
GMEDGlobus Medical, Inc.
Why now
Medical Devices · market cap $11.1b. 20% off the 52-week high of $101.40. Revenue growing +23%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $105.75 (implying +30% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
ISRGIntuitive Surgical, Inc.
Why now
Medical Instruments & Supplies · market cap $126.5b. Down 42% from 52-week high of $603.88 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $484.60 (implying +37% 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 42% 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 40x 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
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