Verdict: Side-by-side breakdown using the Bull Rankings model. IRTC scored 31.3, ISRG scored 75.1 — ISRG leads.
Compare another set
IRTC
iRhythm Holdings, Inc.
Medical Devices · Quality-Growth
31.3
$106.70 · $3.5B
fundamentals as of
Score gap
43.8
ISRG leads
ISRG
Intuitive Surgical, Inc.
Medical Instruments & Supplies · Quality-Growth
75.1
$423.96 · $149.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthIRTC+26.2%
Strongest balance sheetISRG0.00
Highest qualityISRG85 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
IRTC
stronger →← stronger
ISRG
22
Qualityreturns · margins · balance sheet
85
92
Growthrevenue & earnings expansion
90
15
Valuevaluation vs sector peers
55
ISRG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
IRTC
ISRG
$39mC-
FCF
$3.2bB
+26.2%A-
Rev
+20.5%A-
3.91D
D/E
0.00A
4.3xB
P/S
—
—
PEG
1.93C+
—
P/E
48.6xC
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
IRTC
ISRG
432% above
Price vs fair valuelower is cheaper
215% above
>60%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~44%/yr
-85%
1-yr DCF upside
-73%
-81%
5-yr DCF upside
-68%
-73%
10-yr DCF upside
-59%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
IRTC
Why this score
Diluting shareholders
ISRG
No notable signals flagged.
The companies
IRTCiRhythm Holdings, Inc.
Medical Devices · $106.70 · beta 1.46
Why now
Medical Devices · market cap $3.5b. Down 50% from 52-week high of $212.00 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $173.93 (implying +63% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 3.91 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -1.7%) — path to GAAP profitability is the core thesis risk. Down 50% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
ISRGIntuitive Surgical, Inc.
Medical Instruments & Supplies · $423.96 · beta 1.46
Why now
Medical Instruments & Supplies · market cap $149.8b. Down 30% 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 $477.47 (implying +13% 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% is above 15% — 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.
Risk
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 49x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 13.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 IRTC and ISRG diverge
On the headline score the gap is 43.8 points in favor of ISRG. The widest single difference is Quality, where ISRG leads by 63.4 points.
QualityIRTC 21.5 · ISRG 84.9ISRG +63.4
ValueIRTC 15.5 · ISRG 55.4ISRG +39.9
GrowthIRTC 91.8 · ISRG 90.1level
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is ISRG or IRTC the better stock?
ISRG scores higher: ISRG 75.1, IRTC 31.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do ISRG and IRTC differ most?
The widest gap is quality, where ISRG leads by 63 points on the 0–100 pillar scale. ISRG also leads value, while growth is effectively level between them.
How are ISRG and IRTC scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.