COMPARE · Data as of August 27, 2026
ISRG vs MDLN
Verdict: Side-by-side breakdown using the Bull Rankings model. ISRG scored 74.2, MDLN scored 46.3 — ISRG leads.
Compare another set
Different reporting periods. ISRG's fundamentals are as of June 2026, but MDLN's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ISRG
Intuitive Surgical, Inc.
74.2
$367.07 · $131.5B
fundamentals as of
Score gap
27.9
ISRG leads
MDLN
Medline Inc.
46.3
$37.35 · $66.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMDLN32.8x
- Fastest growthISRG+20.7%
- Highest qualityISRG84 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
ISRG
stronger →← stronger
MDLN
84
Qualityreturns · margins · balance sheet
48
93
Growthrevenue & earnings expansion
85
52
Valuevaluation vs sector peers
24
ISRG is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ISRG
MDLN
$3.2bB
FCF
$1.3bC+
+20.7%A-
Rev
+11.5%B
—
D/E
0.65C+
42.2xC
P/E
32.8xC+
1.86C+
PEG
3.20D
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
ISRG
MDLN
212% above
Price vs fair valuelower is cheaper
198% above
~39%/yr
Growth the price implies10-yr FCF · lower = less priced in
~35%/yr
-71%
1-yr DCF upside
-69%
-68%
5-yr DCF upside
-66%
-63%
10-yr DCF upside
-62%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ISRG
No notable signals flagged.
MDLN
Why this score
- Short track record
The companies
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.
MDLNMedline Inc.
Why now
Medical Instruments & Supplies · market cap $66.5b. Down 27% from 52-week high of $50.88 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $50.92 (implying +36% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $66.5b 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 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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 ISRG and MDLN diverge
On the headline score the gap is 27.9 points in favor of ISRG. The widest single difference is Quality, where ISRG leads by 35.9 points.
- QualityISRG 83.7 · MDLN 47.8ISRG +35.9
- ValueISRG 52.3 · MDLN 24.4ISRG +27.9
- GrowthISRG 93.2 · MDLN 85.1ISRG +8.1
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.