ISRG vs TMDX
Intuitive Surgical vs TransMedics Group, Inc. — AI-powered side-by-side comparison
ISRG
Intuitive Surgical
60
Buy
VS
TMDX
TransMedics Group, Inc.
65
Buy
| Metric | ISRG | TMDX |
|---|
| AI Score |
60
|
65
|
| Price |
$371.73
|
$93.68
|
| P/E Ratio |
42.21×
|
21.18×
|
| ROE |
16.0%
|
40.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
66.7%
|
58.7%
|
| Debt / Equity |
0.00×
|
1.68×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
40.0
|
65.7
|
| Beta |
1.46
|
1.88
|
| Expected Upside |
+18.5%
|
+28.9%
|
AI Committee View
Current Innellis committee reasoning for ISRG versus TMDX.
TMDX leads by 5 points.
TMDX scores 65/100 (Buy) versus ISRG at 60/100 (Buy).
ISRG Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 17.8% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 45.2 is expensive by classic value standards — Value
- Price-to-book of 11.3x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
TMDX Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 33.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 25.8% YoY -- genuine top-line momentum — Growth
- EPS growing 105.5% YoY — Growth
Bear Case
- Price-to-book of 8.8x prices in significant intangible value — Value
- 2 consecutive earnings misses -- execution concerns — Growth
- Bollinger bandwidth of 30.5% signals elevated volatility — Risk