ISRG vs ZBH
Intuitive Surgical vs Zimmer Biomet — AI-powered side-by-side comparison
ISRG
Intuitive Surgical
60
Buy
VS
| Metric | ISRG | ZBH |
|---|
| AI Score |
60
|
66
|
| Price |
$371.73
|
$100.18
|
| P/E Ratio |
42.21×
|
24.45×
|
| ROE |
16.0%
|
5.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
66.7%
|
69.9%
|
| Debt / Equity |
0.00×
|
0.59×
|
| Dividend Yield |
0.0%
|
1.0%
|
| RSI (14) |
40.0
|
62.6
|
| Beta |
1.46
|
0.462
|
| Expected Upside |
+18.5%
|
+0.5%
|
AI Committee View
Current Innellis committee reasoning for ISRG versus ZBH.
ZBH leads by 6 points.
ZBH scores 66/100 (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
ZBH Committee View
80% agreement
5 analysts
The primary driver is price-to-book of 1.4x is a discount to asset value. The main limiting factor is daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical