ISRG vs RMD
Intuitive Surgical and ResMed, both Healthcare
Intuitive Surgical is the larger company at $144B against $27B. On trailing earnings RMD is the cheaper of the two at a P/E of 22.7 against 42.5, a gap that is only a bargain if the two are growing at similar rates. Over the past year RMD returned -15% against -22% for ISRG. Ryufin's sector-relative Smart Score puts RMD ahead, 9/10 against 6/10.
| Figure | ISRG | RMD |
|---|---|---|
| Last close | $370 | $236 |
| Market cap | $144B | $27B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 42.5 | 22.7 |
| Dividend yield | n/a | 0.9% |
| 1-year return | -22% | -15% |
| 5-year return | +12% | -9.4% |
| Ryufin Smart Scoresector-relative, 1–10 | 6/10 | 9/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Intuitive Surgical
Revenue of $2.9B in Q2 2026, net income $818M. Its largest reported line is Instrumentsand Accessories, 49% of the disclosed total.
ResMed
Revenue of $1.4B in Q3 2026, net income $399M. Its largest reported line is Sleep And Breathing Health, 88% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.