ISRG vs WST
Intuitive Surgical and West Pharmaceutical Services, both Healthcare
Intuitive Surgical is the larger company at $144B against $23B. On trailing earnings ISRG is the cheaper of the two at a P/E of 42.5 against 46.8, a gap that is only a bargain if the two are growing at similar rates. Over the past year WST returned +48% against -22% for ISRG. Ryufin's sector-relative Smart Score puts WST ahead, 8/10 against 6/10.
| Figure | ISRG | WST |
|---|---|---|
| Last close | $370 | $350 |
| Market cap | $144B | $23B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 42.5 | 46.8 |
| Dividend yield | n/a | 0.2% |
| 1-year return | -22% | +48% |
| 5-year return | +12% | -14% |
| Ryufin Smart Scoresector-relative, 1–10 | 6/10 | 8/10 |
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.
West Pharmaceutical Services
Revenue of $845M in Q1 2026, net income $139M. Its largest reported line is Proprietary Products, 82% of the disclosed total.
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