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Stock Comparison · Single-driver result

Intuitive Surgical vs Eli Lilly and Company: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Intuitive Surgical carrying a narrow edge on stability. The remaining gap is narrow enough that the comparison remains open to different readings. The market setup is currently leaning toward Eli Lilly and Company, which does not confirm the structural lead. That leaves a split case: the structural lead stays with Intuitive Surgical, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The comparison is mainly decided in stability, with the rest of the profile carrying less weight.

Trajectory Similarity
0.73
Similar
Peer-set rank: #2
within Intuitive Surgical, Inc.'s functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

The clearest structural overlap shows up in capital structure and revenue stability.

Similarity drivers
capital structurerevenue stability
What reduces the match
recent revenue growth
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
ISRG
Intuitive Surgical, Inc.
69
Peer-Score
Signal qualityHigh
vs
LLY
Eli Lilly and Company
68
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in stability.

Dimension spread: ISRG vs LLY Profitability 100 100 Stability 56 34 Valuation 36 44 Growth 86 88 ISRG LLY
Gap Ranking
#1 Stability +22
#2 Valuation +8
#3 Growth +2
#4 Profitability
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ISRG and LLY Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ISRGLLY Relative valuation Structural strength

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Stability
On stability, Intuitive Surgical, Inc. is positioned higher in the group, while Eli Lilly and Company is closer to the middle.
Valuation
Eli Lilly and Company holds the stronger peer position on valuation.
Stability — Dominant Gap
ISRG
56
LLY
34
Gap+22in favour of ISRG

The clearest distance comes from a steadier profile over time.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Eli Lilly and Company, with a forward P/E that is 17.7 turns lower there.

What this means for the comparison

Stability is the clearest driver, and valuation also supports Intuitive Surgical, Inc.'s broader structural position.

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Break down the ISRG vs LLY comparison across all dimensions with the full interactive tool.

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Similar stability-and-valuation comparisons

Explore how ISRG and LLY each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.