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Stock Comparison · Structural lead, mixed market

Intuitive Surgical vs United Therapeutics: Which Stock Looks Stronger in 2026?

United Therapeutics holds the cleaner structural position, with the lead spread across profitability and valuation. Intuitive Surgical still has the edge on growth, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

The lead is spread across profitability and valuation, rather than sitting in one isolated gap. The overall score gap is 32 points in favour of United Therapeutics Corporation.

Trajectory Similarity
0.63
Moderately similar
Peer-set rank: #12
within Intuitive Surgical, Inc.'s functional peer set

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

This level of similarity points to a meaningful structural match, though not a tight one.

The clearest structural overlap shows up in revenue growth trajectory and margin consistency.

Similarity drivers
revenue growth trajectorymargin consistency
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.
38
Peer-Score
Signal qualityMedium
Peer basis: Russell 1000
vs
UTHR
United Therapeutics Corporation
70
Peer-Score
Signal qualityHigh
Peer basis: Russell 1000

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

The largest gaps do not all point in the same direction.

Dimension spread: ISRG vs UTHR Profitability 33 100 Stability 27 48 Valuation 38 86 Growth 56 25 ISRG UTHR
Gap Ranking
#1 Profitability +67
#2 Valuation +48
#3 Growth +31
#4 Stability +21
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ISRG and UTHR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ISRGUTHR Relative valuation Structural strength

United Therapeutics Corporation looks stronger both structurally and on relative valuation.

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

Entry today — historical context

Where ISRG and UTHR each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ISRG Neutral · below norm 0th 50th 100th 35 pct gap UTHR Elevated · above norm 0th 50th 100th 56th 90th
Today ISRG sits in the upper-middle of its own 5-year history (56th percentile), while UTHR sits higher in its own history (90th). Within each stock's own 5-year context, ISRG is at a historically more favourable entry position than UTHR. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, United Therapeutics Corporation ranks near the top of the group; Intuitive Surgical, Inc. sits in the weaker half.
Valuation
The same broad pattern appears on valuation: United Therapeutics Corporation ranks near the top of the group, while Intuitive Surgical, Inc. stays in the weaker half.
Profitability — Dominant Gap
ISRG
33
UTHR
100
Gap+67in favour of UTHR

The profitability lead is mainly driven by a 8.6-point operating margin advantage.

What keeps the gap from being one-sided

Intuitive Surgical still pushes back on growth, with a 20.4-point revenue-growth advantage that keeps the read from becoming one-way.

What this means for the comparison

The lead is built on both profitability and valuation — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how ISRG and UTHR 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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.