ISRG vs LMAT Stock Comparison

Intuitive Surgical and Lemaitre Vascular Prices as of Oct 26, 2026 Peers: Industry group
ISRG Intuitive Surgical Inc
$451.63 +11.5% 1M -17.4% 1Y
Market cap
$156.53B
P/E
53.3x
Revenue (TTM)
$11.58B
Div. yield
–
Medical Devices Healthcare
4 wins
LMAT Lemaitre Vascular Inc
$84.31 +3.4% 1M -5.5% 1Y
Market cap
$1.93B
P/E
29.3x
Revenue (TTM)
$262.43M
Div. yield
1.13%
Medical Devices Healthcare
5 wins

Head to Head

9 decided of 12

Lemaitre Vascular leads on 5 of the 12 questions below (Lemaitre Vascular 5, Intuitive Surgical 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionISRGLMATLeader
Larger companyMarket capitalisation $156.53B $1.93B ISRG
Cheaper on earningsLower P/E, profitable companies only 53.3x 29.3x LMAT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 39.5x 28.6x LMAT
Faster revenue growthRevenue growth, trailing twelve months +20.5% +11.8% ISRG
More profitableNet margin, trailing twelve months 25.5% 25.0% ISRG
Better return on capitalReturn on invested capital — — –
Less leveragedLower net debt / EBITDA — — –
Higher dividend yieldTrailing dividend yield — 1.13% –
Better 1-year returnPrice return, last 12 months -17.4% -5.5% LMAT
Better 5-year returnAnnualised price return, 5 years +5.3%/yr +9.0%/yr LMAT
Less volatileAnnualised volatility, 1 year 34.6% 46.2% ISRG
Higher overall scoreMean of the five percentile scores vs peers 80/100 82/100 LMAT

Percentile Scorecard

ISRGLMAT

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisISRGLMAT
Valuation 57 #35 of 80 76 #20 of 80
Growth 80 #16 of 74 85 #12 of 74
Profitability 99 #2 of 67 97 #3 of 67
Financial Health 78 #21 of 91 89 #11 of 91
Shareholder Returns 88 #5 of 35 62 #14 of 35
Overall 80 82
  • ISRG ranked among 95 companies in Medical Devices and Diagnostics
  • LMAT ranked among 95 companies in Medical Devices and Diagnostics

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodISRGLMATSPY
1 month +11.5%+3.4% -0.8%
3 months +26.6%-14.8% +3.5%
6 months -4.1%-26.4% +7.0%
Year to date -20.3%+4.0% +12.2%
1 year -17.4%-5.5% +13.0%
3 years +74.4%+77.9% +86.3%
3 years, per year +20.4%+21.2% +23.1%
5 years +29.4%+53.6% +68.6%
5 years, per year +5.3%+9.0% +11.0%
10 years +510.6%+344.9% +258.0%
10 years, per year +19.8%+16.1% +13.6%

Risk

MeasureISRGLMATSPY
Volatility, 1Y 34.6%46.2% 12.7%
Downside volatility, 1Y 37.5%53.2% 12.7%
Beta vs S&P 500, 1Y 0.900.43 1.00
Return / volatility, 1Y -0.50-0.12 1.02
Max drawdown, 5Y -49.9%-33.5% -25.4%
From 52-week high -23.8%-28.2% -1.8%
52-week high $592.85$117.39 $779.14
52-week low $332.02$78.80 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleISRGLMAT
P/E now vs peer median 53.3xmedian 29.3x 29.3xmedian 29.3x
P/S now vs peer median 13.5xmedian 2.6x 7.3xmedian 2.6x
EV/EBITDA now vs peer median 37.3xmedian 17.4x 17.5xmedian 17.4x
P/FCF now vs peer median 43.5xmedian 19.6x 26.1xmedian 19.6x
P/B now vs peer median 9.7xmedian 1.3x 4.6xmedian 1.3x
PEG now vs peer median 2.07median 0.84 0.87median 0.84

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsISRGLMAT
Revenue $11.58B $262.43M
Gross profit $7.78B $191.31M
Operating income $3.28B $77.32M
Net income $2.97B $65.67M
Free cash flow $3.60B $73.83M
R&D $1.49B $15.41M
EPS (diluted) $8.41 $2.68
Cash & equivalents $2.98B $26.63M
Shares (diluted) 351.60M 24.53M
Enterprise value $136.96B $482.09M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricISRGLMAT
P/E 53.3x 29.3x
P/FCF 43.5x 26.1x
P/Operating cash flow 38.3x 23.2x
P/S 13.5x 7.3x
P/B 9.7x 4.6x
P/Tangible book 10.5x 4.9x
EV/EBITDA 37.3x 17.5x
EV/EBIT 46.4x 20.1x
EV/Revenue 13.2x 5.9x
EV/FCF 42.4x 21.0x
EV/Operating cash flow 37.3x 18.7x
PEG (3Y EPS CAGR) 2.07 0.87

Growth

14 metrics
MetricISRGLMAT
Revenue growth (1Y) 20.5% 11.8%
Revenue CAGR (3Y) 19.1% 14.0%
Gross profit growth (1Y) 21.9% 18.0%
Gross profit CAGR (3Y) 19.5% 18.8%
Operating income growth (1Y) 16.6% 41.2%
Operating income CAGR (3Y) 24.8% 36.4%
Net income growth (1Y) 7.5% 39.4%
Net income CAGR (3Y) 24.4% 37.6%
EPS growth (1Y) 10.8% 30.1%
EPS CAGR (3Y) 25.7% 33.6%
Operating cash flow growth (1Y) 38.1% 41.2%
Operating cash flow CAGR (3Y) 26.4% 48.0%
Free cash flow growth (1Y) 58.4% 41.1%
Free cash flow CAGR (3Y) 42.0% 57.4%

Profitability

14 metrics
MetricISRGLMAT
Gross margin 67.2% 72.9%
EBITDA margin 35.3% 33.8%
Operating margin 28.4% 29.5%
Pretax margin 31.3% 32.3%
Net margin 25.5% 25.0%
FCF margin 31.1% 28.1%
Operating cash flow margin 35.3% 31.6%
Return on equity 17.3% 15.9%
Return on assets 14.8% 10.3%
Return on invested capital – –
Return on capital employed 18.7% 12.8%
Asset turnover 0.6x 0.4x
Cash conversion (OCF / net income) 1.4x 1.3x
Stock comp / revenue 7.2% 3.0%

Financial Health

11 metrics
MetricISRGLMAT
Debt / assets – –
Debt / equity – –
Net debt / EBITDA – –
Debt / FCF – –
Liabilities / assets 16.7% 34.4%
Equity / assets 83.3% 65.6%
Interest coverage – 14.9x
Current ratio 3.3x 16.3x
Quick ratio 2.3x 13.8x
Cash ratio 1.6x 12.6x
Altman Z-score 30.92 7.37

Shareholder Returns

7 metrics
MetricISRGLMAT
Dividend yield – 1.1%
Net buyback yield 2.7% -0.3%
Shareholder yield 2.7% 0.8%
Payout ratio (earnings) – 31.2%
Payout ratio (FCF) – 27.8%
Dividend growth (1Y) – 26.3%
Dividend CAGR (3Y) – 20.5%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusISRGLMAT
Forward P/E 39.5xFY2026 28.6xFY2026
EPS, next fiscal year $11.42FY2026 $2.95FY2026
EPS growth, next FY +27.9%FY2026 +17.1%FY2026
EPS growth, the year after +4.4% +12.9%
Revenue, next fiscal year $11.57BFY2026 $266.90MFY2026
Revenue growth, next FY +15.0%FY2026 +6.9%FY2026
Revenue growth, the year after +11.5% +19.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersISRGLMAT
Held by institutions 86.2% 99.3%
Institutions holding 2,235 327
Change in shares held, QoQ +4.6% +2.8%
Institutions buying 1,070 172
Institutions selling 877 98
Buyers to sellers 1.22 1.76

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ISRGLMAT
ISRG 1.00 0.23
LMAT 0.23 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ISRG and LMAT?

Intuitive Surgical (ISRG) is the largest by market capitalisation: Intuitive Surgical (ISRG) $156.53B, Lemaitre Vascular (LMAT) $1.93B.

Which stock is cheaper, ISRG and LMAT?

Lemaitre Vascular (LMAT) trades on the lowest price-to-earnings ratio (Intuitive Surgical (ISRG) 53.3x, Lemaitre Vascular (LMAT) 29.3x). On next year's consensus earnings, Lemaitre Vascular (LMAT) is cheapest (Intuitive Surgical (ISRG) 39.5x, Lemaitre Vascular (LMAT) 28.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Intuitive Surgical (ISRG) grew revenue fastest over the trailing twelve months: Intuitive Surgical (ISRG) +20.5%, Lemaitre Vascular (LMAT) +11.8%.

Which company is more profitable?

Intuitive Surgical (ISRG) has the highest net margin (Intuitive Surgical (ISRG) 25.5%, Lemaitre Vascular (LMAT) 25.0%).

Which stock has performed better?

Over the past year Lemaitre Vascular (LMAT) returned the most: Intuitive Surgical (ISRG) -17.4%, Lemaitre Vascular (LMAT) -5.5%. Over five years, Lemaitre Vascular (LMAT) compounded fastest (Intuitive Surgical (ISRG) +5.3%/yr, Lemaitre Vascular (LMAT) +9.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Lemaitre Vascular (LMAT) 1.13%. Intuitive Surgical (ISRG) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Intuitive Surgical (ISRG) has been the steadiest (Intuitive Surgical (ISRG) 34.6%, Lemaitre Vascular (LMAT) 46.2%). Volatility measures how widely the price swings, not the risk of the business.

Do ISRG and LMAT move together?

Their daily returns over the past year have a correlation of 0.23, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, ISRG and LMAT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Lemaitre Vascular (LMAT) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.