ISRG vs. MCK: Intuitive Surgical vs. McKesson Stock Comparison
How do Intuitive Surgical (ISRG) and McKesson (MCK) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Intuitive Surgical (ISRG) and McKesson (MCK) both fall under the Health Care Equipment & Services industry group, but ISRG is classified in Health Care Equipment & Supplies while MCK is classified in Health Care Providers & Services.
| Profile Item | ISRG | MCK |
|---|---|---|
| Name | Intuitive Surgical, Inc. | McKesson Corporation |
| Country/Region | United States | United States |
| GICS Sector | Health Care | Health Care |
| GICS Industry Group | Health Care Equipment & Services | Health Care Equipment & Services |
| GICS Industry | Health Care Equipment & Supplies | Health Care Providers & Services |
| GICS Sub-Industry | Health Care Equipment | Health Care Distributors |
| Market Capitalization | 123.98 billion USD | 97.04 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 16, 2000 | November 10, 1994 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ISRG | MCK |
|---|---|---|
| Total Return (1Y) | -32.17% | 17.01% |
| Total Return (3Y, Annualized) | 1.31% | 26.58% |
| Total Return (5Y, Annualized) | 2.13% | 33.94% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Intuitive Surgical (ISRG) has an aggressive beta of 1.46, indicating higher sensitivity to broad-market moves, while McKesson (MCK) is defensive at 0.31 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | ISRG | MCK |
|---|---|---|
| Volatility (1Y, Annualized) | 35.38% | 30.21% |
| Beta (5Y) | 1.46 | 0.31 |
| Max Drawdown (5Y) | -49.90% | -27.17% |
| Avg. Volume (3M) | 2.84M | 1.18M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ISRG | MCK |
|---|---|---|
| Sharpe Ratio (1Y) | -1.02 | 0.43 |
| Sortino Ratio (1Y) | -1.39 | 0.70 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Intuitive Surgical (ISRG) earns 17.42% on shareholders’ equity, ranked against its industry; McKesson (MCK) has no ROE this period.
ISRG
Health Care Equipment & Services industry group
17.42%
- Max
- 53.65%
- ISRG
- 17.42%
- Q3
- 13.93%
- Median
- 3.71%
- Q1
- -16.92%
- Min
- -59.21%
MCK
Health Care Equipment & Services industry group
--
- Max
- 53.65%
- Q3
- 13.93%
- Median
- 3.71%
- Q1
- -16.92%
- Min
- -59.21%
- MCK
- --
Net Margin (TTM)
Intuitive Surgical (ISRG) at 28.45% retains a top-quartile share of revenue as profit, ahead of McKesson (MCK) at 1.18%, which keeps about the industry-typical share.
ISRG
Health Care Equipment & Services industry group
28.45%
- Max
- 30.40%
- ISRG
- 28.45%
- Q3
- 8.56%
- Median
- 1.55%
- Q1
- -9.20%
- Min
- -34.34%
MCK
Health Care Equipment & Services industry group
1.18%
- Max
- 30.40%
- Q3
- 8.56%
- Median
- 1.55%
- MCK
- 1.18%
- Q1
- -9.20%
- Min
- -34.34%
Operating Margin (TTM)
Intuitive Surgical (ISRG) at 33.75% operates in the top operating margin quartile, ahead of McKesson (MCK) at 2.21%, which runs around its industry’s norm.
ISRG
Health Care Equipment & Services industry group
33.75%
- Max
- 37.54%
- ISRG
- 33.75%
- Q3
- 12.86%
- Median
- 5.54%
- Q1
- -4.10%
- Min
- -25.61%
MCK
Health Care Equipment & Services industry group
2.21%
- Max
- 37.54%
- Q3
- 12.86%
- Median
- 5.54%
- MCK
- 2.21%
- Q1
- -4.10%
- Min
- -25.61%
Profitability Metrics
| Metric | ISRG | MCK |
|---|---|---|
| ROE (TTM) | 17.42% | -- |
| ROA (TTM) | 10.54% | 4.99% |
| Net Margin (TTM) | 28.45% | 1.18% |
| Operating Margin (TTM) | 33.75% | 2.21% |
| Gross Margin (TTM) | 66.77% | 3.60% |
Growth
Revenue Growth
Intuitive Surgical (ISRG) at 20.51% sits in the top revenue growth quartile, while McKesson (MCK) at 12.36% is closer to the peer norm — faster top-line expansion for ISRG.
EPS Growth
McKesson (MCK) at 49.22% sits in the top EPS growth quartile, while Intuitive Surgical (ISRG) at 22.59% is closer to the peer norm — faster per-share earnings growth for MCK.
Growth Metrics
| Metric | ISRG | MCK |
|---|---|---|
| Revenue Growth (YoY) | 20.51% | 12.36% |
| Revenue Growth (3Y CAGR) | 17.39% | 13.39% |
| EPS Growth (YoY) | 22.59% | 49.22% |
| EPS Growth (3Y CAGR) | 29.19% | 15.31% |
Financial Strength
Current Ratio (MRQ)
Intuitive Surgical (ISRG) at 6.43 carries current ratio above its industry’s typical mid-range, while McKesson (MCK) at 0.85 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
ISRG
Health Care Equipment & Services industry group
6.43
- Max
- 7.79
- ISRG
- 6.43
- Q3
- 4.32
- Median
- 2.03
- Q1
- 1.34
- Min
- 0.04
MCK
Health Care Equipment & Services industry group
0.85
- Max
- 7.79
- Q3
- 4.32
- Median
- 2.03
- Q1
- 1.34
- MCK
- 0.85
- Min
- 0.04
Debt / Equity (MRQ)
Neither Intuitive Surgical (ISRG) nor McKesson (MCK) reports a debt-to-equity ratio value for this period, so a direct comparison isn’t possible.
ISRG
Health Care Equipment & Services industry group
--
- Max
- 2.02
- Q3
- 0.99
- Median
- 0.58
- Q1
- 0.15
- Min
- 0.00
- ISRG
- --
MCK
Health Care Equipment & Services industry group
--
- Max
- 2.02
- Q3
- 0.99
- Median
- 0.58
- Q1
- 0.15
- Min
- 0.00
- MCK
- --
Financial Strength Metrics
| Metric | ISRG | MCK |
|---|---|---|
| Current Ratio (MRQ) | 6.43 | 0.85 |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -2.07 | 0.70 |
Dividends
Dividend Yield (TTM)
Intuitive Surgical (ISRG) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile McKesson (MCK) reports a yield of 0.38%, ranking against industry peers normally.
ISRG
Health Care Equipment & Services industry group
0.00%
- ISRG
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MCK
Health Care Equipment & Services industry group
0.38%
- MCK
- 0.38%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Intuitive Surgical (ISRG) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile McKesson (MCK) reports a payout of 8.26%, ranking against industry peers normally.
ISRG
Health Care Equipment & Services industry group
0.00%
- ISRG
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MCK
Health Care Equipment & Services industry group
8.26%
- MCK
- 8.26%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ISRG | MCK |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.38% |
| Dividend Payout Ratio (TTM) | 0.00% | 8.26% |
Valuation
P/E Ratio (TTM)
Both Intuitive Surgical (ISRG) at 40.47 and McKesson (MCK) at 21.65 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
ISRG
Health Care Equipment & Services industry group
40.47
- Max
- 73.47
- Q3
- 45.86
- ISRG
- 40.47
- Median
- 30.56
- Q1
- 21.37
- Min
- 0.91
MCK
Health Care Equipment & Services industry group
21.65
- Max
- 73.47
- Q3
- 45.86
- Median
- 30.56
- MCK
- 21.65
- Q1
- 21.37
- Min
- 0.91
P/S Ratio (TTM)
McKesson (MCK) at 0.24 sits in the cheaper P/S ratio quartile while Intuitive Surgical (ISRG) at 11.24 prices above its industry range — a wide gap in sales valuation between them.
ISRG
Health Care Equipment & Services industry group
11.24
- ISRG
- 11.24
- Max
- 8.58
- Q3
- 4.23
- Median
- 2.05
- Q1
- 1.10
- Min
- 0.04
MCK
Health Care Equipment & Services industry group
0.24
- Max
- 8.58
- Q3
- 4.23
- Median
- 2.05
- Q1
- 1.10
- MCK
- 0.24
- Min
- 0.04
P/B Ratio (MRQ)
McKesson (MCK) reports a negative P/B ratio of -45.79, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Intuitive Surgical (ISRG) reports 7.10, ranking against industry peers normally.
ISRG
Health Care Equipment & Services industry group
7.10
- Max
- 12.13
- ISRG
- 7.10
- Q3
- 5.82
- Median
- 2.96
- Q1
- 1.56
- Min
- -2.02
MCK
Health Care Equipment & Services industry group
-45.79
- Max
- 12.13
- Q3
- 5.82
- Median
- 2.96
- Q1
- 1.56
- Min
- -2.02
- MCK
- -45.79
Valuation Metrics
| Metric | ISRG | MCK |
|---|---|---|
| P/E Ratio (TTM) | 40.47 | 21.65 |
| P/S Ratio (TTM) | 11.24 | 0.24 |
| P/B Ratio (MRQ) | 7.10 | -45.79 |
| Free Cash Flow Yield (TTM) | -- | 5.83% |