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Stryker (SYK) Value Investing Data

🇺🇸SYK

As of 2026-07-24 · Last updated: 2026-07-25 · Source: SEC EDGAR (10-K), stockanalysis (price, consensus, TTM metrics), Yahoo Finance (fiscal year-end closes), Company IR · Prices & financials updated periodically (not real-time) · Information tool (not investment advice)

Stryker (SYK) Financial Health Check
In short: A financially solid, high-quality company
Does it earn well?
Yes, solidly
It generates steady profit relative to the capital invested.
Metrics · ROE 15.2% · Operating Margin 22.5% · Net Margin 13.2%
Will the company survive?
Low debt burden — stable
Debt is smaller than equity and it can meet short-term obligations.
Metrics · D/E ~66% · Current Ratio 2.11
Is the price expensive now?
On the expensive side
Even accounting for growth expectations, the price is set high.
Metrics · P/E 38.2 · P/B 5.5

No.1 in orthopedics at 22.5% operating margin, 15.2% ROE, D/E 0.66. But equity is mostly acquired goodwill — tangible equity is negative.

Compiled from public financial data. Not a recommendation to buy or sell any security. · Source: stockanalysis (margins, ROE, P/B are TTM; operating margin on stockanalysis basis) · P/E on the July 24 close, as of 2026-07-24

Business Summary · Key Value Metrics
A medical-technology leader in orthopedic implants (hip, knee), the Mako surgical robot, and medical/surgical equipment. Grown through M&A, it earns recurring revenue from installed Mako systems and the implants they consume. TTM revenue $25.27B, operating margin 22.5%, ROE 15.2%.
Current Price
$330.25
+3.54% +$11.28 · Close 2026-07-24
Analyst Consensus Target (external reference)
$386.52
Avg. of 27 external analysts · stockanalysis (27-analyst consensus, Buy · high $465 / low $315)
P/E (TTM)
38.2x
TTM · premium to peers
Operating margin
22.5%
TTM · best of ortho three
ROE
15.2%
TTM · on acquired intangibles
Net margin
13.2%
TTM
Dividend yield
1.10%
quarterly dividend
Market cap
$126.6B
as of 2026-07-24

Economic Moat · Key Business Segments

SYK's moat is switching costs in orthopedic implants plus the Mako installed base. Surgeons trained on a given implant and system rarely switch, and a hospital that adopts Mako is tied to its CT-based planning and Stryker-only implants. Over 1.5 million procedures run on 3,000-plus Mako systems. Implants and surgery are aging-driven essential demand, defensive through downturns (Source: company IR, stockanalysis).

Mako installed-base lock-in3,000+ systems, 1.5M+ procedures. CT planning and dedicated implants tie hospitals in.
Surgeon switching costsOnce trained on an implant and system, surgeons rarely switch. Preference drives revenue.
Aging essential demandHip and knee implants are non-cyclical essential care. Defensive in a downturn.
M&A roll-up scaleAcquisitions built a No.1 franchise across ortho, surgical equipment, and neurotech.

10-Year Financial Trends

Revenue compounded at a 9-year CAGR of +9.3% ($11.3B in 2016 to $25.1B in 2025), with operating income +9.4%. Two middle years are tax-distorted: 2017 EPS ($2.68) was depressed by a $1,043M TCJA transition tax, and 2018 EPS ($9.34) was inflated by a $1,197M IP-transfer tax benefit (that year's 57.8x and 16.8x P/E mirror the distortion). Excluding those, operating margin runs 15-19%. In Q1 2026 a cyberattack delayed shipments, slowing revenue growth to +2.6%, though the company reaffirmed full-year guidance (Source: SEC EDGAR 10-K, company IR, stockanalysis).

10-Year Growth

Revenue$25.1B · CAGR +9.2%
$25.1B$0.0B20162025
Operating Income$4.9B · CAGR +9.4%
$4.9B$0.0B20162025
EPS$8.40 · CAGR +7.6%
$9.34$0.0020162025

10-Year Valuation

P/E (year-end)41.8x · avg 41.4x
60.4x14.7x20162025
ROE15.1% · avg 16.7%
33.8%9.3%20162025
Operating Margin19.5% · avg 17.5%
19.7%14.9%20162025
📊 Annual Data Table (SYK) — expand/collapse
YearRevenue (B$)Op. Income (B$)EPS ($)P/E (x)ROE (%)Op. Margin (%)
201611.332.184.3527.517.219.2
201712.442.32.6857.810.418.5
201813.62.549.3416.832.718.7
201914.882.715.4838.31718.2
202014.352.224.258.312.415.5
202117.112.585.2151.314.315.1
202218.452.846.1739.61515.4
202320.53.898.2536.31819
202422.63.697.7646.415.316.3
202525.124.898.441.815.119.5

Recent Quarterly Operating Income

Quarterly operating income YoY growth:

2021 +19%2022 +8%2023 +11%2024 +10%2025 +11%26Q1 +3%

9-Year CAGR: Revenue +9.3% · Operating Income +9.4% · Net Income +7.8% · EPS +7.6%

Source: SEC EDGAR 10-K (revenue, operating income, net income, diluted EPS, equity, goodwill, intangibles, tax); fiscal year-end closes from Yahoo Finance; cross-checked against stockanalysis. P/E is year-end close ÷ diluted EPS and matches stockanalysis to the decimal for 2021-2025. 2017 was a TCJA transition tax and 2018 an IP-transfer tax benefit. Note: TTM operating margin in the tiles (22.5%) is on the stockanalysis basis; the series (15-19%) is the EDGAR basis.

Mega-Cap Value Metric Comparison

SYK's 22.5% operating margin and 15.2% ROE lead ortho peers Medtronic (20.0%, 9.8%) and Zimmer Biomet (17.5%, 6.1%), and its 38.2x P/E reflects that edge. But SYK's equity is filled with acquired goodwill and intangibles — tangible equity is negative — so ROE and P/B need care (Source: stockanalysis, company IR).

Metric★ SYKMDTZBH
P/E (TTM)38.222.323.7
Operating margin22.5%20.0%17.5%
ROE15.2%9.8%6.1%
Revenue (TTM)$25.3B$36.4B$8.4B
Dividend yield1.10%3.46%1.07%

P/E, margins, ROE, revenue are TTM · Source: stockanalysis, retrieved 2026-07-24.

Key Risk Factors (from 10-K)

Equity quality (goodwill impairment risk) Grown by M&A roll-up, goodwill plus intangibles ($25.0B) exceed equity ($22.4B), leaving tangible equity around -$2.6B. The 15.2% ROE sits on acquired intangibles, and weak acquired businesses could trigger a goodwill write-down hitting GAAP earnings.Source: SEC EDGAR 10-K
Rich valuation The 38.2x GAAP P/E is a market premium. It falls to ~22x adjusted for intangible amortization (~$6/share), but that amortization is a real, recurring cost, so the adjusted figure should not be taken at face value.Source: stockanalysis, company IR
Cyberattack and slowdown A Q1 2026 cyberattack delayed shipments, slowing revenue growth to +2.6% (the cause of the -18% drawdown). It looks one-off, but the recovery pace is a variable. GLP-1 impact on joint-surgery demand is a long-term watch item.Source: company IR, industry reports
Tax one-off years 2017 (TCJA transition tax) and 2018 (IP-transfer tax benefit) EPS and P/E are distorted and should be excluded when reading the series.Source: SEC EDGAR 10-K
✦ ValueCrab Dashboard PreviewSYK $330.25 +3.54% · as of 2026-07-24
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Value Investing FAQ (SYK)

Q. What are the key value metrics for Stryker (SYK)?P/E (TTM) 38.2, operating margin 22.5%, ROE 15.2%, net margin 13.2%, dividend yield 1.10%, and a 9-year revenue CAGR of +9.3% (Source: stockanalysis, SEC EDGAR, as of 2026-07-24).
Q. What does negative tangible equity mean?Book equity ($22.4B) is positive, but subtracting acquired goodwill and intangibles ($25.0B) leaves 'tangible equity' around -$2.6B. That's typical of an M&A-built company. It's fine while the business performs, but weak acquired units would require a goodwill write-down that cuts earnings.
Q. Isn't a 38x P/E expensive?It is a market premium. Adjusted for intangible amortization (~$6/share) the P/E drops to about 22x, but that amortization is a real recurring cost, so don't take the adjusted figure at face value. The premium rests on peer-leading 22.5% margins and 15.2% ROE.
Q. Why a crash-buy candidate?Hip and knee implants and surgery are aging-driven essential care, defensive even in a recession. Mako installed base and surgeon switching costs make revenue sticky. It's expensive at 38x now, but the idea is to accumulate an essential-care franchise on a crash. ValueCrab does not provide buy/sell judgments.

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