Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
ISRG
HoldIntuitive Surgical, Inc. · Healthcare · United States · $133.5B · Avg Vol: $1.1B/d
COMPANY DESCRIPTION
Intuitive Surgical, Inc. is the global leader in robotic-assisted surgery, developing and marketing its flagship da Vinci Surgical System and related instruments. Its formidable competitive moat is built upon a vast installed base of systems, deeply embedded clinical workflows, and high switching costs for healthcare providers. Intuitive operates a "razor-and-blades" model, generating recurring revenue from instruments and services, and continuously innovates to expand surgical applications.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 6.2B | 7.1B | 8.4B | 10.1B | 17.4% | 11.0B | 11.8B | 13.2B | 14.7% |
| EPS | — | 3.72 | 5.12 | 6.54 | 8.00 | 29.1% | 8.74 | 9.67 | 10.81 | 16.3% |
| Shares | — | 350.0M | 352.3M | 356.6M | 355.1M | +1.5% | 358.3M | — | — | — |
| Debt | 87.0M | — | — | — | — | — | — | — | — | — |
| Equity | — | 11.0B | 13.3B | 16.4B | 17.8B | 17.3% | — | — | — | — |
| Op CF | — | 1.5B | 1.8B | 2.4B | 3.0B | 26.7% | 3.7B | — | — | — |
| Inv CF | — | 1.4B | -360.1M | -3.3B | 665.8M | — | — | — | — | — |
| Fin CF | — | -2.6B | -287.6M | 150.9M | -2.4B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of ISRG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ISRG | Intuitive Surgical, Inc.(you) | $133.5B | 58 | Hold |
| EL.PA | EssilorLuxottica Société anonyme | $85.9B | 55 | Hold |
| 7741.T | HOYA Corporation | $51.0B | 68 | Buy |
| ALC | Alcon Inc. | $34.8B | 52 | Hold |
| BDX | Becton, Dickinson and Company | $51.6B | 75 | Buy |
| SRT3.DE | Sartorius Aktiengesellschaft | $20.3B | 55 | Hold |
| DIM.PA | Sartorius Stedim Biotech S.A. | $22.3B | 53 | Hold |
| MDLN | Medline Inc. | $47.5B | 32 | Sell |
| WST | West Pharmaceutical Services, Inc. | $23.7B | 74 | Buy |
| RGEN | Repligen Corporation | $9.9B | 54 | Hold |
Peer medians: ROE 2.0% · P/E 24.1x · Gross margin 52.5%