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 · $143.3B · 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% | 10.6B | 11.7B | 13.3B | 14.8% |
| EPS | — | 3.72 | 5.12 | 6.54 | 8.00 | 29.1% | 8.24 | 9.33 | 10.56 | 14.9% |
| Shares | — | 350.0M | 352.3M | 356.6M | 355.1M | +1.5% | 354.2M | — | — | — |
| 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% | 3.4B | — | — | — |
| 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) | $143.3B | 59 | HOLD |
| 7741.T | HOYA Corporation | $52.9B | 63 | HOLD |
| EL.PA | EssilorLuxottica Société anonyme | $88.4B | 39 | HOLD |
| ALC | Alcon Inc. | $33.1B | 57 | HOLD |
| MDLN | Medline Inc. | $69.3B | 34 | SELL |
| BDX.MX | Becton, Dickinson and Company | $41.3B | 74 | BUY |
| 4543.T | Terumo Corporation | $20.2B | 67 | BUY |
| SRT.DE | Sartorius Aktiengesellschaft | $14.5B | 55 | HOLD |
| RMD | ResMed Inc. | $29.1B | 78 | BUY |
| COLO-B.CO | Coloplast A/S | $13.1B | 62 | HOLD |
Peer medians: ROE 2.7% · P/E 22.8x · Gross margin 49.2%