Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System that enables surgical procedures using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic endoluminal procedures enabling minimally invasive biopsies in the lung. It also provides a suite of stapling, energy, and core instrumentation for its multi-port da Vinci surgical systems; progressive learning pathways to support the use of its technology; infrastructure of service and support specialists, a complement of services to its customers, including installation, repair, maintenance, 24/7 technical support, and proactive system health monitoring; and integrated digital capabilities providing connected offerings, streamlining performance for hospitals with program-enhancing insights. The company sells its products through direct sales organizations, such as capital and clinical sales teams. Intuitive Surgical, Inc. was incorporated in 1995 and is headquartered in Sunnyvale, California.
Tariff Turbulence | Potential 25% tariffs on Mexican imports could impact gross margins by 200 basis points, posing a significant challenge to ISRG's profitability |
Analyst Outlook | Consensus remains positive with price targets ranging from $510 to $687, reflecting confidence in ISRG's growth potential and market leadership |
Financial Fortitude | Q4 2024 saw robust performance with 17.24% YoY revenue growth and 67.46% gross margin, though the stock trades above its Fair Value |
Robotic Surgery Giant | Intuitive Surgical dominates the robotic-assisted surgery market with its da Vinci systems, boasting a $172.78 billion market cap and strong financial health |
Metrics to compare | ISRG | Sector Sector - Average of metrics from a broad group of related Healthcare sector companies | Relationship RelationshipISRGPeersSector | |
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P/E Ratio | 73.8x | −2.3x | −0.5x | |
PEG Ratio | 2.65 | 0.00 | 0.00 | |
Price / Book | 10.4x | 1.4x | 2.6x | |
Price / LTM Sales | 20.5x | 3.6x | 2.9x | |
Upside (Analyst Target) | 32.5% | 76.0% | 60.8% | |
Fair Value Upside | Unlock | 18.0% | 10.8% | Unlock |