Added to YB: 2024-08-28
Pitch date: 2024-08-26
ISRG [neutral]
Intuitive Surgical, Inc.
+15.91%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their newsletter.
Company Info
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.
Market Cap
$198.3B
Pitch Price
$478.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.17
P/E
74.03
EV/Sales
20.14
Sector
Health Care Equipment and Supplies
Category
growth
#48 World's best stocks - Ep.2 - Intuitive Surgical, Inc.
ISRG (pass - high valuation): Robotic surgery leader, 14% 10Y rev CAGR, 21% ROIC, 831% 10Y return. Strong balance sheet, high margins. Concerns: steep 69x fwd P/E vs 15% EPS growth, uncertain long-term market evolution for surgical robotics. High valuation assumes sustained growth.
Read full article (2 min)