Added to YB: 2025-10-21
Pitch date: 2025-10-18
ISRG [neutral]
Intuitive Surgical, Inc.
+19.85%
current return
Author Info
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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
$197.1B
Pitch Price
$452.50
Price Target
471.10 (-13%)
Dividend
N/A
EV/EBITDA
55.80
P/E
73.55
EV/Sales
20.00
Sector
Health Care Equipment and Supplies
Category
growth
Deep Dive Brief: Intuitive Surgical
ISRG (overview): Surgical robotics monopoly w/ 9900+ systems, 55x P/E but 20% revenue growth, 67% gross margins, 22% FCF margin, $5.3B cash/no debt. 12% penetration of 20M addressable procedures, expanding into lung diagnostics. Razor-blade model: 73% recurring revenue from instruments/services. DCF shows fair value.
Read full article (11 min)