Added to YB: 2026-07-21
Pitch date: 2026-07-18
ISRG [bullish]
Intuitive Surgical, Inc.
+1.78%
current return
Author Info
No bio for this author
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
$122.3B
Pitch Price
$347.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.01
P/E
39.61
EV/Sales
10.30
Sector
Health Care Equipment and Supplies
Category
growth
$ISRG - One of the highest-quality compounders in healthcare
ISRG: Best-in-class healthcare compounder, de-rated ~40% ($604→mid-$350s), 20th pctile of decade valuation. Razor/blade model, 84% recurring rev, $10.06B FY25 (+20.5%), ~29% ROIC ex-cash, zero debt, ~$9B cash. Runway: 3.1M procedures vs ~9M TAM. dV5 upgrade cycle. Quality-at-a-price, not cheap.
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