Intuitive Surgical Inc. (ISRG)$438.10
Market Cap: 190.61 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Intuitive Surgical Inc. (ISRG).
HEALTHCARE
MEDICAL INSTRUMENTS & SUPPLIES
DCF ready
Valuation
75.2x
EV/FCF, 1.3% FCF yield
Quality
16.0%
ROIC, 24.7% FCF margin
Growth
18.2%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 4.9x current ratio
Superinvestors
3
Top: Polen Capital Management (1.9%)
Strengths to research
- Revenue compounded at 18.2% over five years.
- Free cash flow compounded at 16.9% over five years.
- ROIC is strong at 16.0%.
- Free cash flow margin is healthy at 24.7%.
Watchouts
- P/E is elevated at 55.7x.
- P/FCF is elevated at 76.5x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for ISRG.
Grade B
68
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| ISRG Target | Intuitive Surgical Inc. | $190.6B | 55.7x | 75.2x | 16.0% | 18.2% | 24.7% | 66.0% | -0.9x | N/A |
| MRK | Merck & Co. | $208.5B | 16.8x | 15.7x | 34.7% | 9.4% | 19.0% | N/A | N/A | N/A |
| NVS | Novartis AG | $223.3B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| TMO | Thermo Fisher Scientific | $159.4B | 25.3x | 30.0x | 7.3% | 6.7% | 14.1% | N/A | 3.3x | N/A |
| ABT | Abbott Labs | $230.7B | 23.5x | 31.8x | 10.0% | 5.1% | 16.7% | N/A | 0.5x | N/A |
| BSX | Boston Scientific | $154.2B | 29.8x | 41.6x | 11.9% | 15.2% | 18.2% | 69.0% | -0.4x | N/A |
| AMGN | Amgen | $150.6B | 23.8x | 24.2x | 12.2% | 7.6% | 22.0% | N/A | 3.2x | N/A |
| SYK | Stryker Corp. | $145.6B | 37.7x | 33.0x | 14.5% | 11.8% | 17.1% | 64.0% | -0.6x | N/A |
| DHR | Danaher Corp. | $141.3B | 34.1x | 29.5x | 5.1% | 2.0% | 21.4% | 59.1% | 2.5x | N/A |
Financial Charts
No financial data available for ISRG (annual).
3 superinvestors own ISRG
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Polen Capital Management Polen Capital Management | 606,826 | $280M | 1.94% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 99,885 | $46M | 0.47% | 0.0% |
| Dodge & Cox Dodge & Cox | 500 | $230,000 | 0.00% | 0.0% |