Research Portal

U.S.-listed market research with live data and structured thesis notes.

Side-by-side research view

Compare names across metrics and research quality

Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

1 stocks in current compare
4 max names side by side
25 shared metrics lined up

Build a compare set

Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.

Clear
Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
ISRG Robotics & Physical AI

Intuitive Surgical

Surgical robotics leader

Detail page

Intuitive is the dominant public surgical robotics franchise and belongs in any serious robotics basket.

Price $378.81
1D change +1.36%
Market cap $135.72B
Sector Healthcare

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

On smaller screens, swipe this table horizontally to compare the full set.

Metric ISRG
Price $378.81
1D Change +1.36%
Market Cap $135.72B
Enterprise Value $128.74B
Trailing P/E 43.5
Forward P/E 31.4
PEG Ratio 1.83x
Price / Sales 12.3
EV / Revenue 11.7
Revenue Growth 18.5%
Earnings Growth 26.5%
Gross Margin 66.7%
Operating Margin 33.6%
Net Margin 28.4%
ROE 17.4%
Free Cash Flow $2.62B
FCF Margin 23.7%
Debt / Equity —
Current Ratio 4.96x
Dividend Yield 0.00%
Next Earnings Oct 20, 2026
Quarterly Revenue $2.89B
Revenue QoQ +4.4%
Quarterly Net Income $818.1M
Net Income QoQ -0.4%

ISRG thesis lens

Surgical robotics leader

Why it could benefit

  • Intuitive is the dominant public surgical robotics franchise and belongs in any serious robotics basket.
  • Its installed base, procedure growth, and recurring instruments model create a stronger moat than most robotics names.
  • This adds a high-quality medical robotics angle that is less tied to data-center spending or industrial cycles.

Moat / edge

  • Large installed base and deep surgeon training ecosystem.
  • Recurring revenue from instruments, accessories, and service.
  • Years of lead time and brand strength in robotic-assisted surgery.

What to watch

  • Procedure growth and system placements.
  • Adoption of newer da Vinci platforms and adjacent products.
  • Gross-margin resilience as the business scales.

Key risks

  • Premium valuation can leave less room for execution misses.
  • Hospital capital-spending cycles still matter.