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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 $452.80
1D change -3.36%
Market cap $159.96B
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.

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Metric ISRG
Price $452.80
1D Change -3.36%
Market Cap $159.96B
Enterprise Value $153.05B
Trailing P/E 54.8
Forward P/E 36.3
PEG Ratio 2.04x
Price / Sales 13.8
EV / Revenue 13.2
Revenue Growth 21.7%
Earnings Growth -23.6%
Gross Margin 66.6%
Operating Margin 33.3%
Net Margin 25.5%
ROE 17.9%
Free Cash Flow $3.43B
FCF Margin 29.7%
Debt / Equity —
Current Ratio 3.33x
Dividend Yield 0.00%
Next Earnings Jan 21, 2027
Quarterly Revenue $3.05B
Revenue QoQ +5.4%
Quarterly Net Income $522.8M
Net Income QoQ -36.1%

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.