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Earnings transcript
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ISRG
Intuitive Surgical, Inc.
$426.7
-1.16
(-0.27%)
| Exchange: | NASDAQ |
| Market Cap: | 150.744B |
| Shares Outstanding: | 16.286M |
Delayed data
About The Company
| Sector: | HealthcareView sector performance | |||||
| Industry: | Medical – Instruments & SuppliesView industry performance | |||||
| CEO: | David J. Rosa | |||||
| Full Time Employees: | 17021 | |||||
| Address: |
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| Website: | https://www.intuitive.com |
Intuitive Surgical, Inc. is a leading medical technology firm dedicated to advancing patient care by developing, producing, and commercializing sophisticated tools. These innovations empower medical professionals to deliver superior, accessible, and less-invasive treatment options to patients both within the United States and across international markets. Its flagship offering, the da Vinci Surgical System, facilitates intricate operations through a minimally disruptive approach. Expanding beyond surgical applications, the company also provides the Ion endoluminal system, designed for diagnostic interventions like minimally invasive lung biopsies. Complementing its primary systems, Intuitive Surgical supplies a comprehensive array of instruments, including stapling tools, energy devices, and essential core components. Furthermore, it offers structured training programs to ensure proficient use of its technology, alongside extensive customer support services encompassing installation, repairs, and ongoing maintenance. The firm also integrates digital capabilities to deliver unified, connected solutions that optimize hospital performance through actionable insights. Established in 1995, Intuitive Surgical maintains its corporate headquarters in Sunnyvale, California.
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Revenue Segmentation
ISRG full analysis
Hey everyone, welcome back to another deep-dive stock analysis. Today we're breaking down Intuitive Surgical, the company behind the da Vinci robotic surgery systems, and what the latest numbers and market reaction really mean for investors. Shares have taken a beating lately, dropping sharply after the Q2 report even though the company beat estimates. The stock sits near a 52-week low after falling more than 16 percent in just the past week and over 33 percent over the trailing twelve…
Industry Peers
| TICKER | COMPANY | MKT CAP | P/E | FWD P/E | ROIC |
|---|---|---|---|---|---|
| ISRG | Intuitive Surgical, Inc. | 150.7B | 47.9 | 39.5 | 15.1% |
 BDX | Becton, Dickinson and Company | 52.2B | 55.3 | 15.1 | 3.7% |
 RMD | ResMed Inc. | 33.6B | 22.0 | 21.5 | 19.1% |
 MDLN | Medline Inc. | 31.5B | 42.2 | 24.1 | 4.0% |
 WST | West Pharmaceutical Services, Inc. | 27.0B | 46.5 | 42.8 | 15.8% |
 SOLV | Solventum Corporation | 14.6B | 10.6 | 12.0 | 15.9% |
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 7,124,100 | 8,352,100 | 10,064,700 |
| Gross Profit | 4,729,500 | 5,634,200 | 6,642,300 |
| EBITDA | 2,413,700 | 3,135,800 | 3,988,500 |
| Operating Income | 1,766,800 | 2,348,900 | 2,945,500 |
| Net Income | 1,798,000 | 2,322,600 | 2,856,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 15,441,500 | 18,838,600 | 20,631,200 |
| Total Liabilities | 2,044,200 | 2,309,000 | 2,689,500 |
| Total Stockholders Equity | 13,307,600 | 16,433,700 | 17,824,000 |
| Total Debt | 0 | 146,000 | 302,800 |
| Cash and Cash Equivalents | 2,750,100 | 2,027,400 | 3,368,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,813,800 | 2,415,000 | 3,030,500 |
| Capital Expenditure | -1,064,200 | -1,111,200 | -539,800 |
| Free Cash Flow | 749,600 | 1,303,800 | 2,490,700 |
| Net Income | 1,817,300 | 2,337,500 | 2,876,600 |
| Net Change in Cash | 1,169,400 | -707,700 | 1,345,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 17,692,026.536 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 19,149,252.661 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 18,399,500 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 7,913,051.976 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 8,635,376.996 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 8,263,736.572 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 5,830,126.864 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 6,461,972.027 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 6,136,884.016 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 4,618,726.902 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 4,999,154.181 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 4,803,421.782 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 16.920 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 17.820 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 16.070 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 12 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 4 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Company profile indicates established presence in healthcare equipment sector with dedicated CEO leadership and full-time employee base supporting operational scale.
- Balance sheet columns reference total stockholders' equity and retained earnings positions, implying potential for internal funding capacity.
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates ISRG intrinsic value between $216.08 – $243.36 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about ISRG valuation
Is Intuitive Surgical, Inc. (ISRG) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Intuitive Surgical, Inc. (ISRG) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is ISRG a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether ISRG trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is ISRG’s P/E ratio?
You can see ISRG’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for ISRG?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is ISRG a good long-term investment?
Whether ISRG fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
ISRG
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Daily snapshot
-0.27
Trading Metrics:
| Open: | 429.19 | Previous Close: | 427.86 | |
| Day Low: | 425.54 | Day High: | 434.62 | |
| Year Low: | 328.57 | Year High: | 603.88 | |
| Price Avg 50: | 390.61 | Price Avg 200: | 440.36 | |
| Volume: | 2.576M | Average Volume: | 2.796M |
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