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Earnings transcript
Read the complete earnings call transcript.
ISRG
Intuitive Surgical, Inc.
$452.07
-12.38
(-2.67%)
| Exchange: | NASDAQ |
| Market Cap: | 160.544B |
| Shares Outstanding: | 16.286M |
About The Company
| Sector: | Healthcare | |||||
| Industry: | Medical – Instruments & Supplies | |||||
| CEO: | David J. Rosa | |||||
| Full Time Employees: | 15638 | |||||
| Address: |
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| Website: | https://www.intuitive.com |
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. The company offers the da Vinci Surgical System to enable complex surgery using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic procedures enabling minimally invasive biopsies in the lung. It also provides a suite of stapling, energy, and core instrumentation for its surgical systems; progressive learning pathways to support the use of its technology; a complement of services to its customers, including support, installation, repair, and maintenance; and integrated digital capabilities providing unified and connected offerings, streamlining performance for hospitals with program-enhancing insights. The company was incorporated in 1995 and is headquartered in Sunnyvale, California.
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Revenue Segmentation
EPS
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Earnings Call
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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 | 2,169,000 | 2,810,900 | 3,622,600 |
| 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 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 18,069,459.263 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 19,961,352.588 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 18,889,900 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 6,094,565.297 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 6,732,673.347 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 6,371,288.002 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 5,662,617.495 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 6,444,011.123 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 6,001,477.225 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 4,717,260.481 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 5,211,163.120 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 4,931,446.894 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 16.550 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 17.770 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 15.610 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 11 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 5 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates ISRG intrinsic value between $53.00 – $366.43 per share. This depends on revenue growth, margins, and discount rate.
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Common questions about ISRG valuation
Is ISRG (ISRG) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for ISRG (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.
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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?
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ISRG
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-2.67
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