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Earnings transcript
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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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Key takeaways
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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) | 18,308,728.569 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 20,049,306.341 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 19,036,900 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 6,175,267.348 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 6,762,338.866 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 6,420,868.960 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 5,801,850.771 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 6,527,551.814 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 6,105,448.807 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 4,779,724.754 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 5,234,124.558 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 4,969,823.100 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 16.830 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 18 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 16 | 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) | 4 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Market Leadership in Robotic Surgery: Intuitive Surgical, Inc. holds a dominant position in the medical robotics industry, specifically within the healthcare equipment and supplies sector, as evidenced by its strong market capitalization and consistent revenue growth reflected in historical income statements. Its flagship da Vinci Surgical System continues to drive innovation in minimally invasive procedures.
- Robust Financial Performance: The company demonstrates strong financial health with consistent growth in revenue, gross profit, and net income over recent years, as per income statement data. High gross and net profit margins (from key metrics) indicate operational efficiency and pricing power in its niche market.
- Solid Cash Position and Free Cash Flow: Balance sheet data highlights significant cash and cash equivalents alongside strong free cash flow generation (from cash flow statements), providing financial flexibility for R&D and potential strategic investments without reliance on excessive debt (low debt-to-equity ratio from key metrics).
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At what price to buy it? -
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.
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
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-2.67
Trading Metrics:
| Open: | 456.26 | Previous Close: | 464.45 | |
| Day Low: | 450.4 | Day High: | 463.93 | |
| Year Low: | 425 | Year High: | 603.88 | |
| Price Avg 50: | 489.67 | Price Avg 200: | 506.32 | |
| Volume: | 1.645M | Average Volume: | 1.969M |
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Login — it's freeISRG full analysis
Welcome to MARKETSNAP’s SWOT analysis for Intuitive Surgical, the powerhouse behind robotic-assisted surgery systems. If you’re a long-term investor looking to dig into a company that’s shaping the future of healthcare, you’ve come to the right place. Today, we’re breaking down Intuitive Surgical—known by its ticker ISRG—through a detailed lens, covering their strengths, weaknesses, opportunities, and threats, while weaving in the latest financials and trends to keep you in the loop. Let’s dive in and see if this stock deserves…
