CHARGED ALPHA
Stock Detail
Stock Library / ISRG
ISRG Healthcare

Intuitive Surgical

Live stock metrics, chart context, a quarter-by-quarter YouTube archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Quarters tracked
1
YouTube quarters live
0
Latest video
Pending
YouTube available
No
Current price
$469.21
+9.21 (+2.00%)
Trailing / Forward P/E
59.54x
Forward: 41.06x
Market cap / Volume
Volume:
Revenue / Earnings Growth
18.8%
Earnings: 16.6%
Margins
30.1% op
Gross: 66.0% · Net: 28.4%
Balance sheet
4.88x current
Debt / Equity: 0.9
52-week range / Beta
$427.84 - $603.88
Beta: 1.68
Analyst target
$591.51
Upside: 26.1%
Cash / shareholder return
1.37% FCF yield
Dividend yield: —

Company context

Industry: Medical Instruments & Supplies
Country: United States
Employees:
Price to book: 9.35x
Return on equity: 16.7%
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. It offers the da Vinci Surgical System that enables surgical procedures using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic endoluminal procedures enabling minimally invasive biopsies in the lung. The company also provides a suite of stapling, energy, and core instrumentation for its multi-port da Vinci surgical systems; progressive learning pathways to support the use of its technology; infrastructure of customer service and support specialists, a complement of services to its customers, including installation, repair, maintenance, 24/7 technical support, and proactive system health monitoring; and integrated digital capabilities providing connected offerings, streamlining performance for hospitals with program-enhancing insights. It sells its products through direct sales organizations, such as capital and clinical sales teams. Intuitive Surgical, Inc. was incorporated in 1995 and is headquartered in Sunnyvale, California.

Price chart

Market context for ISRG

Competitive view

ISRG vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Intuitive Surgical
ISRG
Latest video
YouTube link pending
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
UnitedHealth Group
UNH
YouTube
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Merck & Co.
MRK
YouTube
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
ISRG
$166.65B
Intuitive Surgical
UNH
$294.66B
UnitedHealth Group
MRK
$294.39B
Merck & Co.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
ISRG
59.5x
Intuitive Surgical
UNH
24.5x
UnitedHealth Group
MRK
16.4x
Merck & Co.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
ISRG
41.1x
Intuitive Surgical
UNH
16.1x
UnitedHealth Group
MRK
12.2x
Merck & Co.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
ISRG
18.8%
Intuitive Surgical
UNH
12.3%
UnitedHealth Group
MRK
5.0%
Merck & Co.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
ISRG
16.6%
Intuitive Surgical
UNH
-99.9%
UnitedHealth Group
MRK
-19.3%
Merck & Co.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
ISRG
30.1%
Intuitive Surgical
UNH
0.3%
UnitedHealth Group
MRK
32.8%
Merck & Co.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
ISRG
66.0%
Intuitive Surgical
UNH
18.5%
UnitedHealth Group
MRK
77.2%
Merck & Co.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
ISRG
28.4%
Intuitive Surgical
UNH
2.7%
UnitedHealth Group
MRK
28.1%
Merck & Co.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
ISRG
16.7%
Intuitive Surgical
UNH
12.5%
UnitedHealth Group
MRK
36.9%
Merck & Co.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
ISRG
1.4%
Intuitive Surgical
UNH
4.7%
UnitedHealth Group
MRK
4.0%
Merck & Co.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
ISRG
0.95x
Intuitive Surgical
UNH
81.62x
UnitedHealth Group
MRK
95.96x
Merck & Co.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
ISRG
4.88x
Intuitive Surgical
UNH
0.79x
UnitedHealth Group
MRK
1.54x
Merck & Co.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
ISRG
1.68
Intuitive Surgical
UNH
0.41
UnitedHealth Group
MRK
0.28
Merck & Co.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
ISRG
Intuitive Surgical
UNH
2.8%
UnitedHealth Group
MRK
2.8%
Merck & Co.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
ISRG
26.1%
Intuitive Surgical
UNH
11.0%
UnitedHealth Group
MRK
9.0%
Merck & Co.

YouTube timeline

Quarterly archive for ISRG

Each row is one quarter. Only the YouTube link is shown here for now.

Q1 2026
Video pending
Pending link content complete
Quarterly earnings-analysis entry for Intuitive Surgical. Use the YouTube link on the right to jump straight into that quarter's video when it is live.
No verified YouTube link yet