Skip to main content
GoodMoatv1.2
Sign in
ISRG logo

ISRG

Compare

Intuitive Surgical Inc

Exchange: NASDAQSector: HealthcareIndustry: Medical Instruments & Supplies

Intuitive, headquartered in Sunnyvale, California, is a global leader in minimally invasive care and the pioneer of robotic surgery. Our technologies include the da Vinci surgical system and the Ion endoluminal system. By uniting advanced systems, progressive learning, and value-enhancing services, we help physicians and their teams optimize care delivery to support the best outcomes possible. At Intuitive, we envision a future of care that is less invasive and profoundly better, where disease is identified early and treated quickly, so that patients can get back to what matters most. About da Vinci Surgical Systems There are several models of the da Vinci Surgical System. The da Vinci surgical systems are designed to help surgeons perform minimally invasive surgery and offer surgeons high-definition 3D vision, a magnified view, and robotic and computer assistance. They use specialized instrumentation, including a miniaturized surgical camera and wristed instruments (i.e., scissors, scalpels, and forceps) that are designed to help with precise dissection and reconstruction deep inside the body. About the Ion Endoluminal System The Ion Endoluminal System (Model IF1000) assists the user in navigating a catheter and endoscopic tools in the pulmonary tract using endoscopic visualization of the tracheobronchial tree for diagnostic and therapeutic procedures. The Ion Endoluminal System enables fiducial marker placement. It does not make a diagnosis and is not for pediatric use. Information provided by the Ion Endoluminal System or its components should be considered guidance only and not replace clinical decisions made by a trained physician.

Did you know?

A large-cap company with a $159.7B market cap.

Current Price

$450.62

-0.95%

GoodMoat Value

$225.00

50.1% overvalued
Profile
Valuation (TTM)
Market Cap$159.74B
P/E55.93
EV$163.53B
P/B8.96
Shares Out354.50M
P/Sales15.87
Revenue$10.06B
EV/EBITDA38.76

Intuitive Surgical Inc (ISRG) Company Profile

GoodMoat Analysis

Based on data as of March 26, 2026

Intuitive Surgical is a high-quality, dominant business with a strong competitive moat in robotic-assisted surgery, but its current valuation appears extremely demanding. The stock trades at a P/E of 58.3x, far above typical value investor thresholds, and a GoodMoat target of $225 suggests significant caution.

Read full analysis
Intuitive Surgical designs, manufactures, and sells the da Vinci robotic surgical systems, along with the accompanying instruments and accessories. Its primary customers are hospitals and surgical centers, which pay a high upfront cost for the system and then generate recurring revenue for Intuitive through high-margin consumables for each procedure. This creates a classic 'razor-and-blades' business model. Using the GoodMoat framework, the company exhibits several durable advantages: significant Switching Costs (hospitals invest heavily in surgeon training and system integration), Technology Leadership as the pioneer and volume leader, and a powerful Strategic Partnership ecosystem with hospitals. However, the current investment case is dominated by valuation concerns. With a P/E of 58.3 and a price far above the provided GoodMoat target, the stock fails the Valuation Assessment's margin of safety principle. While the business shows strong Quality Indicators like a 28.4% profit margin and 18.8% revenue growth, a value investor would note the low 1.5% Free Cash Flow Yield as a sign of limited current cash return relative to the price paid. Key Red Flags to watch include potential Competitive Erosion as new robotic surgery systems enter the market and the Execution Risk of maintaining its technological edge. The high valuation also presents an Extreme Valuation risk per the framework.

ISRG Company Information

Intuitive, headquartered in Sunnyvale, California, is a global leader in minimally invasive care and the pioneer of robotic surgery.

Our technologies include the da Vinci surgical system and the Ion endoluminal system.

By uniting advanced systems, progressive learning, and value-enhancing services, we help physicians and their teams optimize care delivery to support the best outcomes possible.

At Intuitive, we envision a future of care that is less invasive and profoundly better, where disease is identified early and treated quickly, so that patients can get back to what matters most.

About da Vinci Surgical Systems There are several models of the da Vinci Surgical System.

The da Vinci surgical systems are designed to help surgeons perform minimally invasive surgery and offer surgeons high-definition 3D vision, a magnified view, and robotic and computer assistance.

They use specialized instrumentation, including a miniaturized surgical camera and wristed instruments (i. e.

, scissors, scalpels, and forceps) that are designed to help with precise dissection and reconstruction deep inside the body.

About the Ion Endoluminal System The Ion Endoluminal System (Model IF1000) assists the user in navigating a catheter and endoscopic tools in the pulmonary tract using endoscopic visualization of the tracheobronchial tree for diagnostic and therapeutic procedures.

The Ion Endoluminal System enables fiducial marker placement. It does not make a diagnosis and is not for pediatric use.

Information provided by the Ion Endoluminal System or its components should be considered guidance only and not replace clinical decisions made by a trained physician.

Sector

Healthcare

Industry

Medical Instruments & Supplies

Exchange

NASDAQ

Country

California, USA

ISRG Key Officers

Key officers data coming soon

ISRG Company Profile

Intuitive Surgical Inc (ISRG) is a Healthcare company in the Medical Instruments & Supplies industry. It trades on NASDAQ. The company is based in California, USA.

Intuitive, headquartered in Sunnyvale, California, is a global leader in minimally invasive care and the pioneer of robotic surgery. Our technologies include the da Vinci surgical system and the Ion endoluminal system. By uniting advanced systems, progressive learning, and value-enhancing services, we help physicians and their teams optimize care delivery to support the best outcomes possible. At Intuitive, we envision a future of care that is less invasive and profoundly better, where disease is identified early and treated quickly, so that patients can get back to what matters most. About da Vinci Surgical Systems There are several models of the da Vinci Surgical System. The da Vinci surgical systems are designed to help surgeons perform minimally invasive surgery and offer surgeons high-definition 3D vision, a magnified view, and robotic and computer assistance. They use specialized instrumentation, including a miniaturized surgical camera and wristed instruments (i.e., scissors, scalpels, and forceps) that are designed to help with precise dissection and reconstruction deep inside the body. About the Ion Endoluminal System The Ion Endoluminal System (Model IF1000) assists the user in navigating a catheter and endoscopic tools in the pulmonary tract using endoscopic visualization of the tracheobronchial tree for diagnostic and therapeutic procedures. The Ion Endoluminal System enables fiducial marker placement. It does not make a diagnosis and is not for pediatric use. Information provided by the Ion Endoluminal System or its components should be considered guidance only and not replace clinical decisions made by a trained physician.

Market cap is $159.74B. There are 354.5M shares outstanding.

See the full Intuitive Surgical Inc profile on GoodMoat. It covers key officers, financial metrics, and sector details. You can also use GoodMoat's DCF calculator, fair value models, and quality score to help decide if ISRG is a good investment.