Intuitive Surgical
Pioneer and leader in minimally invasive robotic-assisted surgery, primarily through the da Vinci Surgical System
What the page says before deeper research
Quality, growth, value, ownership, risk, and source confidence.
Moat 9.5/100 with low retention risk and high switching costs.
Growth appears healthy from +21% YoY revenue growth.
Forward P/E of 42.2x versus +21% growth gives a 2.0x multiple-to-growth read.
No SEC-backed 13F layer is matched yet, so ownership confirmation is unavailable.
Retention and AI disruption risks are low; valuation is not flagged expensive.
Fundamentals from finnhub as of 2026-05-17; ownership confirmation is not available here.
This is the clearest available growth signal in the provided data.
Beginner valuation check
Data pending from FMP or Finnhub.
Negative price performance shows recent market sentiment, not a full investment thesis.
Forward P/E around 42.2x means investors pay about $42.2 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.
A P/E around 50.1x means investors pay about $50.1 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.
Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.
Beginner guide
Intuitive Surgical makes the da Vinci robot that helps doctors do surgeries with tiny cuts instead of big ones, so patients heal faster.
Pioneer and leader in minimally invasive robotic-assisted surgery, primarily through the da Vinci Surgical System
Intuitive Surgical makes money through Instruments & Accessories (~58% of revenue), Systems (~24% of revenue), and Services (~18% of revenue).
Surgeon training creates 2-3 year switching cost - each surgeon needs 150+ hours certification on da Vinci platform
Intuitive Surgical can disappoint if execution, competition, valuation, or demand cycles weaken growth, margins, customer retention, or investor confidence.
Intuitive Surgical is like part of the healthcare toolkit: patients, providers, or researchers rely on it when quality and trust matter.
You are basically betting that Intuitive Surgical can keep turning instruments & accessories into durable value while managing execution, competition, valuation, or demand cycles.
A 0-100 shortcut for how defensible the business looks in this company brief. Intuitive Surgical is scored at 9.5.
How painful it is for customers to leave. this company brief rates Intuitive Surgical as high.
Whether existing customers tend to spend more or less over time. The company brief model uses 115%.
The main pieces of the company here are Instruments & Accessories, Systems, and Services.
Price divided by earnings. It is a quick valuation check, but it can mislead when earnings are temporarily high, low, or negative.
A quarterly filing that shows what many large institutional investors owned at quarter end.
The first four questions
Surgeon training creates a long switching-cost loop for da Vinci users, and Instruments & Accessories remains the main recurring engine behind ISRG’s revenue mix.
ISRG can disappoint if procedure demand slows, competition intensifies, execution slips, or investors decide the current valuation no longer fits the growth profile.
Forward P/E (42.2x)
Next earnings date unavailable from configured sources.
Bull / Neutral / Bear
ISRG continues to lean on its robotic-surgery installed base and service ecosystem, while the market weighs business quality against a forward P/E near 42.2x.
Forward P/E remains broadly aligned with growth and operating momentum.
The core da Vinci installed base keeps driving recurring instruments & accessories usage, while revenue growth stays around the recent +21% level or improves.
Revenue growth stays positive near +21% or accelerates.
ISRG continues to lean on its robotic-surgery installed base and service ecosystem, while the market weighs business quality against a forward P/E near 42.2x.
Forward P/E remains broadly aligned with growth and operating momentum.
If procedure demand, competitive pressure, or execution weaken, the market may reassess whether the current multiple still matches ISRG’s growth trajectory.
Revenue growth slows, or demand/competition signals weaken.
Beginner checklist
Needs earnings calendar data from a provider.
This is the clearest available growth signal in the provided data.
Margin trend needs company financial statement data; do not infer it from price movement.
A useful valuation anchor, but it should be read alongside growth and business quality.
No SEC-backed ownership rows are available for this ticker yet.
Needs insider transaction data from a provider.
For ISRG, this recurring revenue engine is the most useful operating KPI to track.
Intuitive Surgical is exposure to healthcare technology operating model with high switching costs and 115% net revenue retention.
Surgeon training creates 2-3 year switching cost - each surgeon needs 150+ hours certification on da Vinci platform
The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.
Pro access unlocks the workflow simulator for this company brief.
Simulator coverage pending
This ticker has a company brief, but richer workflow modules have not been built yet.
No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.
- Surgeon training creates 2-3 year switching cost - each surgeon needs 150+ hours certification on da Vinci platform
- Hospital workflow integration locks in entire surgical teams, OR schedules, and patient referral patterns
- Regulatory moat: Each new robotic surgery platform requires separate FDA 510(k) clearance and clinical validation
- Service monopoly: Only ISRG engineers can maintain da Vinci systems, creating $2B+ recurring service revenue
- Network effects: 50,000+ trained surgeons create talent scarcity for competing platforms
- AI enhancement tailwinds: Computer vision and ML improve surgical precision without disrupting core platform