Added to YB: 2026-01-27
Pitch date: 2026-01-23
ISRG [bullish]
Intuitive Surgical, Inc.
-4.66%
current return
Author Info
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Company Info
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.
Market Cap
$177.8B
Pitch Price
$523.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.84
P/E
63.63
EV/Sales
17.11
Sector
Health Care Equipment and Supplies
Category
growth
SWI Pick - Intuitive Surgical (ISRG)
ISRG: Leader in robotic surgery w/ 60-80% market share, multi-layered switching costs create near-impenetrable moat. 7-10yr recurring revenue from each system sale drives predictable FCF growth. Multiple expansion opps (procedures/geography). $9B cash, no debt. Risk: 80x FCF valuation requires 10+ yr hold for adequate returns.
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