SuperworthIntuitive Surgical, Inc. ISRG
Medical - Instruments & Supplies, Healthcare
$414.52
+2.41%
- Market cap
- $146.4B
- PE
- 47.5×
- 10y median 69.0×
- Forward PE
- Price to sales
- 13.3×
- EV/EBIT
- 41.0×
- Revenue, 12 months
- $11B
- +21% on a year ago
- Net margin
- 28.4%
- Free cash flow yield
- 2.2%
Intuitive Surgical trades at 47.5× trailing earnings, cheaper than 86% of the last ten years. Revenue was $11B over the last twelve months, up 21% on a year earlier with a 28% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.9B | $1.9B | $2B | $2B | $2.4B+25% | $2.3B+19% | $2.4B+21% | $2.5B+23% | $2.9B+19% | $2.8B+23% | $2.9B+19% | |
| Cost of revenue | $650.9M | $645.2M | $637.2M | $664.2M | $771.3M+19% | $795.7M+23% | $822.1M+29% | $842.7M+27% | $961.9M+25% | $940.3M+18% | $931.9M+13% |
| Gross profit | $1.3B | $1.2B | $1.4B | $1.4B | $1.6B+29% | $1.5B+17% | $1.6B+18% | $1.7B+21% | $1.9B+16% | $1.8B+26% | $2B+21% |
| R&D | $260.1M | $284.5M | $280.1M | $286M | $294.7M+13% | $316.2M+11% | $313.3M+12% | $329.4M+15% | $352.9M+20% | $361.9M+15% | $370.6M+18% |
| SG&A | $567.1M | $491.5M | $525.3M | $510.6M | $612.6M+8% | $563.4M+15% | $561.2M+7% | $573.3M+12% | $687.1M+12% | $613.3M+9% | $617.9M+10% |
| $450.2M | $469.4M | $567.3M | $577.3M | $734.9M+63% | $578.1M+23% | $743.4M+31% | $759.7M+32% | $864.3M+18% | $855.3M+48% | $971.9M+31% | |
| Pre-tax income | $515.9M | $538.5M | $654.5M | $671M | $809.8M+57% | $668.5M+24% | $832.1M+27% | $855.2M+28% | $955.6M+18% | $940.4M+41% | $1.1B+27% |
| −$94.8M | −$8.9M | $123M | $100.4M | $121.8M | −$35.2M+296% | $167.9M+37% | $146M+45% | $156.1M+28% | $114.4M | $231.4M+38% | |
| Net income | $606.2M | $544.9M | $526.9M | $565.1M | $685.7M+13% | $698.4M+28% | $658.4M+25% | $704.4M+25% | $794.8M+16% | $821.5M+18% | $818.1M+24% |
| $1.69 | $1.51 | $1.46 | $1.56 | $1.88+11% | $1.92+27% | $1.81+24% | $1.95+25% | $2.21+18% | $2.28+19% | $2.29+27% | |
| 358.2M | 360.5M | 361M | 362.7M | 363.9M+2% | 364.6M+1% | 364.1M+1% | 361.8M−0% | 360.4M−1% | 359.8M−1% | 357.3M−2% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Medical - Instruments & Supplies within ten times Intuitive Surgical's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ISRGIntuitive Surgical, Inc. | $146.4B | 47.5× | 69.0× | 13.3× | +21% | 28.4% | |
| BDXBecton, Dickinson and Company | $49.1B | 54.3× | 47.3× | 2.4× | −3% | 4.5% | |
| MDLNMedline Inc. | $46.6B | 41.2× | 32.3× | 1.6× | +15% | — | |
| RMDResMed Inc. | $32.6B | 21.7× | 37.3× | 5.8× | +10% | 26.9% | |
| WSTWest Pharmaceutical Services, Inc. | $25.8B | 46.9× | 45.8× | 7.8× | +12% | 17.0% | |
| Peer median | $39.6B | 44.1× | 41.5× | 4.1× | +11% | 17.0% |
About
- Industry
- Medical - Instruments & Supplies
- Sector
- Healthcare
Valuation data, not investment advice. Prices as of .