ISRG Dips 5.9% In One Day: Does It Lead the Pack?

+7.21%
Upside
560
Market
600
Trefis
ISRG: Intuitive Surgical logo
ISRG
Intuitive Surgical

Here is how Intuitive Surgical (ISRG) stacks up against its peers in size, valuation, growth and margin.

  • ISRG has the highest operating margin among peers at 28.8%.
  • ISRG’s revenue growth of 20.8% in the last 12 months is strong, outpacing SYK, MDT, BDX, EW but lagging BSX.
  • ISRG’s stock is down 8.7% in last 1 year, and trades at a PE of 60.7; it underperformed BSX, SYK, MDT, EW.

As a quick background, Intuitive Surgical provides innovative surgical systems that empower physicians to perform complex minimally invasive procedures, improving quality and access to healthcare worldwide.

  ISRG BSX SYK MDT BDX EW
Market Cap ($ Bil) 158.2 159.1 148.5 118.2 54.5 47.7
Revenue ($ Bil) 9.1 18.5 23.8 34.2 21.4 5.7
PE Ratio 60.7 63.5 50.9 25.4 34.4 11.5
LTM Revenue Growth 20.8% 21.4% 11.4% 5.0% 7.9% 9.1%
LTM Operating Margin 28.8% 18.3% 19.7% 19.4% 13.8% 27.9%
LTM FCF Margin 21.8% 17.5% 16.9% 15.5% 11.9% 10.2%
12M Market Return -8.7% 32.5% 9.0% 7.1% -20.2% 18.1%

Why does this matter? ISRG just went down -8.7% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell ISRG Stock to see if Intuitive Surgical is really a falling knife. Sharp dips often come with rebound opportunities – see how the stock has dipped and recovered in the past through ISRG Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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  4. Why PODD Could Outperform Intuitive Surgical Stock
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  6. How Will Intuitive Surgical Stock React To Its Upcoming Earnings?

Revenue Growth Comparison

  LTM 2025 2024 2023 2022
ISRG 20.8% 17.2% 14.5% 9.0%
BSX 21.4% 17.6% 12.3% 6.7%
SYK 11.4% 10.2% 11.1% 7.8%
MDT 5.0% 3.6% 3.6% -1.4%  
BDX 7.9% 4.2% 2.7% -1.4%
EW 9.1% 8.6% 12.2% -14.7%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
ISRG 28.8% 28.1% 24.8% 25.3%
BSX 18.3% 17.9% 17.0% 16.0%
SYK 19.7% 20.7% 19.1% 16.9%
MDT 19.4% 19.5% 17.1% 18.7%  
BDX 13.8% 14.2% 12.5% 13.1%
EW 27.9% 27.2% 29.7% 34.5%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
ISRG 60.7 79.8 65.9 71.4
BSX 63.5 70.9 52.7 94.8
SYK 50.9 45.8 35.9 39.2
MDT 25.4 22.0 29.8 27.5  
BDX 34.4 38.6 47.0 40.7
EW 11.5 10.6 33.0 30.3

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.