Intuitive Surgical Stock To $699?

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Trefis
ISRG: Intuitive Surgical logo
ISRG
Intuitive Surgical

Intuitive Surgical (ISRG) stock has jumped 20% during the past month, and is currently trading at $544.21. Our multi-factor assessment suggests that it may be time to buy more shares of ISRG stock. We have, overall, a positive view of the stock, and a price of $699 may not be out of reach. We believe there is not much to fear in ISRG stock given its overall Very Strong operating performance and financial condition. Hence, despite its Very High valuation, the stock appears Attractive but Volatile.

Below is our assessment:

  CONCLUSION
What you pay:
Valuation Very High
What you get:
Growth Very Strong
Profitability Very Strong
Financial Stability Very Strong
Downturn Resilience Moderate
Operating Performance Very Strong
 
Stock Opinion Attractive but Volatile

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Let’s get into details of each of the assessed factors but before that, for quick background: With $194 Bil in market cap, Intuitive Surgical provides advanced robotic surgical systems that enhance minimally invasive procedures, improving quality and access to complex surgeries for healthcare providers globally.

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[1] Valuation Looks Very High

  ISRG S&P 500
Price-to-Sales Ratio 20.0 3.2
Price-to-Earnings Ratio 69.8 23.6
Price-to-Free Cash Flow Ratio 84.5 20.6

This table highlights how ISRG is valued vs broader market. For more details see: ISRG Valuation Ratios

[2] Growth Is Very Strong

  • Intuitive Surgical has seen its top line grow at an average rate of 16.3% over the last 3 years
  • Its revenues have grown 22% from $7.9 Bil to $9.6 Bil in the last 12 months
  • Also, its quarterly revenues grew 22.9% to $2.5 Bil in the most recent quarter from $2.0 Bil a year ago.

  ISRG S&P 500
3-Year Average 16.3% 5.3%
Latest Twelve Months* 22.2% 5.6%
Most Recent Quarter (YoY)* 22.9% 6.6%

This table highlights how ISRG is growing vs broader market. For more details see: ISRG Revenue Comparison

[3] Profitability Appears Very Strong

  • ISRG last 12 month operating income was $2.8 Bil representing operating margin of 29.3%
  • With cash flow margin of 30.8%, it generated nearly $3.0 Bil in operating cash flow over this period
  • For the same period, ISRG generated nearly $2.7 Bil in net income, suggesting net margin of about 28.6%

  ISRG S&P 500
Current Operating Margin 29.3% 18.8%
Current OCF Margin 30.8% 20.3%
Current Net Income Margin 28.6% 12.8%

This table highlights how ISRG profitability vs broader market. For more details see: ISRG Operating Income Comparison

[4] Financial Stability Looks Very Strong

  • ISRG Debt was $0.0 at the end of the most recent quarter, while its current Market Cap is $194 Bil. This implies Debt-to-Equity Ratio of 0.0%
  • ISRG Cash (including cash equivalents) makes up $4.9 Bil of $19 Bil in total Assets. This yields a Cash-to-Assets Ratio of 25.4%

  ISRG S&P 500
Current Debt-to-Equity Ratio 0.0% 20.8%
Current Cash-to-Assets Ratio 25.4% 7.0%

[5] Downturn Resilience Is Moderate

ISRG saw an impact slightly worse than the S&P 500 index during various economic downturns. We assess this based on both (a) how much the stock fell and, (b) how quickly it recovered.

2022 Inflation Shock

  • ISRG stock fell 49.9% from a high of $365.42 on 8 November 2021 to $183.06 on 14 October 2022 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 18 January 2024
  • Since then, the stock increased to a high of $610.45 on 22 January 2025 , and currently trades at $544.21

  ISRG S&P 500
% Change from Pre-Recession Peak -49.9% -25.4%
Time to Full Recovery 461 days 464 days

 
2020 Covid Pandemic

  • ISRG stock fell 40.5% from a high of $206.10 on 20 February 2020 to $122.58 on 23 March 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 17 July 2020

  ISRG S&P 500
% Change from Pre-Recession Peak -40.5% -33.9%
Time to Full Recovery 116 days 148 days

 
2008 Global Financial Crisis

  • ISRG stock fell 75.9% from a high of $39.32 on 10 April 2008 to $9.48 on 2 March 2009 vs. a peak-to-trough decline of 56.8% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 1 March 2010

  ISRG S&P 500
% Change from Pre-Recession Peak -75.9% -56.8%
Time to Full Recovery 364 days 1480 days

 

But the risk is not limited to major market crashes. Stocks fall even when markets are good – think events like earnings, business updates, outlook changes. Read ISRG Dip Buyer Analyses to see how the stock has recovered from sharp dips in the past.

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