“From January 1, 2001 to December 16, 2019, Intuitive Surgical stock returned roughly 10,312% versus the S&P 500 return of roughly 141% or 73x the return of the market.
In an age where robotics is just beginning to make its impact on society, manufacturing, and efficiency, it’s the leaders & innovators focused on minimally invasive care that hold significant future opportunity. ”
COMPANY PROFILE
Intuitive was founded in 1995 to create innovative, robotic-assisted systems that help empower doctors and hospitals to make surgery less invasive than an open approach. Since da Vinci became one of the first robotic-assisted systems cleared by the FDA for general laparoscopic surgery, it’s taken robotic-assisted surgery from “science fiction” to reality. Working with doctors and hospitals, we’re continuing to develop new, minimally invasive surgical platforms and future diagnostic tools to help solve complex healthcare challenges around the world.
Recent Earnings
Opinion
From a factor scoring perspective versus the other 199 brands in the brands index, here’s where Intuitive Surgery scores well:
92% high operating margins versus industry peers.
97% low debt to enterprise value.
100% low implied CDS spread = exceptionally low risk of default
71% high 1 year sales growth
76% high 1 year EPS growth
76% High R&D + SG&A versis net sales
94% high sales surprise last quarter
ISRG is a recurring revenue machine changing lives and making a difference to patients. Like Illumina, they are the 800lb gorilla’s in their category and their lead is so great, competition will surely come but the innovation lead they have is not to be under-estimated. ISRG will continue to innovate and expand into new markets, they have just scratched the surface for the opportunities. Medical technologies, artificial intelligence, robotics, and virtual reality are all part of this mega-trend.
