Intuitive continues to benefit from the global adoption of robotic surgery, even in the procedures we didn't view as likely to convert. Our long-term positive view about the company's competitive position is unchanged even as new competitors (Medtronic and Johnson & Johnson) have finally arrived on the scene, and with the latest release of the next-generation platform, Intuitive should maintain its dominance.
Uptake of Intuitive's next-generation platform has been strong, giving significant momentum to system placements in the next few years.
We may be seeing the emergence of some competition, particularly for lower-cost procedures. Competition, in the form of refurbished tools, is also going after instrumentation.
|
Metric
|
ISRG
|
SYK
|
JNJ
|
|---|---|---|---|
Price/Earnings (Normalized) | 34.53 | 19.74 | 24.59 |
Price/Book Value | 6.88 | 4.40 | 7.57 |
Price/Sales | 11.52 | 4.12 | 6.65 |
Price/Cash Flow | 24.73 | 18.85 | 22.79 |
|
Metric
|
ISRG
|
SYK
|
JNJ
|
|---|---|---|---|
Quick Ratio | 3.64 | 1.08 | 0.73 |
Current Ratio | 4.96 | 2.16 | 1.09 |
Interest Coverage | — | — | 25.00 |
|
Metric
|
ISRG
|
SYK
|
JNJ
|
|---|---|---|---|
Return on Assets (Normalized) | 18.24% | 11.44% | 13.42% |
Return on Equity (Normalized) | 20.87% | 23.97% | 32.69% |
Return on Invested Capital (Normalized) | 19.08% | 14.10% | 20.33% |
|
1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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United States