Intuitive Surgical, Inc.’s share price was $573.48 on November 28th, with trailing and forward P/E ratios of 75.86 and 60.24 respectively. The company dominates the soft-tissue robotics market with a 60-70% share, high margins, and 85% recurring revenue. Despite competition, Intuitive’s ecosystem and technology create a strong competitive advantage.

Intuitive Surgical has established itself as a global leader in robotic-assisted surgery with its da Vinci system used in over 17 million operations across 74 countries. The company’s high-margin, predictable revenue comes from instruments, accessories, and service contracts. With strong financials and long-term growth prospects, Intuitive remains a high-quality compounder in healthcare, although current valuation may limit upside potential.

A previous bullish thesis on Intuitive Surgical by Kontra Investment Xchange highlighted the company’s da Vinci Surgical System, growth in robotic surgery, and recurring revenue. Since the coverage, the stock has appreciated by approximately 5.80%. Kontra Investment Xchange maintains the bullish stance, emphasizing the integration of AI technology in Intuitive’s offerings.

Read more at Yahoo Finance: Intuitive Surgical, Inc. (ISRG): A Bull Case Theory