ISRG · Intuitive Surgical, Inc.
Da Vinci surgical robots; razor-and-blades instruments model
Risiko 4/10 · MODERATE RISK · surgical-robot monopoly · $366.70 ▼ 0.85%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $366.70
- Market cap $131.4B
- P/E (ttm) 42
- Div yield none
- 52-wk range $328.57 – $603.88
- Index rank #84 / #28
Wichtigste Risiken
- Medtronic and J&J robots finally reaching hospitals (Shareholders) — MED
- Multiple compression if procedure growth slows (Shareholders) — MED
- Hospital capex cycles delaying system placements (Shareholders) — MED
- GLP-1 drugs shrinking the bariatric procedure pool (Shareholders) — LOW
Fazit
Monopoly economics justify a premium, just not any premium — size it knowing the multiple can compress long before the business does.
Recherche, keine Anlageberatung.