Group 1 - Intuitive Surgical reported preliminary Q4 sales of 2.2 billion and 14% growth [1] - The total procedure volume increased by 18% in Q4, driven by the new da Vinci 5 system, with 174 out of 493 systems placed in Q4 being the new model [1] - The company anticipates total procedure volume growth between 13% and 16% in 2025 [1] Group 2 - Intuitive Surgical's stock (ISRG) has risen 72% since the beginning of 2024, outperforming peers and the broader market [2] - Over the last four years, ISRG stock has shown volatility with annual returns of 32% in 2021, -26% in 2022, 27% in 2023, and 55% in 2024 [2] - The Trefis High Quality Portfolio has outperformed the S&P 500 with better returns and less risk compared to ISRG [2] Group 3 - Current ISRG stock trades at $580, with a price-to-sales (P/S) ratio of 25x trailing revenues, higher than its five-year average of 20x [3] - A slight rise in valuation multiple is considered justified due to strong growth in procedure volume and sales [3] - A bullish outlook for Intuitive Surgical projects substantial growth in its share of overall surgical procedures [3]
What's Happening With ISRG Stock?