ISRG vs. MDT: Which MedTech Stock Is a Better Bet Now?
Key Takeaways Intuitive Surgical's narrow robotics strategy drives coordinated da Vinci 5 rollouts and rising utilization.ISRG generates 85% of revenues from recurring sources, translating 19% procedure growth into expansion.MDT faces tariff headwinds, uneven procedure recovery and distributor shifts, weighing near-term margins.Intuitive Surgical (ISRG) and Medtronic (MDT) represent two very different approaches to scale in MedTech. Intuitive Surgical is a focused, pure-play leader in robotic-assisted surge ...