Data as of:
LIVE
ISRG
Intuitive Surgical, Inc. · Medical Devices
$383.54
-1.95% this month
VERSUS
COMPARE
GEHC
GE HealthCare Technologies Inc. · Medical Devices
$64.45
-11.27% this month
Comparison scoreboard
ISRG LEADS 4/5AI Scorei
ISRG ✓51.1
GEHC 31.5
1Y Returni
ISRG ✓-11.56%
GEHC -15.90%
Fwd P/Ei
ISRG 30.87
GEHC ✓13.26
Target Up.i
ISRG ✓+28.29%
GEHC +15.02%
Op. Margini
ISRG ✓33.60%
GEHC 14.98%
Metrics last refreshed: 9/18/2026
Quick take
ISRG vs GEHC Stock Comparison: AI Score, Valuation, Performance and Upside
ISRG and GEHC are both medical technology leaders but in different segments. Intuitive Surgical dominates robotic-assisted surgery with a monopoly-like installed base and extraordinarily recurring consumable revenue. GE HealthCare leads in diagnostic imaging equipment and is expanding Edison AI capabilities across its installed base. Intuitive trades at a premium valuation reflecting its razor-and-blade compounding model; GEHC trades at a lower multiple as a value-oriented spin-off with margin improvement potential.
ISRG vs GEHC — Intuitive Surgical (the dominant robotic-assisted surgery platform with 8,000+ da Vinci systems generating $2,000-3,500 per procedure in recurring consumable revenue) versus GE HealthCare (the global imaging equipment leader deploying Edison AI across its installed MRI/CT base while generating stable recurring revenue from contrast agents and service contracts).
Live analysis · updated 9/18/2026
ISRG holds the edge across 4 of 5 key metrics in this comparison. ISRG has delivered stronger 1-year price return (-11.56% vs -15.90%), though GEHC has the better forward P/E setup (13.26x vs 30.87x for ISRG). ISRG leads on both revenue growth (18.50%) and operating margin (33.60%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for ISRG (+28.29%) than for GEHC (+15.02%).
Want a full valuation workup? 46-section report — AI Score, Monte Carlo forecast, bull/bear case, DCF, and more.
Normalized 1Y performance
ISRG
GEHC
Recent returns
ISRG
GEHC
Analyst price targets & sentiment
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
ISRG · 28 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.0/5.0)
24 Buy / 7 Hold / 1 Sell
Price target range
analyst low$350.00
analyst high$675.00
analyst mean$478.01
current price$383.54
+28.3% upside to analyst mean
GEHC
Price target range
analyst mean$82.50
current price$64.45
+15.0% upside to analyst mean
Who should consider this stock?
ISRG may suit investors who:
- believe robotic surgery is a multi-decade secular growth trend with Intuitive's installed base compounding through procedure growth — each new da Vinci system generates years of recurring consumable revenue
- value Intuitive's training moat — months of surgeon certification and hospital program investment create very high switching costs even as competitors launch systems
- want a high-quality medical device compounder with dominant market position, exceptional margins, and da Vinci 5 expanding into new surgical specialties
- are comfortable with 40-50x earnings valuation, competitive risk from Medtronic and J&J entering robotic surgery, and premium instrument costs creating hospital margin pressure
GEHC may suit investors who:
- prefer a value-oriented medical technology holding with imaging equipment duopoly position and Edison AI software margin expansion opportunity on a large installed base
- see GE HealthCare's post-spin margin improvement trajectory as an underappreciated value creation opportunity as the company optimizes its cost structure independently
- want diversified medical technology exposure across imaging, monitoring, pharmaceutical diagnostics, and AI software — less concentrated than Intuitive's single-product dependency
- are comfortable with China geopolitical risk on imaging revenue, legacy GE cost structure normalization timeline, and GEHC's lower growth profile vs Intuitive's procedure volume compounding
Performance & AI score
| Metric | ISRG | GEHC |
|---|---|---|
| AI scorei | 51.1 | 31.5 |
| AI ranki | #481 | #2199 |
| Latest closei | $383.54 | $64.45 |
| 1M returni | -1.95% | -11.27% |
| 6M returni | -20.08% | -8.43% |
| 1Y returni | -11.56% | -15.90% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ISRG | GEHC |
|---|---|---|
| 1Y ago | $8.8K (-12.0%) started 2025-09-18 | $8.71K (-12.9%) started 2025-09-18 |
| 5Y ago | $11.35K (+13.5%) started 2021-09-20 | $10.82K (+8.2%) started 2022-12-15 |
| 10Y ago | $49.77K (+397.7%) started 2016-09-19 | $10.82K (+8.2%) started 2022-12-15 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | ISRG | GEHC |
|---|---|---|
| Market capi | $133.49B | $32.4B |
| Trailing P/Ei | 42.01 | 16.53 |
| Forward P/Ei | 30.87 | 13.26 |
| Price/Salesi | 22.91 | N/A |
| EV/Revenuei | 11.47 | 1.93 |
| Analyst targeti | $478.01 | $82.50 |
| Target upsidei | +28.29% | +15.02% |
Growth, profitability & risk
| Metric | ISRG | GEHC |
|---|---|---|
| Revenue growthi | 18.50% | 5.80% |
| Earnings growthi | 26.50% | 16.80% |
| EPS growthi | +26.50% | +16.80% |
| FCF margini | +23.70% | +7.40% |
| Operating margini | 33.60% | 14.98% |
| Profit margini | 28.45% | 9.33% |
| ROIC proxyi | 17.42% | 19.38% |
| Return on equityi | 17.42% | 19.38% |
| Dividend yieldi | N/A | 0.20% |
| Payout ratioi | 0.00% | 3.23% |
| Dividend growth streaki | N/A | No increase yet |
| Betai | 1.46 | 0.82 |
| Debt/equityi | 0.95 | 93.97 |
| Current ratioi | 4.96 | 1.26 |
| Quick ratioi | 3.64 | 0.83 |
Correlation
Over the past year, ISRG and GEHC have moved weakly in the same direction (correlation of 0.37), based on daily returns.
1Y
0.37
-1.0+1.0
5Y
0.38
-1.0+1.0
10Y
0.38
-1.0+1.0
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
ISRG max drawdowni44.00%
GEHC max drawdowni32.53%
ISRG max wkly dropi17.48%
GEHC max wkly dropi16.66%
5Y risk snapshot
ISRG max drawdowni49.90%
GEHC max drawdowni37.35%
ISRG max wkly dropi22.30%
GEHC max wkly dropi26.17%
10Y risk snapshot
ISRG max drawdowni49.90%
GEHC max drawdowni37.35%
ISRG max wkly dropi22.30%
GEHC max wkly dropi26.17%
Performance metrics by period
| Period | Metric | ISRG | GEHC |
|---|---|---|---|
| 1Y | Growthi | -12.00% | -12.91% |
| CAGRi | -12.01% | -12.93% | |
| Volatilityi | 36.56% | 34.61% | |
| Sharpe ratioi | -0.29 | -0.36 | |
| Sortino ratioi | -0.41 | -0.49 | |
| Max drawdowni | 44.00% | 32.53% | |
| Current drawdowni | 35.31% | 26.90% | |
| Avg drawdowni | 18.58% | 14.83% | |
| Ulcer Indexi | 23.04% | 18.16% | |
| Max daily dropi | 14.15% | 13.16% | |
| Max wkly dropi | 17.48% | 16.66% | |
| 5Y | Growthi | +13.47% | +7.79% |
| CAGRi | +2.56% | +2.02% | |
| Volatilityi | 34.56% | 33.05% | |
| Sharpe ratioi | 0.12 | 0.09 | |
| Sortino ratioi | 0.17 | 0.13 | |
| Max drawdowni | 49.90% | 37.35% | |
| Current drawdowni | 37.17% | 31.25% | |
| Avg drawdowni | 18.08% | 15.26% | |
| Ulcer Indexi | 22.69% | 17.82% | |
| Max daily dropi | 14.34% | 15.96% | |
| Max wkly dropi | 22.30% | 26.17% | |
| 10Y | Growthi | +397.71% | +7.79% |
| CAGRi | +17.41% | +2.02% | |
| Volatilityi | 33.15% | 33.05% | |
| Sharpe ratioi | 0.52 | 0.09 | |
| Sortino ratioi | 0.74 | 0.13 | |
| Max drawdowni | 49.90% | 37.35% | |
| Current drawdowni | 37.17% | 31.25% | |
| Avg drawdowni | 12.04% | 15.26% | |
| Ulcer Indexi | 17.10% | 17.82% | |
| Max daily dropi | 14.34% | 15.96% | |
| Max wkly dropi | 22.30% | 26.17% |
Business comparison
| Category | ISRG | GEHC |
|---|---|---|
| Company | Intuitive Surgical, Inc. | GE HealthCare Technologies Inc. |
| Sector | Healthcare | Healthcare |
| Industry | Medical Instruments & Supplies | Medical Devices |
| Core business | Intuitive Surgical is the dominant robotic-assisted surgery company with its da Vinci Surgical System controlling 80%+ of the robotic surgery market globally. Intuitive's razor-and-blade business model generates most revenue from consumable instruments and accessories ($2,000-3,500 per procedure) and service contracts — creating highly recurring, high-margin revenue streams that grow with each installed system. Da Vinci 5 (launched 2024) expands capabilities into new surgical specialties. Intuitive has 8,000+ installed systems globally. | GE HealthCare is a medical technology company spun out of General Electric in January 2023 providing imaging (MRI, CT, ultrasound), patient monitoring, pharmaceutical diagnostics, and the Edison AI platform for diagnostic intelligence. Edison AI enables AI-assisted diagnostic reading, workflow automation, and predictive maintenance across GE HealthCare's installed base of imaging equipment. GE HealthCare serves 5,000+ hospitals globally and has $19B+ annual revenue. The company focuses on expanding Edison AI capabilities and software revenue on its large installed imaging equipment base. |
| Investor focus | Investors track Intuitive's procedure growth rate (the key leading indicator), da Vinci 5 system placements, new surgical specialty expansion (colorectal, thoracic, general surgery), and recurring revenue as a percentage of total. | Investors track GE HealthCare's organic revenue growth, Edison AI platform adoption, imaging equipment order backlog, margin improvement post-spin, and China market exposure for geopolitical risk. |
ISRG strengths
- Installed base compounding: 8,000+ da Vinci systems each generating $2,000-3,500 per procedure in recurring consumable revenue — a rapidly compounding royalty-like business as procedures grow
- Regulatory and training moat: da Vinci training certification takes months and hospitals have invested heavily in robotic surgery programs — switching costs for installed hospitals are very high
- Da Vinci 5 expansion: new capability in force feedback, improved visualization, and expanded surgical specialties extends da Vinci's addressable procedure count beyond its initial urology and gynecology strongholds
GEHC strengths
- Edison AI on massive imaging installed base: GE HealthCare's AI diagnostic tools are deployed on its installed MRI, CT, and ultrasound systems — software revenue expansion on existing hardware creates high-margin recurring revenue
- Imaging market duopoly with Siemens: GE HealthCare and Siemens Healthineers share the MRI/CT imaging duopoly globally — high switching costs and long replacement cycles create stable equipment revenue
- Pharmaceutical diagnostics contrast agents: GE HealthCare's Pharmaceutical Diagnostics segment produces imaging contrast agents — a high-margin, recurring revenue business tied to imaging procedure volumes
Risks to watch — ISRG
- Competition from Medtronic Hugo and J&J Ottava: new entrants are launching competitive robotic surgery systems targeting Intuitive's monopoly — long-term market share pressure is a key investor concern
- Premium valuation on 40-50x earnings: Intuitive trades at a significant premium to medical device peers — any procedure growth deceleration could trigger significant multiple compression
- Reimbursement pressures: hospital systems under margin pressure scrutinize per-procedure costs — robotic surgery's higher instrument costs vs laparoscopic alternatives create ongoing contract negotiation risk
Risks to watch — GEHC
- China market concentration and geopolitical risk: significant China imaging revenue creates exposure to US-China trade tensions and potential procurement restrictions on US medical devices in China
- Post-spin margin normalization: GE HealthCare's spin gave it legacy cost structures and stranded costs from GE — margin improvement requires sustained operational restructuring
- Edison AI competitive positioning: Philips, Siemens, Arterys, and dozens of AI diagnostic startups compete in medical AI — GEHC must prove Edison AI creates clinically meaningful differentiation
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