Mulya.ai
Ticker
ISRG
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.1%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.337
Beta (levered) ?1.339
Terminal OM% ?25.9%
Segment conc. ?60% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 15.5%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

ISRG · Intuitive Surgical, Inc.

$452.072026-05-17
Sector: Healthcare; Industry: Medical - Instruments & Supplies; Sub-Industry: Health Care Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$212
-53.2% vs market
Base · active
$176
-61.0% vs market
Bear
$123
-72.8% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $123
Base $176
Bull $212
Market $452
Median $635
Market Price $452
Mulya.ai Base $176
Analysts Median $635
Mulya.ai IV range ($123 · $212)
Analysts Range ($550 · $750)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$5.7B38.1%8.6%$2.0B−$713MM$1.3B11.5%21.1%$9.4B$4.73
2022.Q4$6.2B9.0%30.3%16.3%$1.6B−$1.2B$392MM11.6%17.0%$9.1B$3.67
2023.Q4$7.1B14.5%29.6%7.2%$2.0B−$2.6B−$674MM11.1%19.8%$10.6B$4.99
2024.Q4$8.4B17.2%33.6%12.6%$2.5B−$2.1B$383MM11.7%18.9%$15.3B$6.44
2025.Q4$10.1B20.5%35.0%13.1%$3.1B−$697MM$2.4B12.0%19.9%$15.4B$7.9246.3
italics below = DCF projection · 10yr Rev CAGR: 9.8%
2026.Q4$11.5B+14.4%35.4%13.8%$3.5B−$1.5B$2.0B10.0%$1.8B21.8%$16.9B$8.1555.5
2027.Q4$13.1B+13.8%35.4%14.5%$4.0B−$1.9B$2.1B9.8%$1.7B22.2%$18.8B$9.2149.1
2028.Q4$15.0B+14.2%35.4%15.2%$4.5B−$2.5B$2.0B9.7%$1.5B22.4%$21.2B$10.4343.3
2029.Q4$17.2B+15.1%35.4%15.9%$5.1B−$3.0B$2.1B9.6%$1.5B22.6%$24.2B$11.9038.0
2030.Q4$18.9B+9.7%35.4%16.6%$5.6B−$2.3B$3.3B9.4%$2.1B22.0%$26.5B$12.9534.9
Term. Yr+$26.7B4.1%25.9%20.0%$5.5B−$1.5B$4.1B8.6%$37.1B15.5%
Active scenario IV: $176 (-61.0% vs market)