ISRG
Intuitive Surgical, Inc.
ISRG has the edge over OSCR overall, supported by stronger valuation and lower modeled downside.
OSCR
Oscar Health, Inc.
OSCR offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
ISRG Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
ISRG's revenue, profitability, cash flow and balance sheet are all currently healthy.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
ISRG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 36x | $440 | — |
| Cheap | 52x | $429 | -2.5% |
| Current | 53x | $440 | — |
| Fair | 72x | $596 | +36% |
| Expensive | 84x | $691 | +57% |
Historical ranges are pointers, not guarantees.
ISRG's PE is in its cheap range at 53x. If earnings grow as analysts expect, today's price would be 36x next year's earnings.
OSCR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $31.94 | — |
| Current | 13x | $31.94 | — |
| Cheap | 21x | $52.73 | +65% |
| Fair | 35x | $87.23 | +173% |
| Expensive | 130x | $322 | +907% |
Historical ranges are pointers, not guarantees.
OSCR has the edge over ISRG in the historical PE scenario, which offers more potential upside but is not a forecast.
ISRG Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for ISRG, with profitability improving.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for OSCR, with profitability improving.
ISRG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $12.09 | +47% |
| Q3 2026 | $8.25 | +9% |
| Q2 2026 | $8.71 | +21% |
| Q1 2026 | $8.23 | +20% |
| Q4 2025 | $7.87 | +23% |
| Q3 2025 | $7.57 | +22% |
| Q2 2025 | $7.18 | +23% |
| Q1 2025 | $6.83 | +23% |
| Q4 2024 | $6.42 | +28% |
ISRG has the edge over OSCR on earnings, with more consistent year-over-year improvement.
OSCR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.61 | +5.6% |
| Q3 2026 | $2.47 | +$3.47 |
| Q2 2026 | $1.45 | +$2.14 |
| Q1 2026 | -$0.54 | -235% |
| Q4 2025 | -$1.69 | -1790% |
| Q3 2025 | -$1.00 | -$0.92 |
| Q2 2025 | -$0.69 | -$0.54 |
| Q1 2025 | $0.40 | +$0.82 |
| Q4 2024 | $0.10 | +$1.32 |
OSCR has returned to profit: it earned $2.47 per share over the past year, after losing money the year before.
ISRG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3B | +22% |
| Q2 2026 | $2.9B | +19% |
| Q1 2026 | $2.8B | +23% |
| Q4 2025 | $2.9B | +19% |
| Q3 2025 | $2.5B | +23% |
| Q2 2025 | $2.4B | +21% |
| Q1 2025 | $2.3B | +19% |
| Q4 2024 | $2.4B | +25% |
ISRG's revenue has grown year over year every quarter since late 2020: $3B last quarter, up 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | -11 points |
| Q2 2026 | 34% | +3.1 points |
| Q1 2026 | 31% | +5.2 points |
| Q4 2025 | 30% | -0.3 points |
| Q3 2025 | 30% | +2 points |
| Q2 2025 | 30% | +2.2 points |
| Q1 2025 | 26% | +0.8 points |
| Q4 2024 | 30% | +7.1 points |
ISRG has the edge over OSCR on profitability, with a higher operating margin.
OSCR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +72% |
| Q2 2026 | $4.9B | +70% |
| Q1 2026 | $4.6B | +53% |
| Q4 2025 | $2.8B | +17% |
| Q3 2025 | $3B | +23% |
| Q2 2025 | $2.9B | +29% |
| Q1 2025 | $3B | +42% |
| Q4 2024 | $2.4B | +67% |
OSCR has the edge over ISRG on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.5% | +7.8 points |
| Q2 2026 | 8% | +16 points |
| Q1 2026 | 15% | +5.4 points |
| Q4 2025 | -12% | -5.7 points |
| Q3 2025 | -4.3% | -2.3 points |
| Q2 2025 | -8.1% | -11 points |
| Q1 2025 | 9.8% | +1.1 points |
| Q4 2024 | -6.2% | +4 points |
OSCR's operating margin was 3.5% last quarter, up 7.8 points from the same quarter a year ago.
ISRG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.1B | +51% |
| Q2 2026 | $948.4M | +69% |
| Q1 2026 | $808.6M | +74% |
| Q4 2025 | $730M | +43% |
| Q3 2025 | $735.6M | +60% |
| Q2 2025 | $560.1M | +80% |
| Q1 2025 | $465M | +1879% |
| Q4 2024 | $510.6M | +$717.8M |
ISRG has the edge over OSCR on cash flow, with more consistent year-over-year improvement.
OSCR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -$238.2M |
| Q2 2026 | $2.1B | +316% |
| Q1 2026 | $2.6B | +200% |
| Q4 2025 | $662.8M | +95% |
| Q3 2025 | -$973.7M | -$466M |
| Q2 2025 | $499.8M | +2.1% |
| Q1 2025 | $869.5M | +38% |
| Q4 2024 | $340M | +17% |
OSCR usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $4.1B over the past year.
ISRG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -5.7M shares |
| 1 year | -2.8% | -10.2M shares |
| 3 years | -1.8% | -6.6M shares |
| 5 years | -4.1% | -15.2M shares |
| Available history | -1.9% | -6.9M shares |
ISRG has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3B |
| Q2 2026 | $320.3M |
| Q1 2026 | $1.1B |
| Q4 2025 | $201M |
| Q3 2025 | $1.9B |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
ISRG spent $4.6B buying back its own shares over the past year.
OSCR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.9% | +13M shares |
| 1 year | +34% | +87.2M shares |
| 3 years | +55% | +123M shares |
| 5 years | +66% | +138M shares |
| Available history | +71% | +143M shares |
OSCR has 346M diluted shares, up 34% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
ISRG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2021 | -0.6x | Net Cash |
| Q3 2021 | -0.6x | Net Cash |
| Q2 2021 | -0.9x | Net Cash |
| Q1 2021 | -1.0x | Net Cash |
| Q4 2020 | -1.2x | Net Cash |
| Q3 2020 | -1.1x | Net Cash |
| Q2 2020 | -1.5x | Net Cash |
| Q1 2020 | -0.8x | Net Cash |
ISRG has more cash than debt.
OSCR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.2x | Net Cash |
| Q2 2026 | -5.5x | Net Cash |
| Q1 2026 | -110.0x | Net Cash |
| Q1 2025 | -9.7x | Net Cash |
| Q4 2024 | -13.7x | Net Cash |
| Q3 2024 | -10.1x | Net Cash |
| Q2 2024 | -24.0x | Net Cash |
| Q1 2024 | -217.7x | Net Cash |
OSCR has more cash than debt.
ISRG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.7 | Neutral |
| Stochastic | 73.5 | Neutral |
ISRG's weekly RSI is 55 (neutral) and its Stochastic is 74 (neutral).
OSCR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.7 | Neutral |
| Stochastic | 44.9 | Neutral |
OSCR's weekly RSI is 59 (neutral) and its Stochastic is 45 (neutral).
ISRG PE vs Healthcare Sector
| Metric | ISRG | Sector median | Relative |
|---|---|---|---|
| PE | 53x | 26x | 106% above |
| PE % | 19 | 29 | 10 pts below |
ISRG is trading at 53x earnings, a 106% premium to the Healthcare sector's median of 26x.
OSCR PE vs Healthcare Sector
| Metric | OSCR | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 26x | 50% below |
| PE % | 3 | 35 | 32 pts below |
OSCR has the edge over ISRG on valuation relative to its sector.
ISRG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $428.1 | 2.8% above |
| 20 week MA | $397.4 | 11% above |
| 50 week MA | $449.8 | 2.2% below |
| 100 week MA | $483.9 | 9.1% below |
| 200 week MA | $424.9 | 3.5% above |
ISRG's trend is mixed: it's above three of its five weekly moving averages, and 3.5% above its 200-week average.
OSCR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.2 | 2.3% above |
| 20 week MA | $31.1 | 2.8% above |
| 50 week MA | $22.9 | 39% above |
| 100 week MA | $19.3 | 65% above |
| 200 week MA | $15.5 | 106% above |
OSCR has the edge over ISRG on trend strength, trading above more of its moving averages.
ISRG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $199.3 | $269.0 | +35% |
| 2021 | $269.0 | $363.9 | +35% |
| 2022 | $363.9 | $262.7 | -28% |
| 2023 | $262.7 | $337.4 | +28% |
| 2024 | $337.4 | $534.9 | +59% |
| 2025 | $534.9 | $577.8 | +8% |
| 2026 YTD | $577.8 | $439.9 | -24% |
ISRG has finished higher in five of the last six years. It's down 24% so far in 2026.
OSCR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $31.0 | $8.02 | -74% |
| 2022 | $8.02 | $2.21 | -72% |
| 2023 | $2.21 | $9.15 | +314% |
| 2024 | $9.15 | $13.8 | +51% |
| 2025 | $13.8 | $14.9 | +8% |
| 2026 YTD | $14.9 | $31.9 | +114% |
OSCR has the edge over ISRG on returns for 2026, with the stronger performance.