AlphaWire

global_stock_valuation

Valuation and fundamentals watch: ISRG near $357.68 — FY2026 Q1 ending 2026-03-31.

2026-07-21·global-stock-valuation-20260721-isrg
Valuation and fundamentals watch: ISRG near $357.68 — FY2026 Q1 ending 2026-03-31.

Comparable-period growth: revenue +23.0% YoY; net income +17.6% YoY; diluted EPS +18.7% YoY.

Quality check: net margin 29.6% (-134 bp YoY); YTD SEC free-cash-flow proxy $878.80M.

Valuation snapshot: trailing P/E 41.0x; forward P/E 29.8x; EV/EBITDA 27.9x; P/S 11.5x.

Latest reported EPS beat consensus by 11.9%.

Read-through: revenue and EPS growth moved broadly in line; top-line growth did not translate into margin expansion; forward P/E is materially below trailing P/E, implying higher expected earnings. This is a data observation, not a recommendation.

#Stocks #Earnings #Fundamentals #ISRG

← Back to archive