LIVE
MASI
Masimo Corporation · Healthcare / Medical Devices & Monitoring
$179.95
+0.86% this month
VERSUS
⟷
COMPARE
ISRG
Intuitive Surgical Inc. · Healthcare / Robotic Surgery
$406.78
-7.88% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
MASI
1
ISRG
1
Comparison scoreboard
MIXED SETUPAI Score
MASI 30.6
ISRG ✓50.7
1Y Return
MASI ✓+8.84%
ISRG -20.57%
Fwd P/E
MASI N/A
ISRG 34.88
Target Up.
MASI N/A
ISRG +37.47%
Op. Margin
MASI N/A
ISRG 30.87%
Metrics last refreshed: 6/20/2026
Quick take
MASI vs ISRG Stock Comparison: AI Score, Valuation, Performance and Upside
MASI and ISRG are very different medical technology investments. Masimo is a hospital patient monitoring leader navigating a controversial consumer health and audio strategy diversification that has divided investors. Intuitive Surgical is the dominant robotic surgery platform with 8,000+ installed systems generating enormous recurring revenue — a near-monopoly facing its first serious competitive threats after 25 years of market dominance. Intuitive is a higher-quality, higher-multiple business; Masimo is a more complex situation with potential hidden value or strategic misexecution risk.
MASI vs ISRG — Masimo Corporation (hospital pulse oximetry leader with recurring sensor revenue, controversial Sound United consumer audio acquisition, Apple Watch IP litigation victories, and W1 wearable health strategy) versus Intuitive Surgical (da Vinci robotic surgery platform with 8,000+ installed systems, dominant 25-year market position, and recurring instrument revenue from global procedure volume growth).
Live analysis · updated 6/20/2026
MASI and ISRG are closely matched — they split the tracked metrics evenly. MASI has delivered stronger 1-year price return (+8.84% vs -20.57% for ISRG).
Normalized 1Y performance
MASI
ISRG
Recent returns
MASI
ISRG
Analyst price targets & sentiment
MASI
Price target data unavailable
N/A
ISRG · 28 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.0/5.0)
Price target range
analyst low$350.00
analyst high$675.00
analyst mean$565.08
current price$406.78
+37.5% upside to analyst mean
Who should consider this stock?
MASI may suit investors who:
- →believe the Sound United strategic rationale will prove correct — consumer health wearables eventually merge with medical monitoring, and Masimo's Bowers & Wilkins/W1 investment builds toward that convergence
- →see Masimo's Apple Watch IP victories as creating real economic value through potential licensing settlements or structural protection of hospital monitoring market
- →are comfortable with corporate governance uncertainty following 2023-2024 board controversy and believe new board members will refocus on core medical device value creation
- →want a contrarian bet on a hospital monitoring leader trading below historical multiples due to consumer strategy controversy
ISRG may suit investors who:
- →want to own the dominant robotic surgery platform with 25 years of market leadership, 8,000+ installed systems, and surgeon training moats protecting against competitive displacement
- →are comfortable paying premium valuations (50-70x earnings) for a near-monopoly quality business with durable competitive advantages in robotic surgery infrastructure
- →believe da Vinci 5 upgrade cycle and international market expansion provide growth runway beyond the US where robotic surgery is in earlier adoption stages
- →see robotic surgery as a long-term secular growth category — more procedures globally converting to robotic-assisted technique as surgeons train on da Vinci systems in their residency programs
Performance & AI score
| Metric | MASI | ISRG |
|---|---|---|
| AI score | 30.6 | 50.7 |
| AI rank | #2236 | #423 |
| Latest close | $179.95 | $406.78 |
| 1M return | +0.86% | -7.88% |
| 6M return | +27.37% | -26.95% |
| 1Y return | +8.84% | -20.57% |
$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 | MASI | ISRG |
|---|---|---|
| 1Y ago | $10.88K (+8.8%) started 2025-06-12 | $7.98K (-20.2%) started 2025-06-18 |
| 5Y ago | $7.98K (-20.2%) started 2021-06-14 | $13.65K (+36.5%) started 2021-06-21 |
| 10Y ago | $34.83K (+248.3%) started 2016-06-13 | $56.49K (+464.9%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | MASI | ISRG |
|---|---|---|
| Market cap | N/A | $145.58B |
| Trailing P/E | N/A | 50.01 |
| Forward P/E | N/A | 34.88 |
| Price/Sales | 6.17 | 22.91 |
| EV/Revenue | N/A | 13.34 |
| Analyst target | N/A | $565.08 |
| Target upside | N/A | +37.47% |
Growth, profitability & risk
| Metric | MASI | ISRG |
|---|---|---|
| Revenue growth | N/A | 23.00% |
| Earnings growth | N/A | 18.80% |
| EPS growth | N/A | +18.80% |
| FCF margin | N/A | +21.30% |
| Operating margin | N/A | 30.87% |
| Profit margin | N/A | 28.15% |
| ROIC proxy | N/A | 17.23% |
| Return on equity | N/A | 17.23% |
| Dividend yield | N/A | N/A |
| Beta | 1.07 | 1.45 |
| Debt/equity | N/A | 0.95 |
| Current ratio | N/A | 4.61 |
| Quick ratio | N/A | 3.26 |
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
MASI max drawdown25.64%
ISRG max drawdown32.16%
MASI max wkly drop8.62%
ISRG max wkly drop8.79%
5Y risk snapshot
MASI max drawdown74.70%
ISRG max drawdown49.90%
MASI max wkly drop37.89%
ISRG max wkly drop22.30%
10Y risk snapshot
MASI max drawdown74.70%
ISRG max drawdown49.90%
MASI max wkly drop37.89%
ISRG max wkly drop22.30%
Performance metrics by period
| Period | Metric | MASI | ISRG |
|---|---|---|---|
| 1Y | Growth | +8.84% | -20.16% |
| CAGR | +8.84% | -20.19% | |
| Sharpe ratio | 0.29 | -0.73 | |
| Max drawdown | 25.64% | 32.16% | |
| Max daily drop | 11.73% | 6.67% | |
| Max wkly drop | 8.62% | 8.79% | |
| 5Y | Growth | -20.17% | +36.50% |
| CAGR | -4.41% | +6.43% | |
| Sharpe ratio | 0.03 | 0.22 | |
| Max drawdown | 74.70% | 49.90% | |
| Max daily drop | 36.99% | 14.34% | |
| Max wkly drop | 37.89% | 22.30% | |
| 10Y | Growth | +248.34% | +464.90% |
| CAGR | +13.30% | +18.92% | |
| Sharpe ratio | 0.41 | 0.56 | |
| Max drawdown | 74.70% | 49.90% | |
| Max daily drop | 36.99% | 14.34% | |
| Max wkly drop | 37.89% | 22.30% |
Business comparison
| Category | MASI | ISRG |
|---|---|---|
| Company | Masimo Corporation | Intuitive Surgical Inc. |
| Sector | Healthcare / Medical Devices & Monitoring | Healthcare |
| Industry | N/A | Medical Instruments & Supplies |
| Core business | Masimo develops patient monitoring technology — primarily non-invasive monitoring including the SET pulse oximetry platform (measuring blood oxygen saturation, used in hospitals globally), rainbow Pulse CO-Oximetry (measuring hemoglobin, methemoglobin, carboxyhemoglobin beyond standard SpO2), SedLine brain function monitoring, and capnography. Masimo's hospital monitoring business is highly recurring through sensor disposable sales on an installed instrument base. Masimo has controversially acquired Sound United (consumer audio brands — Bowers & Wilkins, Denon, Marantz) and developed the health tracking W1 wearable — a strategic diversification move that divided investor opinion. | Intuitive Surgical dominates robotic-assisted surgery with the da Vinci surgical system — the world's leading minimally invasive robotic surgery platform used for prostatectomy, hysterectomy, colorectal surgery, thoracic procedures, and general surgery. Intuitive's installed base of 8,000+ da Vinci systems globally generates enormous recurring revenues from instruments (must be replaced every 10 procedures) and service contracts. The da Vinci 5 (2024 launch) adds force feedback and AI features. Intuitive has benefited from the post-COVID surgery volume recovery — elective procedure backlogs from COVID drove above-average da Vinci procedure volume growth in 2021-2023. |
| Investor focus | Investors focus on Masimo's core hospital monitoring growth, the Sound United consumer acquisition strategic rationale and financial integration, W1 wearable health monitoring Apple Watch competition, and Masimo's litigation history with Apple over pulse oximetry technology (Masimo won significant ITC rulings against Apple Watch's blood oxygen feature). | Investors focus on da Vinci procedure volume growth (the primary revenue driver), system placements (new hospital customers), instruments and accessories revenue per procedure, competitive threats from Medtronic Hugo and Johnson & Johnson Ottava robotic systems, and da Vinci 5 adoption. |
MASI strengths
- →Hospital pulse oximetry market leadership: Masimo SET is the most accurate pulse oximetry technology — widely used in ICUs, operating rooms, and step-down units for critical care monitoring
- →Recurring sensor revenue from installed hospital base: Masimo's disposable sensors represent 70%+ of revenue — recurring consumable sales from thousands of installed monitors globally
- →Apple Watch IP litigation victories: Masimo's IP victories against Apple Watch's blood oxygen feature validate Masimo's technology portfolio and may generate licensing revenue or structural protection
ISRG strengths
- →8,000+ installed system base with recurring revenue: once a hospital installs da Vinci, Intuitive earns recurring instrument and service revenue for the system's 15+ year life — switching to competitors requires retraining surgeons and renegotiating contracts
- →Surgeon training moat: surgeons train on da Vinci systems for years — switching to a competing robotic platform requires significant re-training time that discourages hospitals from changing systems even as competitors launch
- →Global robotic surgery market expansion: da Vinci is increasingly used in new procedure categories and international markets — Japan, Europe, and emerging markets in earlier stages of robotic surgery adoption than the US
Risks to watch — MASI
- →Sound United acquisition controversy: the $1B+ acquisition of consumer audio brands is viewed by many investors as a distraction from Masimo's medical device core competency — CEO Joe Kiani's personal interest in audio/consumer health created a contentious board battle
- →W1 wearable commercialization uncertainty: competing with Apple Watch, Samsung, and other consumer health wearables is a very different market than hospital clinical monitoring — Masimo's consumer health strategy faces significant execution risk
- →Corporate governance concerns post-board battle: activist investors ousted and replaced board members in 2023-2024 — corporate governance questions about management alignment with shareholder interests remain a concern
Risks to watch — ISRG
- →Competitive threats from new robotic systems: Medtronic Hugo, J&J Ottava, and CMR Surgical are developing or launching competing robotic surgery systems — the first serious competition to da Vinci's historical monopoly in soft tissue robotic surgery
- →Premium valuation requires continued high growth: Intuitive trades at 50-70x earnings — any procedure volume growth slowdown creates significant valuation compression risk at these premium multiples
- →da Vinci 5 upgrade cycle timing risk: hospitals must upgrade from older da Vinci models to da Vinci 5 — upgrade timing and pricing affect near-term revenue without necessarily growing the underlying procedure base
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