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Side-by-side financial comparison of Intuitive Surgical (ISRG) and Nvidia (NVDA). Click either name above to swap in a different company.
Nvidia is the larger business by last-quarter revenue ($68.1B vs $2.8B, roughly 24.6× Intuitive Surgical). Nvidia runs the higher net margin — 63.1% vs 29.8%, a 33.2% gap on every dollar of revenue. On growth, Nvidia posted the faster year-over-year revenue change (73.2% vs 23.0%). Over the past eight quarters, Nvidia's revenue compounded faster (61.7% CAGR vs 17.4%).
Intuitive Surgical, Inc. is an American biotechnology company that develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System. The company is part of the Nasdaq-100, S&P 100 and S&P 500. As of 31 December 2021, Intuitive Surgical had an installed base of 6,730 da Vinci Surgical Systems, including 4,139 in the U.S.
Nvidia Corporation is an American technology company headquartered in Santa Clara, California. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, it develops graphics processing units (GPUs), systems on chips (SoCs), and application programming interfaces (APIs) for data science, high-performance computing, video games, and mobile and automotive applications. Nvidia has been described as a Big Tech company.
ISRG vs NVDA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $68.1B |
| Net Profit | $826.0M | $43.0B |
| Gross Margin | 66.1% | 75.0% |
| Operating Margin | — | 65.0% |
| Net Margin | 29.8% | 63.1% |
| Revenue YoY | 23.0% | 73.2% |
| Net Profit YoY | 17.4% | 94.5% |
| EPS (diluted) | $2.28 | $1.76 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.8B | $68.1B | ||
| Q4 25 | $2.9B | $57.0B | ||
| Q3 25 | $2.5B | $46.7B | ||
| Q2 25 | $2.4B | $44.1B | ||
| Q1 25 | $2.3B | $39.3B | ||
| Q4 24 | $2.4B | $35.1B | ||
| Q3 24 | $2.0B | $30.0B | ||
| Q2 24 | $2.0B | $26.0B |
| Q1 26 | $826.0M | $43.0B | ||
| Q4 25 | $794.8M | $31.9B | ||
| Q3 25 | $704.4M | $26.4B | ||
| Q2 25 | $658.4M | $18.8B | ||
| Q1 25 | $698.4M | $22.1B | ||
| Q4 24 | $685.7M | $19.3B | ||
| Q3 24 | $565.1M | $16.6B | ||
| Q2 24 | $526.9M | $14.9B |
| Q1 26 | 66.1% | 75.0% | ||
| Q4 25 | 66.4% | 73.4% | ||
| Q3 25 | 66.4% | 72.4% | ||
| Q2 25 | 66.3% | 60.5% | ||
| Q1 25 | 64.7% | 73.0% | ||
| Q4 24 | 68.0% | 74.6% | ||
| Q3 24 | 67.4% | 75.1% | ||
| Q2 24 | 68.3% | 78.4% |
| Q1 26 | — | 65.0% | ||
| Q4 25 | 30.2% | 63.2% | ||
| Q3 25 | 30.3% | 60.8% | ||
| Q2 25 | 30.5% | 49.1% | ||
| Q1 25 | 25.7% | 61.1% | ||
| Q4 24 | 30.4% | 62.3% | ||
| Q3 24 | 28.3% | 62.1% | ||
| Q2 24 | 28.2% | 64.9% |
| Q1 26 | 29.8% | 63.1% | ||
| Q4 25 | 27.7% | 56.0% | ||
| Q3 25 | 28.1% | 56.5% | ||
| Q2 25 | 27.0% | 42.6% | ||
| Q1 25 | 31.0% | 56.2% | ||
| Q4 24 | 28.4% | 55.0% | ||
| Q3 24 | 27.7% | 55.3% | ||
| Q2 24 | 26.2% | 57.1% |
| Q1 26 | $2.28 | $1.76 | ||
| Q4 25 | $2.19 | $1.30 | ||
| Q3 25 | $1.95 | $1.08 | ||
| Q2 25 | $1.81 | $0.76 | ||
| Q1 25 | $1.92 | $-4.49 | ||
| Q4 24 | $1.89 | $0.78 | ||
| Q3 24 | $1.56 | $0.67 | ||
| Q2 24 | $1.46 | $5.98 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $10.6B |
| Total DebtLower is stronger | — | $8.5B |
| Stockholders' EquityBook value | $17.6B | $157.3B |
| Total Assets | $20.1B | $206.8B |
| Debt / EquityLower = less leverage | — | 0.05× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $10.6B | ||
| Q4 25 | $5.9B | $60.6B | ||
| Q3 25 | $4.9B | $56.8B | ||
| Q2 25 | $5.3B | $53.7B | ||
| Q1 25 | $4.5B | $43.2B | ||
| Q4 24 | $4.0B | $38.5B | ||
| Q3 24 | $4.2B | $34.8B | ||
| Q2 24 | $4.8B | $31.4B |
| Q1 26 | — | $8.5B | ||
| Q4 25 | — | $8.5B | ||
| Q3 25 | — | $8.5B | ||
| Q2 25 | — | $8.5B | ||
| Q1 25 | — | $8.5B | ||
| Q4 24 | — | $8.5B | ||
| Q3 24 | — | $8.5B | ||
| Q2 24 | — | $9.7B |
| Q1 26 | $17.6B | $157.3B | ||
| Q4 25 | $17.8B | $118.9B | ||
| Q3 25 | $16.9B | $100.1B | ||
| Q2 25 | $17.8B | $83.8B | ||
| Q1 25 | $17.1B | $79.3B | ||
| Q4 24 | $16.4B | $65.9B | ||
| Q3 24 | $15.6B | $58.2B | ||
| Q2 24 | $14.7B | $49.1B |
| Q1 26 | $20.1B | $206.8B | ||
| Q4 25 | $20.5B | $161.1B | ||
| Q3 25 | $19.4B | $140.7B | ||
| Q2 25 | $20.2B | $125.3B | ||
| Q1 25 | $19.2B | $111.6B | ||
| Q4 24 | $18.7B | $96.0B | ||
| Q3 24 | $17.7B | $85.2B | ||
| Q2 24 | $16.6B | $77.1B |
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.20× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $36.2B |
| Free Cash FlowOCF − Capex | — | $34.9B |
| FCF MarginFCF / Revenue | — | 51.2% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | — | 0.84× |
| TTM Free Cash FlowTrailing 4 quarters | — | $96.7B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $36.2B | ||
| Q4 25 | $892.5M | $23.8B | ||
| Q3 25 | $841.0M | $15.4B | ||
| Q2 25 | $715.4M | $27.4B | ||
| Q1 25 | $581.6M | $16.6B | ||
| Q4 24 | $822.6M | $17.6B | ||
| Q3 24 | $706.5M | $14.5B | ||
| Q2 24 | $620.5M | $15.3B |
| Q1 26 | — | $34.9B | ||
| Q4 25 | $730.0M | $22.1B | ||
| Q3 25 | $735.6M | $13.5B | ||
| Q2 25 | $560.1M | $26.2B | ||
| Q1 25 | $465.0M | $15.6B | ||
| Q4 24 | $510.6M | $16.8B | ||
| Q3 24 | $458.6M | $13.5B | ||
| Q2 24 | $311.1M | $15.0B |
| Q1 26 | — | 51.2% | ||
| Q4 25 | 25.5% | 38.8% | ||
| Q3 25 | 29.4% | 28.8% | ||
| Q2 25 | 23.0% | 59.4% | ||
| Q1 25 | 20.6% | 39.5% | ||
| Q4 24 | 21.2% | 47.9% | ||
| Q3 24 | 22.5% | 45.0% | ||
| Q2 24 | 15.5% | 57.5% |
| Q1 26 | — | 1.9% | ||
| Q4 25 | 5.7% | 2.9% | ||
| Q3 25 | 4.2% | 4.1% | ||
| Q2 25 | 6.4% | 2.8% | ||
| Q1 25 | 5.2% | 2.7% | ||
| Q4 24 | 12.9% | 2.3% | ||
| Q3 24 | 12.2% | 3.3% | ||
| Q2 24 | 15.4% | 1.4% |
| Q1 26 | — | 0.84× | ||
| Q4 25 | 1.12× | 0.74× | ||
| Q3 25 | 1.19× | 0.58× | ||
| Q2 25 | 1.09× | 1.46× | ||
| Q1 25 | 0.83× | 0.75× | ||
| Q4 24 | 1.20× | 0.91× | ||
| Q3 24 | 1.25× | 0.87× | ||
| Q2 24 | 1.18× | 1.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
NVDA
| Compute | $51.3B | 75% |
| Networking | $11.0B | 16% |
| Gaming | $3.7B | 5% |
| Professional Visualization | $1.3B | 2% |
| Automotive | $604.0M | 1% |
| OEM And Other | $161.0M | 0% |
| Inventory Purchase Obligations In Excess Of Projections | $31.0M | 0% |
